Strategic Financial Planning, Inc.: 13F holdings
CIK 18022772026Q2
| Positions | 41 |
|---|---|
| Reported value | $191.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHB SCHWAB STRATEGIC TR | 841,398 | $24.4m | 12.7% |
| SCHA SCHWAB STRATEGIC TR | 605,509 | $21.9m | 11.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 315,363 | $18.8m | 9.8% |
| EWU SPDR INDEX SHS FDS | 352,236 | $17.7m | 9.3% |
| SPSM SPDR SERIES TRUST | 217,032 | $12.5m | 6.5% |
| VSS VANGUARD INTL EQUITY INDEX F | 78,172 | $12.0m | 6.3% |
| KIM SCHWAB STRATEGIC TR | 499,423 | $11.8m | 6.2% |
| SCHC SCHWAB STRATEGIC TR | 160,420 | $7.7m | 4.0% |
| SCHWAB STRATEGIC TR | 234,403 | $6.1m | 3.2% |
| VTI VANGUARD INDEX FDS | 15,925 | $5.9m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802277")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.