Strategic Financial Planning, Inc. Top Holdings and 13F Report (2024) About Strategic Financial Planning, Inc.Investment ActivityStrategic Financial Planning, Inc. has $151.27 million in total holdings as of September 30, 2024.Strategic Financial Planning, Inc. owns shares of 37 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.29% of the portfolio was purchased this quarter.About 2.32% of the portfolio was sold this quarter.This quarter, Strategic Financial Planning, Inc. has purchased 34 new stocks and bought additional shares in 19 stocks.Strategic Financial Planning, Inc. sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $21,483,950Schwab US Small-Cap ETF $18,987,519Vanguard FTSE Emerging Markets ETF $13,618,591SPDR Portfolio Developed World ex-US ETF $13,350,350Schwab U.S. REIT ETF $9,987,032 Largest New Holdings this Quarter Vanguard S&P 500 ETF $391,531 HoldingiShares Morningstar Small-Cap ETF $210,093 HoldingiShares Core S&P Mid-Cap ETF $208,092 Holding Largest Purchases this Quarter iShares Core MSCI International Developed Markets ETF 17,559 shares (about $1.24M)Vanguard Total Stock Market ETF 3,079 shares (about $871.84K)Schwab U.S. REIT ETF 26,800 shares (about $620.96K)Schwab International Small-Cap Equity ETF 10,438 shares (about $402.18K)Vanguard S&P 500 ETF 742 shares (about $391.53K) Largest Sales this Quarter Schwab US Broad Market ETF 19,194 shares (about $1.28M)SPDR Portfolio Developed World ex-US ETF 23,443 shares (about $880.52K)Schwab US Small-Cap ETF 11,341 shares (about $584.06K)Vanguard FTSE All-World ex-US Small-Cap ETF 1,982 shares (about $249.65K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 2,402 shares (about $168.28K) 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$21,483,950$1,276,784 ▼-5.6%322,97014.2%ETFSCHASchwab US Small-Cap ETF$18,987,519$584,061 ▼-3.0%368,69012.6%ETFVWOVanguard FTSE Emerging Markets ETF$13,618,591$28,806 ▲0.2%284,6109.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$13,350,350$880,518 ▼-6.2%355,4418.8%ETFSCHHSchwab U.S. REIT ETF$9,987,032$620,956 ▲6.6%431,0336.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$9,013,970$249,653 ▼-2.7%71,5626.0%ETFSCHCSchwab International Small-Cap Equity ETF$7,290,943$402,175 ▲5.8%189,2284.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$6,575,164$297,306 ▲4.7%273,3964.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,996,857$170,283 ▲3.5%106,5203.3%ETFVTIVanguard Total Stock Market ETF$4,674,940$871,844 ▲22.9%16,5103.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,656,330$18,113 ▼-0.4%102,3143.1%ETFSCHFSchwab International Equity ETF$4,128,293$60,118 ▼-1.4%100,3962.7%ETFVXFVanguard Extended Market ETF$3,868,3570.0%21,2562.6%ETFSCHESchwab Emerging Markets Equity ETF$3,180,060$138,926 ▼-4.2%108,9812.1%ETFBNDXVanguard Total International Bond ETF$3,168,838$110,260 ▲3.6%63,0262.1%ETFVEAVanguard FTSE Developed Markets ETF$2,402,000$1,109 ▲0.0%45,4841.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,344,183$168,282 ▼-6.7%33,4601.5%ETFSCHMSchwab U.S. Mid-Cap ETF$2,212,427$14,042 ▲0.6%26,6271.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,167,338$20,897 ▼-1.0%37,7521.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,795,493$158,434 ▲9.7%43,4951.2%ETFIDEViShares Core MSCI International Developed Markets ETF$1,725,217$1,243,712 ▲258.3%24,3571.1%ETFSCHPSchwab U.S. TIPS ETF$1,289,057$91,761 ▲7.7%24,0360.9%ETFBNDVanguard Total Bond Market ETF$1,203,384$81,192 ▲7.2%16,0220.8%ETFUSRTiShares Core U.S. REIT ETF$1,094,320$17,116 ▼-1.5%17,7740.7%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,030,111$43,004 ▲4.4%15,5220.7%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$929,871$9,192 ▲1.0%24,1780.6%ETFIVViShares Core S&P 500 ETF$662,4890.0%1,1490.4%ETFIJRiShares Core S&P Small-Cap ETF$619,7540.0%5,2990.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$462,993$55 ▲0.0%8,4670.3%ETFVNQVanguard Real Estate ETF$423,374$89,526 ▼-17.5%4,3460.3%ETFVOOVanguard S&P 500 ETF$391,531$391,531 ▲New Holding7420.3%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$311,176$10,482 ▲3.5%11,8450.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$282,756$1,934 ▲0.7%10,8170.2%ETFHAUZX-trackers International Real Estate ETF$262,905$4,068 ▲1.6%11,2450.2%ETFVOVanguard Mid-Cap ETF$257,2890.0%9750.2%ETFISCBiShares Morningstar Small-Cap ETF$210,093$210,093 ▲New Holding3,5800.1%ETFIJHiShares Core S&P Mid-Cap ETF$208,092$208,092 ▲New Holding3,3390.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
