SF

Strategic Financial Planning, Inc.

13F
Strategic Financial Planning, Inc.
Last update 2025-05-14 35 Stocks (0 new)
Value $145.00 Mil Turnover 1 %
Countries:
Top Holdings: SCHB(14.12%)SCHA(12.30%)SPDW(9.45%)VWO(9.39%)SCHH(6.55%)
Summary Stock Picks Current Portfolio
Strategic Financial Planning, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHB
Schwab U.S. Broad Market ETF
950,892
20,472.9
+0.28%
14.120
+0.04%
0.070
+16.75%
+8.64%
35,356.8
 
SCHA
Schwab U.S. Small-Cap ETF
761,450
17,840.8
+0.07%
12.300
+0.01%
0.110
+15.98%
+2.31%
17,908.0
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
376,383
13,704.0
-0.10%
9.450
-0.01%
0.060
+12.44%
+23.34%
27,732.3
 
VWO
Vanguard FTSE Emerging Markets ETF
300,929
13,615.8
+1.23%
9.390
+0.11%
0.020
+13.67%
+16.31%
86,215.9
 
SCHH
Schwab U.S. REIT ETF
441,816
9,503.5
+1.68%
6.550
+0.11%
0.120
+5.85%
+4.48%
8,266.6
 
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
77,219
8,925.8
+1.37%
6.150
+0.08%
0.110
+15.87%
+20.82%
8,974.5
 
SCHC
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
186,863
6,704.6
-0.88%
4.620
-0.04%
0.170
+17.05%
+27.72%
4,716.3
 
SPHY
SPDR Portfolio High Yield Bond ETF
282,920
6,626.0
+0.22%
4.570
+0.01%
0.080
+3.95%
+4.99%
8,879.8
 
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
113,508
4,592.6
+0.05%
3.170
0%
0.160
+8.86%
+17.39%
3,267.0
 
VTI
Vanguard Total Stock Market ETF
16,334
4,489.2
-0.40%
3.100
-0.01%
0.000
+16.64%
+8.64%
479,028.7
 

Strategic Financial Planning, Inc.'s Historical Top Holdings Breakdowns

Strategic Financial Planning, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Add
Add
+0.20%
●
40.03 ($44.05) 46.81
$43.99
-0.14%
Add 6.94%
109,160
7,082
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Sold Out
Sold Out
-0.14%
●
57.21 ($62.1) 65.8
$63.97
3.01%
Sold Out
0
-3,339
JKJ
iShares Morningstar Small-Cap ETF
2025-03-31
Sold Out
Sold Out
-0.14%
●
53.56 ($58.38) 61.7
$231.19
296.01%
Sold Out
0
-3,580
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.13%
●
50.83 ($53.83) 55.94
$61.77
14.76%
Reduce -9.71%
33,926
-3,649
SCHH
Schwab U.S. REIT ETF
2025-03-31
Add
Add
+0.11%
●
20.2 ($21.37) 22.24
$21.74
1.73%
Add 1.68%
441,816
7,295
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.11%
●
42.5 ($45.01) 46.71
$51.02
13.36%
Add 1.23%
300,929
3,658
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
2025-03-31
Add
Add
+0.08%
●
110.75 ($116.23) 119.78
$137.53
18.33%
Add 1.37%
77,219
1,045
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.04%
●
21.23 ($22.75) 23.75
$24.52
7.76%
Add 0.28%
950,892
2,646
SCHC
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
2025-03-31
Reduce
Reduce
-0.04%
●
33.57 ($35.71) 37.22
$43.75
22.51%
Reduce -0.88%
186,863
-1,656
SCHE
Schwab Emerging Markets Equity ETF
2025-03-31
Reduce
Reduce
-0.04%
●
25.81 ($27.37) 28.52
$31.16
13.87%
Reduce -2.07%
105,555
-2,226

Strategic Financial Planning, Inc. Total Holding History ($B)

To

Strategic Financial Planning, Inc.'s Asset Allocation

To

Strategic Financial Planning, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Strategic Financial Planning, Inc.'s Hypothetical Growth since 2025-03-31

Strategic Financial Planning, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Financial Planning, Inc.'s Holdings Heat Map

Size field:

Strategic Financial Planning, Inc.'s Holdings Bubble Chart

Strategic Financial Planning, Inc. News

  • 1

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