Strategic Financial Planning

Strategic Financial Planning as of June 30, 2025

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 38 positions in its portfolio as reported in the June 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) 14.6 $23M 983k 23.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.0 $19M 763k 25.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.6 $15M 379k 40.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.5 $15M 307k 49.46
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.5 $11M 78k 134.39
Schwab Strategic Tr Us Reit Etf (SCHH) 6.0 $9.6M 455k 21.16
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.8 $7.8M 183k 42.59
Schwab Strategic Tr High Yield Bd Et (SCYB) 3.6 $5.7M 215k 26.54
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.3 $5.3M 124k 42.60
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $5.2M 113k 46.12
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $5.0M 16k 303.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $4.4M 197k 22.10
Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $4.1M 21k 192.71
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.1 $3.3M 67k 49.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $3.2M 105k 30.14
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $2.5M 45k 57.01
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $2.5M 33k 74.89
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $2.2M 80k 28.05
Ishares Core Msci Emkt (IEMG) 1.1 $1.8M 30k 60.03
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.8M 42k 42.74
Ishares Tr Core Msci Intl (IDEV) 0.9 $1.5M 20k 76.04
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.4M 51k 26.68
Spdr Ser Tr Portfli High Yld (SPHY) 0.8 $1.3M 55k 23.79
Vanguard Bd Index Total Bnd Mrkt (BND) 0.8 $1.3M 18k 73.63
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $1.0M 15k 65.33
Ishares Tr Cre U S Reit Etf (USRT) 0.6 $1.0M 18k 56.56
Ishares Jp Morgan Em Etf (LEMB) 0.6 $928k 23k 40.37
Ishares Tr Core S&p500 Etf (IVV) 0.4 $713k 1.1k 620.64
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $590k 11k 54.38
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $571k 5.2k 109.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $398k 700.00 568.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $386k 4.3k 89.05
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $274k 11k 25.60
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $273k 975.00 279.89
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $260k 11k 24.78
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $256k 11k 22.87
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $209k 3.6k 58.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $207k 3.3k 62.02