Arnold Financial Planning LLC: 13F holdings

CIK 21070202026Q2

Positions41
Reported value$134.1m
Filed2026-07-14

Top 10 holdings

SecuritySharesValueWeight
SCHX SCHWAB STRATEGIC TR553,571$16.3m12.1%
SCHZ SCHWAB STRATEGIC TR686,760$15.9m11.8%
SCHO SCHWAB STRATEGIC TR547,509$13.2m9.9%
SCHF SCHWAB STRATEGIC TR442,962$12.3m9.2%
SCHA SCHWAB STRATEGIC TR281,147$10.2m7.6%
DIMENSIONAL ETF TRUST199,973$8.9m6.6%
SCHV SCHWAB STRATEGIC TR253,746$8.8m6.6%
SLYV SPDR SERIES TRUST75,505$8.2m6.1%
SCHC SCHWAB STRATEGIC TR138,331$6.7m5.0%
DFCF DIMENSIONAL ETF TRUST135,325$5.7m4.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2107020")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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