Strategic Financial Planning

Strategic Financial Planning as of March 31, 2026

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 12.6 $22M 861k 25.10
American Centy Etf Tr Intl Eqt Etf (AVDE) 10.8 $18M 633k 29.08
American Centy Etf Tr Us Eqt Etf (AVSD) 9.8 $17M 311k 54.04
American Centy Etf Tr Avantis Emgmkt (AVEM) 9.4 $16M 352k 45.64
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 6.6 $11M 77k 145.69
American Centy Etf Tr Intl Smcp Vlu (AVDV) 6.0 $10M 481k 21.49
American Centy Etf Tr Us Eqt Etf (AVUS) 5.7 $9.7M 201k 48.32
J P Morgan Exchange-traded F Betabuildrs Us (BBUS) 4.4 $7.5M 161k 46.72
American Centy Etf Tr Avantis Responsi (AVSE) 3.7 $6.3M 241k 26.00
Hp (HPQ) 3.0 $5.1M 16k 320.79
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 3.0 $5.1M 114k 44.58
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.8 $4.8M 194k 24.75
Fidelity Wise Origin Bitcoin SHS (FBTC) 2.5 $4.3M 21k 205.80
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 2.2 $3.8M 30k 124.81
Investment Managers Ser Tr I Axs Change Finan 1.9 $3.3M 68k 48.15
Vanguard Bd Index Total Bnd Mrkt (BND) 1.7 $3.0M 90k 32.95
Spdr Ser Tr Bloomberg Emergi (EBND) 1.5 $2.6M 41k 64.07
Morgan Stanley Etf Trust Calvert Internat (CVIE) 1.2 $2.0M 66k 30.95
Ishares Tr Esgadvncdmsci Em (EMXF) 1.1 $1.8M 27k 69.75
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $1.8M 38k 46.91
Vanguard World Esg Us Stk Etf (ESGV) 1.0 $1.7M 21k 79.06
Hewlett Packard Enterprise (HPE) 0.9 $1.6M 19k 83.57
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.8 $1.3M 51k 26.61
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.8 $1.3M 56k 23.52
Humankind Benefit Corporatio Humankind Us Stk (HKND) 0.7 $1.2M 20k 59.22
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.7 $1.2M 16k 73.64
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.6 $1.0M 16k 65.84
Dbx Etf Tr Xtrack Usd High (HYLB) 0.5 $937k 16k 59.19
Eversource Energy (ES) 0.5 $926k 23k 40.84
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.4 $750k 1.1k 652.94
Ishares Core Msci Emkt (IEMG) 0.4 $635k 5.1k 124.31
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $418k 20k 20.64
Ishares Tr Core S&p500 Etf (IVV) 0.2 $396k 662.00 597.55
Ishares Tr Core Msci Intl (IDEV) 0.2 $343k 3.9k 88.70
International Business Machines (IBM) 0.2 $282k 11k 25.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $280k 975.00 287.24
Ishares Tr Core Intl Aggr (IAGG) 0.2 $257k 10k 24.80
Ishares Bitcoin Tr SHS (IBIT) 0.1 $253k 11k 22.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $233k 3.6k 65.09
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $225k 3.3k 67.53