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Size ($ in 1000's)
At 12/31/2023: $127,916
At 09/30/2023: $108,574
Strategic Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Financial Planning Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Strategic Financial Planning Inc. top holdings by largest position size, as per the latest 13f filing made by Strategic Financial Planning Inc..
In the Strategic Financial Planning Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Strategic Financial Planning Inc. in that top holding, then the share count change between reporting periods, and finally the Strategic Financial Planning Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
339,229 |
+24,364 |
$18,885 | | SCHB | 339,229 | +24,364 | $18,885 | | SCHWAB STRATEGIC TR |
338,002 |
+22,041 |
$15,967 | | SCHA | 338,002 | +22,041 | $15,967 | | SPDR INDEX SHS FDS (SPDW) |
345,679 |
+9,423 |
$11,757 | | SPDW | 345,679 | +9,423 | $11,757 | | VANGUARD INTL EQUITY INDEX F (VWO) |
244,717 |
-4,726 |
$10,058 | | VWO | 244,717 | -4,726 | $10,058 | | SCHWAB STRATEGIC TR |
374,825 |
+21,581 |
$7,763 | | SCHH | 374,825 | +21,581 | $7,763 | | VANGUARD INTL EQUITY INDEX F (VSS) |
63,518 |
+1,098 |
$7,306 | | VSS | 63,518 | +1,098 | $7,306 | | SCHWAB STRATEGIC TR |
179,981 |
+28,461 |
$6,280 | | SCHC | 179,981 | +28,461 | $6,280 | | SPDR SER TR (SPHY) |
242,573 |
+17,149 |
$5,671 | | SPHY | 242,573 | +17,149 | $5,671 | | SPDR SERIES TRUST (SPSM) |
104,024 |
+7,428 |
$4,388 | | SPSM | 104,024 | +7,428 | $4,388 | | SCHWAB STRATEGIC TR |
113,151 |
+2,986 |
$4,182 | | SCHF | 113,151 | +2,986 | $4,182 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
96,774 |
+4,499 |
$4,122 | | VNQI | 96,774 | +4,499 | $4,122 | | VANGUARD INDEX FDS (VXF) |
21,322 |
-289 |
$3,506 | | VXF | 21,322 | -289 | $3,506 | | SCHWAB STRATEGIC TR |
139,238 |
+1,210 |
$3,452 | | SCHE | 139,238 | +1,210 | $3,452 | | VANGUARD INDEX FDS (VTI) |
13,648 |
-55 |
$3,238 | | VTI | 13,648 | -55 | $3,238 | | VANGUARD CHARLOTTE FDS (BNDX) |
59,850 |
+2,437 |
$2,954 | | BNDX | 59,850 | +2,437 | $2,954 | | VANGUARD TAX MANAGED INTL FD (VEA) |
48,538 |
+9,585 |
$2,325 | | VEA | 48,538 | +9,585 | $2,325 | | SPDR SER TR (SPTM) |
35,865 |
-32 |
$2,096 | | SPTM | 35,865 | -32 | $2,096 | | SCHWAB STRATEGIC TR |
27,742 |
+2,707 |
$2,090 | | SCHM | 27,742 | +2,707 | $2,090 | | ISHARES INC (IEMG) |
38,955 |
+10,226 |
$1,970 | | IEMG | 38,955 | +10,226 | $1,970 | | SPDR INDEX SHS FDS (SPEM) |
40,838 |
+30,422 |
$1,446 | | SPEM | 40,838 | +30,422 | $1,446 | | SCHWAB STRATEGIC TR |
22,318 |
+1,672 |
$1,165 | | SCHP | 22,318 | +1,672 | $1,165 | | VANGUARD BD INDEX FD INC (BND) |
15,382 |
-4,397 |
$1,131 | | BND | 15,382 | -4,397 | $1,131 | | ISHARES TR (USRT) |
18,222 |
+18,222 |
$989 | | USRT | 18,222 | +18,222 | $989 | | VANGUARD WHITEHALL FDS INC (VWOB) |
14,873 |
+543 |
$948 | | VWOB | 14,873 | +543 | $948 | | ISHARES INC (LEMB) |
22,590 |
+1,231 |
$830 | | LEMB | 22,590 | +1,231 | $830 | | ISHARES TR (IJR) |
5,299 |
-110 |
$574 | | IJR | 5,299 | -110 | $574 | | ISHARES TR (IVV) |
1,149 |
UNCH |
$549 | | IVV | 1,149 | UNCH | $549 | | ISHARES TR (IDEV) |
7,340 |
+7,340 |
$467 | | IDEV | 7,340 | +7,340 | $467 | | VANGUARD INDEX FDS (VNQ) |
5,265 |
-8,582 |
$465 | | VNQ | 5,265 | -8,582 | $465 | | SPDR SER TR (HYMB) |
12,847 |
+12,847 |
$325 | | HYMB | 12,847 | +12,847 | $325 | | SPDR SER TR (SPMD) |
5,781 |
+95 |
$282 | | SPMD | 5,781 | +95 | $282 | | SPDR SER TR (SPAB) |
10,729 |
+10,729 |
$275 | | SPAB | 10,729 | +10,729 | $275 | | DBX ETF TR (HAUZ) |
10,650 |
+10,650 |
$233 | | HAUZ | 10,650 | +10,650 | $233 |
See Full List: All Stocks Held By Strategic Financial Planning Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Strategic Financial Planning Inc.
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