Strategic Financial Planning

Strategic Financial Planning as of June 30, 2026

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 12.7 $24M 841k 28.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.4 $22M 606k 36.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.8 $19M 315k 59.65
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.3 $18M 352k 50.38
Spdr Series Trust Portfolio Sm Etf (SPSM) 6.5 $13M 217k 57.67
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.3 $12M 78k 153.94
Schwab Strategic Tr Us Reit Etf (SCHH) 6.2 $12M 499k 23.66
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.0 $7.7M 160k 48.12
Schwab Strategic Tr High Yield Bd Et (SCYB) 3.2 $6.1M 234k 26.18
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $5.9M 16k 369.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.8 $5.4M 193k 27.70
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 2.7 $5.2M 116k 44.90
Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $4.8M 20k 246.21
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 2.4 $4.6M 32k 143.39
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.8 $3.4M 70k 48.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $3.3M 90k 36.26
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.5 $2.8M 39k 71.24
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $2.4M 65k 36.85
Ishares Core Msci Emkt (IEMG) 1.1 $2.1M 25k 82.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $1.9M 38k 51.77
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $1.9M 21k 90.79
Ishares Tr Core Msci Intl (IDEV) 0.9 $1.7M 19k 89.01
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $1.4M 21k 67.56
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $1.4M 52k 26.50
Spdr Ser Tr Portfli High Yld (SPHY) 0.7 $1.4M 58k 23.45
Vanguard Bd Index Total Bnd Mrkt (BND) 0.6 $1.2M 16k 73.41
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $1.1M 16k 67.17
Ishares Tr Cre U S Reit Etf (USRT) 0.5 $1.1M 16k 66.45
Ishares Jp Morgan Em Etf (LEMB) 0.5 $954k 23k 42.35
Ishares Tr Core S&p500 Etf (IVV) 0.4 $860k 1.1k 748.58
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $757k 5.1k 148.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $455k 662.00 686.81
Spdr Ser Tr Bloomberg Emergi (EBND) 0.2 $430k 21k 20.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $373k 3.9k 96.42
Bny Mellon Etf Tr Core Bond Etf (BKAG) 0.2 $360k 8.6k 41.95
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $314k 3.9k 80.57
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $283k 11k 25.52
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $270k 3.6k 75.51
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $264k 10k 25.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $257k 3.3k 77.11
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.1 $251k 11k 22.42