Strategic Financial Planning

Strategic Financial Planning as of Sept. 30, 2025

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 38 positions in its portfolio as reported in the September 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) 15.5 $27M 1.0M 25.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.0 $21M 742k 27.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.7 $17M 310k 54.17
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.1 $16M 368k 42.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.4 $11M 77k 142.54
Schwab Strategic Tr Us Reit Etf (SCHH) 5.7 $9.9M 460k 21.57
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.6 $7.9M 173k 45.51
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.8 $6.6M 143k 46.32
Schwab Strategic Tr High Yield Bd Et (SCYB) 3.5 $6.1M 229k 26.73
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.1 $5.3M 112k 47.69
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $5.3M 16k 328.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $4.5M 195k 23.28
Vanguard Index Fds Extend Mkt Etf (VXF) 2.6 $4.4M 21k 209.34
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $3.4M 103k 33.37
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.9 $3.3M 66k 49.45
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $2.7M 33k 80.65
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.5 $2.7M 44k 59.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $2.3M 78k 29.64
Ishares Core Msci Emkt (IEMG) 1.1 $1.9M 29k 65.92
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.9M 40k 46.81
Ishares Tr Core Msci Intl (IDEV) 0.9 $1.6M 20k 80.17
Vanguard Bd Index Total Bnd Mrkt (BND) 0.8 $1.5M 20k 74.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.3M 50k 26.95
Spdr Ser Tr Portfli High Yld (SPHY) 0.8 $1.3M 54k 23.92
Ishares Tr Cre U S Reit Etf (USRT) 0.6 $1.0M 18k 58.72
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $1.0M 15k 66.86
Ishares Jp Morgan Em Etf (LEMB) 0.5 $939k 23k 41.17
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $872k 15k 57.19
Ishares Tr Core S&p500 Etf (IVV) 0.4 $769k 1.1k 669.02
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $620k 5.2k 118.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $429k 700.00 612.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $394k 4.3k 91.41
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $287k 975.00 293.80
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $279k 11k 25.85
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $263k 11k 23.55
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $257k 10k 24.93
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $227k 3.6k 63.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $218k 3.3k 65.26