account_balance

Investment manager · 13F filer · SEC CIK 1802277

Strategic Financial Planning, Inc.

Reported value$192Mas of Jun 30, 2026
Positions41 29 new, 28 sold out
Top 10 weight72.5%SCHB alone is 13%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHB Schwab Strategic Tr 12.7% New
SCHA Schwab Strategic Tr 11.4% New
VWO Vanguard Intl Equity Index F 9.8% New
SPDW SPDR Index SHS FDS 9.3% New
SPSM SPDR Series Trust 6.5% New
VSS Vanguard Intl Equity Index F 6.3% New
SCHH Schwab Strategic Tr 6.2% New
SCHC Schwab Strategic Tr 4.0% New
SCYB Schwab Strategic Tr 3.2% New
VTI Vanguard Index FDS 3.1% New
SCHF Schwab Strategic Tr 2.8% New
VNQI Vanguard Intl Equity Index F 2.7% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 14, 2026 filing
add_circleNew
  • SCHB $24.4M
  • SCHA $21.9M
  • VWO $18.8M
  • SPDW $17.7M
arrow_upwardAdded
  • IEMG +396%
  • IDEV +393%
  • IVV +74%
  • IJR +53%
arrow_downwardTrimmed
  • BND −82%
  • BKLC −72%
  • EBND −50%
  • BNDX −10%
remove_circleSold out
  • AGG $21.6M
  • AVDE $18.4M
  • AVSD $16.8M
  • AVEM $16.1M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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