- New Purchases: VNQ, HYD,
- Added Positions: SCHE, SCHC, SPSM, SCHF, SPTM, VNQI, HYLB, LEMB, MUB,
- Reduced Positions: VWO, VSS, SPDW, SCHB, SCHA, SCHH, SCHM, VTI, BNDX, SCHP, BND, VXF, VWOB, SCHZ, VEA,
For the details of Strategic Financial Planning, Inc.\'s stock buys and sells, \r\n go to https://www.gurufocus.com/guru/strategic+financial+planning%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Strategic Financial Planning, Inc.- SCHWAB STRATEGIC T (SCHB) - 180,097 shares, 14.73% of the total portfolio. Shares reduced by 6.82%
- SCHWAB STRATEGIC T (SCHA) - 167,381 shares, 12.18% of the total portfolio. Shares reduced by 6.27%
- SPDR INDEX SHS FDS (SPDW) - 301,620 shares, 9.28% of the total portfolio. Shares reduced by 11.35%
- VANGUARD INTL EQUI (VWO) - 157,830 shares, 6.96% of the total portfolio. Shares reduced by 37.03%
- SCHWAB STRATEGIC T (SCHE) - 225,166 shares, 6.10% of the total portfolio. Shares added by 313.40%
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Strategic Financial Planning, Inc. initiated holding in VANGUARD INDEX FDS. The purchase prices were between $64.53 and $86.79, with an estimated average price of $75.73. The stock is now traded at around $82.29. The impact to a portfolio due to this purchase was 0.87%. The holding were 9,987 shares as of .
New Purchase: VanEck Vectors High Yield Municipal Index (HYD)\n
Strategic Financial Planning, Inc. initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $50.22 and $59.09, with an estimated average price of $55.88. The stock is now traded at around $60.63. The impact to a portfolio due to this purchase was 0.44%. The holding were 6,671 shares as of .
Added: SCHWAB STRATEGIC T (SCHE)Strategic Financial Planning, Inc. added to a holding in SCHWAB STRATEGIC T by 313.40%. The purchase prices were between $19.87 and $25.05, with an estimated average price of $22.66. The stock is now traded at around $26.55. The impact to a portfolio due to this purchase was 4.62%. The holding were 225,166 shares as of .
Added: SCHWAB STRATEGIC T (SCHC)Strategic Financial Planning, Inc. added to a holding in SCHWAB STRATEGIC T by 613.73%. The purchase prices were between $23.02 and $31.17, with an estimated average price of $27.55. The stock is now traded at around $32.06. The impact to a portfolio due to this purchase was 4.17%. The holding were 147,293 shares as of .
Added: SPDR SERIES TRUST (SPSM)Strategic Financial Planning, Inc. added to a holding in SPDR SERIES TRUST by 86.86%. The purchase prices were between $19.87 and $29.39, with an estimated average price of $24.52. The stock is now traded at around $28.97. The impact to a portfolio due to this purchase was 1.48%. The holding were 107,513 shares as of .
Added: SCHWAB STRATEGIC T (SCHF)Strategic Financial Planning, Inc. added to a holding in SCHWAB STRATEGIC T by 50.67%. The purchase prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $31.16. The impact to a portfolio due to this purchase was 1.38%. The holding were 123,487 shares as of .
Added: SPDR SERIES TRUST (SPTM)Strategic Financial Planning, Inc. added to a holding in SPDR SERIES TRUST by 44.65%. The purchase prices were between $29.99 and $39.74, with an estimated average price of $35.68. The stock is now traded at around $40.86. The impact to a portfolio due to this purchase was 0.48%. The holding were 37,076 shares as of .
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