Filer Name: STRATEGIC FINANCIAL PLANNING, INC.
CIK: 1802277
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 37
Portfolio Value: $0.15B

Strategic Financial Planning, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHB US SCHWAB US BROAD MARKET ETF 948,246 $22M 14.67% 193.6% -
SCHA US SCHWAB US SMALL-CAP ETF 760,942 $20M 13.41% 106.4% -
VWO US VANGUARD FTSE EMERGING MARKE 297,271 $13M 8.92% 4.4% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 376,772 $13M 8.76% 6.0% -
SCHH US SCHWAB US REIT ETF 434,521 $9M 6.24% 0.8% -
VSS US VANGUARD FTSE ALL WO X-US SC 76,174 $9M 5.94% 6.4% -
SPHY US SPDR PORTFOLIO HIGH YIELD BO 282,308 $7M 4.52% 3.3% -
SCHC US SCHWAB INTL SMALL-CAP EQUITY 188,519 $6M 4.41% -0.4% -
VTI US VANGUARD TOTAL STOCK MKT ETF 16,399 $5M 3.24% -0.7% -
SPSM US SPDR PORTFOLIO S&P 600 SMALL 102,078 $5M 3.12% -0.2% -
VNQI US VANGUARD GLBL EX-US REAL EST 113,446 $4M 3.06% 6.5% -
VXF US VANGUARD EXTENDED MARKET ETF 21,243 $4M 2.75% -0.1% -
SCHF US SCHWAB INTL EQUITY ETF 200,866 $4M 2.53% 100.1% -
BNDX US VANGUARD TOTAL INTL BOND ETF 64,947 $3M 2.17% 3.0% -
SCHE US SCHWAB EMRG MRKTS EQTY ETF 107,781 $3M 1.96% -1.1% -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 33,447 $2M 1.63% 0.0% -
SCHM US SCHWAB US MID CAP ETF 79,683 $2M 1.51% 199.3% -
VEA US VANGUARD FTSE DEVELOPED ETF 45,558 $2M 1.48% 0.2% -
IEMG US ISHARES CORE MSCI EMERGING 37,575 $2M 1.34% -0.5% -
SPEM US SPDR PORTFOLIO EMERGING MARK 43,145 $2M 1.13% -0.8% -
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