Strategic Financial Planning, Inc. 13F Holdings
CIK 0001802277 · Plano, TX
As of Sep 30, 2025, Strategic Financial Planning, Inc. reported 38 positions worth
CIK 0001802277 · Plano, TX
As of Sep 30, 2025, Strategic Financial Planning, Inc. reported 38 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF | SCHB | — | 1,043,292 | $26.8M | 15.54% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 741,711 | $20.7M | 11.99% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 309,576 | 6.8M | 9.72% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 367,681 | 5.7M | 9.12% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 77,305 | 1.0M | 6.38% |
| SCHWAB US REIT ETF | SCHH | — | 459,451 | $9.9M | 5.74% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 172,602 | $7.9M | 4.55% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 143,037 | $6.6M | 3.84% |
| SCHWAB STRATEGIC TR | SCYB | — | 228,706 | $6.1M | 3.54% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 111,817 | $5.3M | 3.09% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 16,236 | $5.3M | 3.09% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 195,003 | $4.5M | 2.63% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 21,026 | $4.4M | 2.55% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 102,944 | $3.4M | 1.99% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 66,088 | $3.3M | 1.89% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 33,304 | $2.7M | 1.56% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 44,239 | $2.7M | 1.54% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 78,294 | $2.3M | 1.34% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 29,319 | .9M | 1.12% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 39,590 | .9M | 1.07% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 19,530 | .6M | 0.91% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 19,705 | .5M | 0.85% |
| SCHWAB US TIPS ETF | SCHP | — | 49,487 | .3M | 0.77% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 54,301 | .3M | 0.75% |
| ISHARES CORE US REIT ETF | USRT | — | 17,733 | .0M | 0.60% |