Strategic Financial Planning, Inc. Top Holdings and 13F Report (2025) About Strategic Financial Planning, Inc.Investment ActivityStrategic Financial Planning, Inc. has $145.02 million in total holdings as of March 31, 2025.Strategic Financial Planning, Inc. owns shares of 35 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.62% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Strategic Financial Planning, Inc. has purchased 37 new stocks and bought additional shares in 19 stocks.Strategic Financial Planning, Inc. sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $20,472,928Schwab US Small-Cap ETF $17,840,771SPDR Portfolio Developed World ex-US ETF $13,703,978Vanguard FTSE Emerging Markets ETF $13,615,779Schwab U.S. REIT ETF $9,503,447 Largest Purchases this Quarter SPDR Portfolio S&P 600 Small Cap ETF 7,082 shares (about $288.68K)Vanguard FTSE Emerging Markets ETF 3,658 shares (about $165.51K)Schwab U.S. REIT ETF 7,295 shares (about $156.92K)Vanguard FTSE All-World ex-US Small-Cap ETF 1,045 shares (about $120.79K)Schwab US Broad Market ETF 2,646 shares (about $56.97K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 3,649 shares (about $196.94K)Schwab Emerging Markets Equity ETF 2,226 shares (about $61.37K)Schwab International Small-Cap Equity ETF 1,656 shares (about $59.42K)Schwab U.S. TIPS ETF 1,739 shares (about $46.76K)Vanguard Total International Bond ETF 656 shares (about $32.02K) 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$20,472,928$56,969 ▲0.3%950,89214.1%ETFSCHASchwab US Small-Cap ETF$17,840,771$11,902 ▲0.1%761,45012.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$13,703,978$14,163 ▼-0.1%376,3839.4%ETFVWOVanguard FTSE Emerging Markets ETF$13,615,779$165,509 ▲1.2%300,9299.4%ETFSCHHSchwab U.S. REIT ETF$9,503,447$156,915 ▲1.7%441,8166.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$8,925,788$120,792 ▲1.4%77,2196.2%ETFSCHCSchwab International Small-Cap Equity ETF$6,704,578$59,417 ▼-0.9%186,8634.6%ETFSPHYSPDR Portfolio High Yield Bond ETF$6,625,983$14,333 ▲0.2%282,9204.6%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,592,547$2,509 ▲0.1%113,5083.2%ETFVTIVanguard Total Stock Market ETF$4,489,178$17,864 ▼-0.4%16,3343.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,449,675$288,683 ▲6.9%109,1603.1%ETFSCHFSchwab International Equity ETF$3,952,327$20,809 ▼-0.5%199,8142.7%ETFVXFVanguard Extended Market ETF$3,632,598$26,700 ▼-0.7%21,0882.5%ETFBNDXVanguard Total International Bond ETF$3,138,503$32,024 ▼-1.0%64,2912.2%ETFSCHESchwab Emerging Markets Equity ETF$2,910,139$61,371 ▼-2.1%105,5552.0%ETFVEAVanguard FTSE Developed Markets ETF$2,317,624$1,932 ▲0.1%45,5961.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,274,988$272 ▲0.0%33,4511.6%ETFSCHMSchwab U.S. Mid-Cap ETF$2,091,527$3,825 ▲0.2%79,8291.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,830,984$196,936 ▼-9.7%33,9261.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,699,675$1,102 ▲0.1%43,1731.2%ETFIDEViShares Core MSCI International Developed Markets ETF$1,410,260$4,478 ▼-0.3%20,4711.0%ETFSCHPSchwab U.S. TIPS ETF$1,301,763$46,761 ▼-3.5%48,4110.9%ETFBNDVanguard Total Bond Market ETF$1,205,661$7,639 ▲0.6%16,4150.8%ETFUSRTiShares Core U.S. REIT ETF$1,021,548$58 ▲0.0%17,7350.7%ETFVWOBVanguard Emerging Markets Government Bond ETF$960,822$2,760 ▲0.3%14,9690.7%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$867,067$24,423 ▼-2.7%23,1470.6%ETFIVViShares Core S&P 500 ETF$645,3530.0%1,1490.4%ETFIJRiShares Core S&P Small-Cap ETF$545,8400.0%5,2200.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$496,281$54,301 ▲12.3%9,6970.3%ETFVNQVanguard Real Estate ETF$393,904$91 ▲0.0%4,3510.3%ETFVOOVanguard S&P 500 ETF$359,7370.0%7000.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$283,291$3,279 ▲1.2%11,2330.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$280,654$1,481 ▲0.5%10,9890.2%ETFVOVanguard Mid-Cap ETF$252,2080.0%9750.2%ETFHAUZX-trackers International Real Estate ETF$227,1000.0%11,1760.2%ETFISCBiShares Morningstar Small-Cap ETF$0$210,019 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$208,058 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. 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