Strategic Financial Planning, Inc.
CIK: 0001802277SEC EDGAR →
Portfolio Value
$175.8B
Holdings
39
As of
Q4 2025
New Positions
38
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 939,186 | $24.6B | 14.02% |
| 2 | SCHWAB STRATEGIC TR | 704,165 | $20.1B | 11.41% |
| 3 | VANGUARD INTL EQUITY INDEX F | 312,660 | $16.8B | 9.56% |
| 4 | SPDR INDEX SHS FDS | 371,396 | $16.5B | 9.38% |
| 5 | VANGUARD INTL EQUITY INDEX F | 78,498 | $11.2B | 6.40% |
| 6 | SCHWAB STRATEGIC TR | 483,962 | $10.1B | 5.75% |
| 7 | SPDR SERIES TRUST | 178,434 | $8.4B | 4.76% |
| 8 | SCHWAB STRATEGIC TR | 170,239 | $7.8B | 4.41% |
| 9 | SCHWAB STRATEGIC TR | 237,534 | $6.3B | 3.57% |
| 10 | VANGUARD INDEX FDS | 16,166 | $5.4B | 3.08% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $175.7B | 100.0% |