Strategic Financial Planning, Inc. Top Holdings and 13F Report (2025) About Strategic Financial Planning, Inc.Investment ActivityStrategic Financial Planning, Inc. has $160.61 million in total holdings as of June 30, 2025.Strategic Financial Planning, Inc. owns shares of 38 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.41% of the portfolio was purchased this quarter.About 3.80% of the portfolio was sold this quarter.This quarter, Strategic Financial Planning, Inc. has purchased 35 new stocks and bought additional shares in 14 stocks.Strategic Financial Planning, Inc. sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $23,420,077Schwab US Small-Cap ETF $19,297,749SPDR Portfolio Developed World ex-US ETF $15,339,834Vanguard FTSE Emerging Markets ETF $15,177,969Vanguard FTSE All-World ex-US Small-Cap ETF $10,514,683 Largest New Holdings this Quarter 808524631 - SCHWAB STRATEGIC TR $5,706,333 Holding464288505 - iShares Morningstar Small-Cap ETF $208,629 Holding464287507 - iShares Core S&P Mid-Cap ETF $207,090 Holding Largest Purchases this Quarter SCHWAB STRATEGIC TR 215,009 shares (about $5.71M)Schwab US Broad Market ETF 31,906 shares (about $760.32K)SPDR Portfolio S&P 600 Small Cap ETF 14,621 shares (about $622.86K)Vanguard FTSE Emerging Markets ETF 5,945 shares (about $294.04K)Schwab U.S. REIT ETF 12,743 shares (about $269.64K) Largest Sales this Quarter SPDR Portfolio High Yield Bond ETF 227,761 shares (about $5.42M)iShares Core MSCI Emerging Markets ETF 3,521 shares (about $211.36K)Schwab International Small-Cap Equity ETF 4,268 shares (about $181.77K)iShares Core MSCI International Developed Markets ETF 849 shares (about $64.56K)Schwab International Equity ETF 2,676 shares (about $59.14K) 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$23,420,077$760,320 ▲3.4%982,79814.6%ETFSCHASchwab US Small-Cap ETF$19,297,749$33,067 ▲0.2%762,75712.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,339,834$100,091 ▲0.7%378,8559.6%ETFVWOVanguard FTSE Emerging Markets ETF$15,177,969$294,039 ▲2.0%306,8749.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$10,514,683$137,212 ▲1.3%78,2406.5%ETFSCHHSchwab U.S. REIT ETF$9,618,471$269,642 ▲2.9%454,5596.0%ETFSCHCSchwab International Small-Cap Equity ETF$7,776,709$181,774 ▼-2.3%182,5954.8%ETFSCHWAB STRATEGIC TR$5,706,333$5,706,333 ▲New Holding215,0093.6%HIGH YIELD BD ETSPSMSPDR Portfolio S&P 600 Small Cap ETF$5,273,085$622,856 ▲13.4%123,7813.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$5,223,256$11,160 ▼-0.2%113,2663.3%ETFVTIVanguard Total Stock Market ETF$4,959,267$5,167 ▼-0.1%16,3173.1%ETFSCHFSchwab International Equity ETF$4,356,759$59,140 ▼-1.3%197,1382.7%ETFVXFVanguard Extended Market ETF$4,052,090$11,755 ▼-0.3%21,0272.5%ETFBNDXVanguard Total International Bond ETF$3,294,699$112,171 ▲3.5%66,5572.1%ETFSCHESchwab Emerging Markets Equity ETF$3,169,576$11,845 ▼-0.4%105,1622.0%ETFVEAVanguard FTSE Developed Markets ETF$2,549,556$49,884 ▼-1.9%44,7211.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,503,776$1,348 ▼-0.1%33,4331.6%ETFSCHMSchwab U.S. Mid-Cap ETF$2,233,456$5,750 ▼-0.3%79,6241.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,825,191$211,363 ▼-10.4%30,4051.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,800,049$45,176 ▼-2.4%42,1161.1%ETFIDEViShares Core MSCI International Developed Markets ETF$1,492,074$64,559 ▼-4.1%19,6220.9%ETFSCHPSchwab U.S. TIPS ETF$1,357,707$66,112 ▲5.1%50,8890.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,312,051$5,417,684 ▼-80.5%55,1590.8%ETFBNDVanguard Total Bond Market ETF$1,285,228$76,576 ▲6.3%17,4550.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,004,680$26,721 ▲2.7%15,3780.6%ETFUSRTiShares Core U.S. REIT ETF$1,003,209$113 ▲0.0%17,7370.6%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$928,190$6,217 ▼-0.7%22,9930.6%ETFIVViShares Core S&P 500 ETF$713,1150.0%1,1490.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$590,056$62,752 ▲11.9%10,8510.4%ETFIJRiShares Core S&P Small-Cap ETF$570,4780.0%5,2200.4%ETFVOOVanguard S&P 500 ETF$397,6210.0%7000.2%ETFVNQVanguard Real Estate ETF$386,311$1,158 ▼-0.3%4,3380.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$274,286$7,040 ▼-2.5%10,7140.2%ETFVOVanguard Mid-Cap ETF$272,8920.0%9750.2%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$260,169$18,189 ▼-6.5%10,4990.2%ETFHAUZXtrackers International Real Estate ETF$255,644$46 ▲0.0%11,1780.2%ETFISCBiShares Morningstar Small-Cap ETF$208,629$208,629 ▲New Holding3,5800.1%ETFIJHiShares Core S&P Mid-Cap ETF$207,090$207,090 ▲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. 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