$139 Million is the total value of Strategic Financial Planning, Inc.'s 34 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISCB | Exit | ISHARES TRmrgstr sm cp etf | $0 | – | -3,580 | -100.0% | -0.15% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -3,339 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-12
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.