Strategic Financial Planning, Inc. Top Holdings and 13F Report (2024) → The Crypto 9-5 Escape Plan (From Crypto 101 Media) (Ad) About Strategic Financial Planning, Inc.Investment ActivityStrategic Financial Planning, Inc. has $133.65 million in total holdings as of March 31, 2024.Strategic Financial Planning, Inc. owns shares of 36 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.94% of the portfolio was purchased this quarter.About 1.36% of the portfolio was sold this quarter.This quarter, Strategic Financial Planning, Inc. has purchased 34 new stocks and bought additional shares in 11 stocks.Strategic Financial Planning, Inc. sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $19,916,909Schwab US Small-Cap ETF $17,308,239SPDR Portfolio Developed World ex-US ETF $12,392,819Vanguard FTSE Emerging Markets ETF $10,790,635Schwab U.S. REIT ETF $7,952,348 Largest New Holdings this Quarter iShares Core S&P Mid-Cap ETF $202,816 HoldingiShares Morningstar Small-Cap ETF $201,238 Holding Largest Purchases this Quarter Schwab US Small-Cap ETF 13,506 shares (about $665.03K)Vanguard FTSE Emerging Markets ETF 13,618 shares (about $568.82K)Schwab U.S. REIT ETF 16,916 shares (about $343.40K)Vanguard FTSE All-World ex-US Small-Cap ETF 2,845 shares (about $332.41K)iShares Core S&P Mid-Cap ETF 3,339 shares (about $202.82K) Largest Sales this Quarter Schwab US Broad Market ETF 12,990 shares (about $793.04K)Vanguard Total Bond Market ETF 3,182 shares (about $231.10K)Schwab Emerging Markets Equity ETF 6,773 shares (about $171.02K)Schwab U.S. TIPS ETF 3,065 shares (about $159.87K)Schwab International Equity ETF 3,261 shares (about $127.24K) 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$19,916,909$793,040 ▼-3.8%326,23914.9%ETFSCHASchwab US Small-Cap ETF$17,308,239$665,035 ▲4.0%351,50813.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$12,392,819$3,692 ▲0.0%345,7829.3%ETFVWOVanguard FTSE Emerging Markets ETF$10,790,635$568,823 ▲5.6%258,3358.1%ETFSCHHSchwab U.S. REIT ETF$7,952,348$343,395 ▲4.5%391,7416.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$7,753,804$332,408 ▲4.5%66,3635.8%ETFSCHCSchwab International Small-Cap Equity ETF$6,422,468$20,836 ▼-0.3%179,3994.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$5,800,444$109,676 ▲1.9%247,2484.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,424,009$53,198 ▼-1.2%102,7883.3%ETFSCHFSchwab International Equity ETF$4,287,907$127,244 ▼-2.9%109,8903.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,226,406$148,333 ▲3.6%100,2943.2%ETFVXFVanguard Extended Market ETF$3,726,745$10,341 ▼-0.3%21,2632.8%ETFVTIVanguard Total Stock Market ETF$3,529,413$17,673 ▼-0.5%13,5802.6%ETFSCHESchwab Emerging Markets Equity ETF$3,344,745$171,018 ▼-4.9%132,4652.5%ETFBNDXVanguard Total International Bond ETF$2,866,049$77,915 ▼-2.6%58,2662.1%ETFVEAVanguard FTSE Developed Markets ETF$2,435,234$100 ▲0.0%48,5401.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,300,412$321 ▼0.0%35,8601.7%ETFSCHMSchwab U.S. Mid-Cap ETF$2,238,270$20,765 ▼-0.9%27,4871.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,995,193$14,861 ▼-0.7%38,6671.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,477,802$109 ▼0.0%40,8351.1%ETFSCHPSchwab U.S. TIPS ETF$1,004,242$159,871 ▼-13.7%19,2530.8%ETFUSRTiShares Core U.S. REIT ETF$958,201$22,166 ▼-2.3%17,8100.7%ETFVWOBVanguard Emerging Markets Government Bond ETF$931,711$17,877 ▼-1.9%14,5930.7%ETFBNDVanguard Total Bond Market ETF$886,069$231,104 ▼-20.7%12,2000.7%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$808,346$6,602 ▼-0.8%22,4070.6%ETFIVViShares Core S&P 500 ETF$603,8110.0%1,1490.5%ETFIJRiShares Core S&P Small-Cap ETF$585,6290.0%5,2990.4%ETFIDEViShares Core MSCI International Developed Markets ETF$460,847$31,887 ▼-6.5%6,8650.3%ETFVNQVanguard Real Estate ETF$455,3520.0%5,2650.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$313,589$5,227 ▲1.7%5,8790.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$289,968$40,077 ▼-12.1%11,2870.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$271,367$126 ▲0.0%10,7340.2%ETFVOVanguard Mid-Cap ETF$243,6650.0%9750.2%ETFHAUZX-trackers International Real Estate ETF$239,615$9,049 ▲3.9%11,0680.2%ETFIJHiShares Core S&P Mid-Cap ETF$202,816$202,816 ▲New Holding3,3390.2%ETFISCBiShares Morningstar Small-Cap ETF$201,238$201,238 ▲New Holding3,5800.2%ETFShowing largest 100 holdings. View all holdings. 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