$89.8 Million is the total value of Strategic Financial Planning, Inc.'s 29 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $5,483,000 | +386.5% | 225,166 | +313.4% | 6.10% | +309.1% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $4,355,000 | +764.1% | 147,293 | +613.7% | 4.85% | +627.0% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $4,012,000 | +8.5% | 85,827 | +2.4% | 4.47% | -8.7% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,674,000 | +73.5% | 123,487 | +50.7% | 4.09% | +45.8% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $2,980,000 | +19.1% | 63,864 | +9.5% | 3.32% | +0.1% |
| SPSM | Buy | SPDR SERIES TRUSTportfolio sm etf | $2,857,000 | +127.3% | 107,513 | +86.9% | 3.18% | +91.1% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,401,000 | +73.8% | 37,076 | +44.7% | 1.56% | +46.2% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $784,000 | – | 9,987 | +100.0% | 0.87% | – |
| LEMB | Buy | ISHARES INCjp morgan em etf | $769,000 | +14.8% | 18,845 | +5.4% | 0.86% | -3.5% |
| MUB | Buy | ISHARES TRnational mun etf | $292,000 | +14.5% | 2,532 | +12.3% | 0.32% | -3.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $274,000 | +2.2% | 2,543 | +0.9% | 0.30% | -14.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 16.9% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 14.1% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 10.8% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 11.1% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 7.1% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 8.6% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 6.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 8.8% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 8.3% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 3.5% |
View Strategic Financial Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-07 |
View Strategic Financial Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.