43 is the total number of securities Strategic Financial Planning, Inc. has owned. The longest Strategic Financial Planning, Inc. has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SCHB | SCHWAB STRATEGIC TR | 16 | 16 | 13.16% | 14.60% | 16.89% | Q4 2019 | Q3 2023 | 16 |
| SCHA | SCHWAB STRATEGIC TR | 16 | 16 | 11.13% | 12.15% | 14.11% | Q4 2019 | Q3 2023 | 16 |
| SPDW | SPDR INDEX SHS FDS | 16 | 16 | 4.22% | 9.23% | 10.79% | Q4 2019 | Q3 2023 | 16 |
| VWO | VANGUARD INTL EQUITY I... | 16 | 16 | 0.71% | 7.34% | 11.14% | Q4 2019 | Q3 2023 | 16 |
| SCHH | SCHWAB STRATEGIC TR | 16 | 16 | 5.13% | 6.05% | 7.10% | Q4 2019 | Q3 2023 | 16 |
| VSS | VANGUARD INTL EQUITY I... | 16 | 16 | 0.64% | 5.52% | 8.56% | Q4 2019 | Q3 2023 | 16 |
| SCHE | SCHWAB STRATEGIC TR | 16 | 16 | 1.49% | 4.69% | 6.51% | Q4 2019 | Q3 2023 | 16 |
| SCHC | SCHWAB STRATEGIC TR | 16 | 16 | 0.67% | 4.69% | 8.77% | Q4 2019 | Q3 2023 | 16 |
| SCHF | SCHWAB STRATEGIC TR | 16 | 16 | 2.80% | 3.96% | 8.34% | Q4 2019 | Q3 2023 | 16 |
| VNQI | VANGUARD INTL EQUITY I... | 16 | 16 | 2.99% | 3.32% | 3.54% | Q4 2019 | Q3 2023 | 16 |
| SPSM | SPDR SERIES TRUST | 16 | 16 | 1.25% | 3.08% | 3.55% | Q4 2019 | Q3 2023 | 16 |
| VXF | VANGUARD INDEX FDS | 16 | 16 | 2.85% | 3.03% | 3.37% | Q4 2019 | Q3 2023 | 16 |
| BNDX | VANGUARD CHARLOTTE FDS | 16 | 16 | 2.39% | 2.66% | 3.57% | Q4 2019 | Q3 2023 | 16 |
| VTI | VANGUARD INDEX FDS | 16 | 16 | 2.25% | 2.63% | 3.30% | Q4 2019 | Q3 2023 | 16 |
| SCHM | SCHWAB STRATEGIC TR | 16 | 16 | 1.39% | 1.58% | 1.85% | Q4 2019 | Q3 2023 | 16 |
| BND | VANGUARD BD INDEX FD INC | 16 | 16 | 1.19% | 1.50% | 2.04% | Q4 2019 | Q3 2023 | 16 |
| SCHP | SCHWAB STRATEGIC TR | 16 | 16 | 0.88% | 1.34% | 1.87% | Q4 2019 | Q3 2023 | 16 |
| VEA | VANGUARD TAX MANAGED I... | 16 | 16 | 0.41% | 0.90% | 1.68% | Q4 2019 | Q3 2023 | 16 |
| VWOB | VANGUARD WHITEHALL FDS... | 16 | 16 | 0.78% | 0.90% | 1.15% | Q4 2019 | Q3 2023 | 16 |
| LEMB | ISHARES INC | 16 | 16 | 0.68% | 0.78% | 0.89% | Q4 2019 | Q3 2023 | 16 |
| IJR | ISHARES TR | 16 | 16 | 0.42% | 0.46% | 0.50% | Q4 2019 | Q3 2023 | 16 |
| HYD | VANECK VECTORS ETF TR | 16 | 16 | 0.25% | 0.42% | 0.57% | Q4 2019 | Q3 2023 | 16 |
| IVV | ISHARES TR | 16 | 16 | 0.34% | 0.40% | 0.45% | Q4 2019 | Q3 2023 | 16 |
| SPTM | SPDR SER TR | 15 | 15 | 1.07% | 1.57% | 1.79% | Q1 2020 | Q3 2023 | 15 |
| VNQ | VANGUARD INDEX FDS | 14 | 14 | 0.68% | 0.84% | 1.18% | Q2 2020 | Q3 2023 | 14 |
| SPEM | SPDR INDEX SHS FDS | 12 | 1 | 0.18% | 0.79% | 5.23% | Q4 2019 | Q3 2023 | 13 |
| MUB | ISHARES TR | 9 | 3 | 0.19% | 0.31% | 0.40% | Q4 2019 | Q2 2023 | 12 |
| HYLB | DBX ETF TR | 10 | 10 | 0.20% | 3.83% | 4.90% | Q4 2019 | Q1 2022 | 10 |
| SCHZ | SCHWAB STRATEGIC TR | 10 | 10 | 0.21% | 0.30% | 0.43% | Q4 2019 | Q1 2022 | 10 |
| SPMD | SPDR SER TR | 5 | 5 | 0.15% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 10 |
| SUB | ISHARES TR | 9 | 9 | 0.16% | 0.28% | 0.36% | Q4 2019 | Q4 2021 | 9 |
| SPHY | SPDR SER TR | 8 | 8 | 1.19% | 4.07% | 4.80% | Q4 2021 | Q3 2023 | 8 |
| IEMG | ISHARES INC | 8 | 8 | 0.15% | 0.97% | 1.40% | Q4 2021 | Q3 2023 | 8 |
| HYMB | SPDR SER TR | 4 | 1 | 0.18% | 0.27% | 0.34% | Q1 2022 | Q2 2023 | 5 |
| VO | VANGUARD INDEX FDS | 3 | 3 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
| FB | FACEBOOK INC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q2 2021 | Q4 2021 | 3 |
| IDEV | ISHARES TR | 2 | 2 | 0.49% | 0.52% | 0.54% | Q2 2022 | Q3 2022 | 2 |
| HAUZ | DBX ETF TR | 1 | 1 | 0.18% | 0.25% | 0.31% | Q1 2022 | Q3 2022 | 2 |
| USRT | ISHARES TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
| SPAB | SPDR SER TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
| CRM | SALESFORCE COM INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
| VTEB | VANGUARD MUN BD FD INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
| VB | VANGUARD INDEX FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SPDR INDEX SHS FDS, are the highest-conviction holdings of Strategic Financial Planning, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Strategic Financial Planning, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Strategic Financial Planning, Inc. owns currently or has owned in the past.