Strategic Financial Planning, Inc. Top Holdings and 13F Report (2025) About Strategic Financial Planning, Inc.Investment ActivityStrategic Financial Planning, Inc. has $146.74 million in total holdings as of December 31, 2024.Strategic Financial Planning, Inc. owns shares of 37 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 21.02% of the portfolio was purchased this quarter.About 0.33% of the portfolio was sold this quarter.This quarter, Strategic Financial Planning, Inc. has purchased 37 new stocks and bought additional shares in 17 stocks.Strategic Financial Planning, Inc. sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $21,525,192Schwab US Small-Cap ETF $19,677,965Vanguard FTSE Emerging Markets ETF $13,093,928SPDR Portfolio Developed World ex-US ETF $12,860,536Schwab U.S. REIT ETF $9,155,293 Largest Purchases this Quarter Schwab US Broad Market ETF 625,276 shares (about $14.19M)Schwab US Small-Cap ETF 392,252 shares (about $10.14M)Schwab International Equity ETF 100,470 shares (about $1.86M)Schwab U.S. Mid-Cap ETF 53,056 shares (about $1.47M)SPDR Portfolio Developed World ex-US ETF 21,331 shares (about $728.10K) Largest Sales this Quarter iShares Core MSCI International Developed Markets ETF 3,821 shares (about $246.34K)Vanguard Emerging Markets Government Bond ETF 596 shares (about $37.64K)Vanguard Total Stock Market ETF 111 shares (about $32.17K)Schwab Emerging Markets Equity ETF 1,200 shares (about $31.96K)Schwab International Small-Cap Equity ETF 709 shares (about $24.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$21,525,192$14,193,770 ▲193.6%948,24614.7%ETFSCHASchwab US Small-Cap ETF$19,677,965$10,143,639 ▲106.4%760,94213.4%ETFVWOVanguard FTSE Emerging Markets ETF$13,093,928$557,680 ▲4.4%297,2718.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$12,860,536$728,101 ▲6.0%376,7728.8%ETFSCHHSchwab U.S. REIT ETF$9,155,293$73,492 ▲0.8%434,5216.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$8,722,038$528,081 ▲6.4%76,1745.9%ETFSPHYSPDR Portfolio High Yield Bond ETF$6,626,197$209,178 ▲3.3%282,3084.5%ETFSCHCSchwab International Small-Cap Equity ETF$6,471,855$24,340 ▼-0.4%188,5194.4%ETFVTIVanguard Total Stock Market ETF$4,752,461$32,168 ▼-0.7%16,3993.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,585,354$10,601 ▼-0.2%102,0783.1%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,489,280$274,075 ▲6.5%113,4463.1%ETFVXFVanguard Extended Market ETF$4,035,722$2,470 ▼-0.1%21,2432.8%ETFSCHFSchwab International Equity ETF$3,716,027$1,858,698 ▲100.1%200,8662.5%ETFBNDXVanguard Total International Bond ETF$3,185,968$94,234 ▲3.0%64,9472.2%ETFSCHESchwab Emerging Markets Equity ETF$2,870,198$31,956 ▼-1.1%107,7812.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,389,151$929 ▼0.0%33,4471.6%ETFSCHMSchwab U.S. Mid-Cap ETF$2,211,055$1,472,205 ▲199.3%79,6831.5%ETFVEAVanguard FTSE Developed Markets ETF$2,178,604$3,539 ▲0.2%45,5581.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,962,164$9,243 ▼-0.5%37,5751.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,655,457$13,429 ▼-0.8%43,1451.1%ETFIDEViShares Core MSCI International Developed Markets ETF$1,323,968$246,342 ▼-15.7%20,5360.9%ETFSCHPSchwab U.S. TIPS ETF$1,295,384$674,530 ▲108.6%50,1500.9%ETFBNDVanguard Total Bond Market ETF$1,172,949$20,782 ▲1.8%16,3110.8%ETFUSRTiShares Core U.S. REIT ETF$1,016,334$2,292 ▼-0.2%17,7340.7%ETFVWOBVanguard Emerging Markets Government Bond ETF$942,683$37,642 ▼-3.8%14,9260.6%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$859,327$13,685 ▼-1.6%23,7990.6%ETFIVViShares Core S&P 500 ETF$676,1100.0%1,1490.5%ETFIJRiShares Core S&P Small-Cap ETF$601,432$9,102 ▼-1.5%5,2200.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$472,324$9,243 ▲2.0%8,6360.3%ETFVNQVanguard Real Estate ETF$387,454$356 ▲0.1%4,3500.3%ETFVOOVanguard S&P 500 ETF$377,167$22,630 ▼-5.7%7000.3%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$284,005$18,980 ▼-6.3%11,1030.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$273,153$2,849 ▲1.1%10,9310.2%ETFVOVanguard Mid-Cap ETF$257,5810.0%9750.2%ETFHAUZX-trackers International Real Estate ETF$221,170$1,365 ▼-0.6%11,1760.2%ETFISCBiShares Morningstar Small-Cap ETF$210,0190.0%3,5800.1%ETFIJHiShares Core S&P Mid-Cap ETF$208,0580.0%3,3390.1%ETFShowing largest 100 holdings. View all holdings. 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