Strategic Financial Planning

Strategic Financial Planning as of March 31, 2025

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.1 $21M 951k 21.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.3 $18M 762k 23.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.4 $14M 376k 36.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.4 $14M 301k 45.25
Schwab Strategic Tr Us Reit Etf (SCHH) 6.6 $9.5M 442k 21.51
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.2 $8.9M 77k 115.59
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.6 $6.7M 187k 35.88
Spdr Ser Tr Portfli High Yld (SPHY) 4.6 $6.6M 283k 23.42
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.2 $4.6M 114k 40.46
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $4.5M 16k 274.84
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.1 $4.4M 109k 40.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $4.0M 200k 19.78
Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $3.6M 21k 172.26
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.2 $3.1M 64k 48.82
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $2.9M 106k 27.57
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $2.3M 46k 50.83
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $2.3M 34k 68.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $2.1M 80k 26.20
Ishares Core Msci Emkt (IEMG) 1.3 $1.8M 34k 53.97
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $1.7M 43k 39.37
Ishares Tr Core Msci Intl (IDEV) 1.0 $1.4M 21k 68.89
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.3M 48k 26.89
Vanguard Bd Index Total Bnd Mrkt (BND) 0.8 $1.2M 16k 73.45
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $1.0M 18k 57.60
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.7 $961k 15k 64.19
Ishares Jp Morgan Em Etf (LEMB) 0.6 $867k 23k 37.46
Ishares Tr Core S&p500 Etf (IVV) 0.4 $645k 1.1k 561.66
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $546k 5.2k 104.57
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $496k 9.7k 51.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $394k 4.4k 90.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $360k 700.00 513.91
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $283k 11k 25.22
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $281k 11k 25.54
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $252k 975.00 258.67
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $227k 11k 20.32