account_balance

Investment manager · 13F filer · SEC CIK 2107020

Arnold Financial Planning LLC

Reported value$147Mas of Sep 30, 2026
Positions45 5 new, 1 sold out
Top 10 weight79.4%SCHX alone is 13%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 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
SCHX Schwab Strategic Tr 13.3% Added +17%
SCHZ Schwab Strategic Tr 12.0% Added +16%
SCHO Schwab Strategic Tr 10.3% Added +15%
SCHF Schwab Strategic Tr 9.3% Added +12%
SCHA Schwab Strategic Tr 7.1% Added +14%
SCHV Schwab Strategic Tr 6.7% Added +16%
DFAC Dimensional ETF Trust 6.0% Held
SLYV SPDR Series Trust 5.7% Added +8%
SCHC Schwab Strategic Tr 5.3% Added +12%
DFCF Dimensional ETF Trust 3.8% Held
AAPL Apple Inc. 3.6% Trimmed −12%
SCHE Schwab Strategic Tr 3.0% Added +16%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • VOO $1.19M
  • VBIL $483K
  • GOOG $314K
  • IBDS $241K
arrow_upwardAdded
arrow_downwardTrimmed
  • IVV −46%
  • SGOV −35%
  • VEA −18%
  • AAPL −12%
remove_circleSold out
  • IEMG $260K

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.

This is data, not investment advice. About StockToast · Your watchlist