$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJR | ISHARES TRcore s&p scp etf | $390,000 | +21.5% | 5,718 | 0.0% | 0.43% | +2.1% | |
IVV | ISHARES TRcore s&p500 etf | $361,000 | +19.9% | 1,165 | 0.0% | 0.40% | +0.8% |
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.