$104 Million is the total value of Strategic Financial Planning, Inc.'s 31 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IDEV | New | ISHARES TRcore msci intl | $564,000 | – | 10,502 | +100.0% | 0.54% | – |
USRT | New | ISHARES TRcre u s reit etf | $353,000 | – | 6,603 | +100.0% | 0.34% | – |
VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $210,000 | – | 4,199 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 16.9% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 14.1% |
SPDR INDEX SHS FDS | 19 | Q2 2024 | 10.8% |
VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 11.1% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 7.1% |
VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 8.6% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 8.8% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 6.5% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 8.3% |
VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 3.5% |
View Strategic Financial Planning, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-12 |
N-PX | 2024-07-22 |
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 |
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.