13F HOLDINGS REPORT
Strategic Financial Planning, Inc.
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001214659-25-002552
Total Value
$146.7M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 948,246 | $21.5M | 14.67% |
| 2 | SCHWAB STRATEGIC TR | 808524607 | 760,942 | $19.7M | 13.41% |
| 3 | VANGUARD INTL EQUITY INDEX F | 922042858 | 297,271 | $13.1M | 8.92% |
| 4 | SPDR INDEX SHS FDS | 78463X889 | 376,772 | $12.9M | 8.76% |
| 5 | SCHWAB STRATEGIC TR | 808524847 | 434,521 | $9.2M | 6.24% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042718 | 76,174 | $8.7M | 5.94% |
| 7 | SPDR SER TR | 78468R606 | 282,308 | $6.6M | 4.52% |
| 8 | SCHWAB STRATEGIC TR | 808524888 | 188,519 | $6.5M | 4.41% |
| 9 | VANGUARD INDEX FDS | 922908769 | 16,399 | $4.8M | 3.24% |
| 10 | SPDR SERIES TRUST | 78468R853 | 102,078 | $4.6M | 3.12% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042676 | 113,446 | $4.5M | 3.06% |
| 12 | VANGUARD INDEX FDS | 922908652 | 21,243 | $4.0M | 2.75% |
| 13 | SCHWAB STRATEGIC TR | 808524805 | 200,866 | $3.7M | 2.53% |
| 14 | VANGUARD CHARLOTTE FDS | 92203J407 | 64,947 | $3.2M | 2.17% |
| 15 | SCHWAB STRATEGIC TR | 808524706 | 107,781 | $2.9M | 1.96% |
| 16 | SPDR SER TR | 78464A805 | 33,447 | $2.4M | 1.63% |
| 17 | SCHWAB STRATEGIC TR | 808524508 | 79,683 | $2.2M | 1.51% |
| 18 | VANGUARD TAX MANAGED INTL FD | 921943858 | 45,558 | $2.2M | 1.48% |
| 19 | ISHARES INC | 46434G103 | 37,575 | $2.0M | 1.34% |
| 20 | SPDR INDEX SHS FDS | 78463X509 | 43,145 | $1.7M | 1.13% |
| 21 | ISHARES TR | 46435G326 | 20,536 | $1.3M | 0.90% |
| 22 | SCHWAB STRATEGIC TR | 808524870 | 50,150 | $1.3M | 0.88% |
| 23 | VANGUARD BD INDEX FD INC | 921937835 | 16,311 | $1.2M | 0.80% |
| 24 | ISHARES TR | 464288521 | 17,734 | $1.0M | 0.69% |
| 25 | VANGUARD WHITEHALL FDS INC | 921946885 | 14,926 | $942,683 | 0.64% |
| 26 | ISHARES INC | 464286517 | 23,799 | $859,327 | 0.59% |
| 27 | ISHARES TR | 464287200 | 1,149 | $676,110 | 0.46% |
| 28 | ISHARES TR | 464287804 | 5,220 | $601,432 | 0.41% |
| 29 | SPDR SER TR | 78464A847 | 8,636 | $472,324 | 0.32% |
| 30 | VANGUARD INDEX FDS | 922908553 | 4,350 | $387,454 | 0.26% |
| 31 | VANGUARD INDEX FDS | 922908363 | 700 | $377,167 | 0.26% |
| 32 | SPDR SER TR | 78464A284 | 11,103 | $284,005 | 0.19% |
| 33 | SPDR SER TR | 78464A649 | 10,931 | $273,153 | 0.19% |
| 34 | VANGUARD INDEX FDS | 922908629 | 975 | $257,581 | 0.18% |
| 35 | DBX ETF TR | 233051846 | 11,176 | $221,170 | 0.15% |
| 36 | ISHARES TR | 464288505 | 3,580 | $210,019 | 0.14% |
| 37 | ISHARES TR | 464287507 | 3,339 | $208,058 | 0.14% |