Holders — by stockHoldings — by fund
Strategic Financial Planning, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001802277
$191.6M
disclosed book value
41
positions
12.7%
largest position share
Positions, as of 2026-06-30
top 41 of 41 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 841,398 | $24.4M | 12.7% |
| 2 | SCHASCHWAB STRATEGIC TR | 605,509 | $21.9M | 11.4% |
| 3 | VWOVANGUARD INTL EQUITY INDEX F | 315,363 | $18.8M | 9.8% |
| 4 | SPDWSPDR INDEX SHS FDS | 352,236 | $17.7M | 9.3% |
| 5 | SPSMSPDR SERIES TRUST | 217,032 | $12.5M | 6.5% |
| 6 | VSSVANGUARD INTL EQUITY INDEX F | 78,172 | $12.0M | 6.3% |
| 7 | SCHHSCHWAB STRATEGIC TR | 499,423 | $11.8M | 6.2% |
| 8 | SCHCSCHWAB STRATEGIC TR | 160,420 | $7.7M | 4% |
| 9 | SCYBSCHWAB STRATEGIC TR | 234,403 | $6.1M | 3.2% |
| 10 | VTIVANGUARD INDEX FDS | 15,925 | $5.9M | 3.1% |
| 11 | SCHFSCHWAB STRATEGIC TR | 193,304 | $5.4M | 2.8% |
| 12 | VNQIVANGUARD INTL EQUITY INDEX F | 115,681 | $5.2M | 2.7% |
| 13 | VXFVANGUARD INDEX FDS | 19,511 | $4.8M | 2.5% |
| 14 | BKLCBNY MELLON ETF TRUST | 32,027 | $4.6M | 2.4% |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 69,531 | $3.4M | 1.8% |
| 16 | SCHESCHWAB STRATEGIC TR | 89,994 | $3.3M | 1.7% |
| 17 | VEAVANGUARD TAX MANAGED INTL FD | 39,004 | $2.8M | 1.5% |
| 18 | SCHMSCHWAB STRATEGIC TR | 64,900 | $2.4M | 1.2% |
| 19 | IEMGISHARES INC | 25,335 | $2.1M | 1.1% |
| 20 | SPEMSPDR INDEX SHS FDS | 37,476 | $1.9M | 1% |
| 21 | SPTMSPDR SER TR | 21,240 | $1.9M | 1% |
| 22 | IDEVISHARES TR | 19,065 | $1.7M | 0.9% |
| 23 | SPMDSPDR SER TR | 20,599 | $1.4M | 0.7% |
| 24 | SCHPSCHWAB STRATEGIC TR | 51,734 | $1.4M | 0.7% |
| 25 | SPHYSPDR SER TR | 57,588 | $1.4M | 0.7% |
| 26 | BNDVANGUARD BD INDEX FD INC | 16,124 | $1.2M | 0.6% |
| 27 | VWOBVANGUARD WHITEHALL FDS INC | 15,898 | $1.1M | 0.6% |
| 28 | USRTISHARES TR | 15,829 | $1.1M | 0.5% |
| 29 | LEMBISHARES INC | 22,524 | $953,910 | 0.5% |
| 30 | IVVISHARES TR | 1,149 | $860,114 | 0.4% |
| 31 | IJRISHARES TR | 5,107 | $757,398 | 0.4% |
| 32 | VOOVANGUARD INDEX FDS | 662 | $454,668 | 0.2% |
| 33 | EBNDSPDR SER TR | 20,573 | $430,381 | 0.2% |
| 34 | VNQVANGUARD INDEX FDS | 3,866 | $372,772 | 0.2% |
| 35 | BKAGBNY MELLON ETF TR | 8,579 | $359,883 | 0.2% |
| 36 | VOVANGUARD INDEX FDS | 3,900 | $314,240 | 0.2% |
| 37 | SPABSPDR SER TR | 11,084 | $282,862 | 0.1% |
| 38 | ISCBISHARES TR | 3,580 | $270,316 | 0.1% |
| 39 | HYMBSPDR SER TR | 10,360 | $263,558 | 0.1% |
| 40 | IJHISHARES TR | 3,338 | $257,400 | 0.1% |
| 41 | HAUZDBX ETF TR | 11,177 | $250,593 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.