13F HOLDINGS REPORT
Strategic Financial Planning, Inc.
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001214659-25-007548
Total Value
$145.0M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 950,892 | $20.5M | 14.12% |
| 2 | SCHWAB STRATEGIC TR | 808524607 | 761,450 | $17.8M | 12.30% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 376,383 | $13.7M | 9.45% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042858 | 300,929 | $13.6M | 9.39% |
| 5 | SCHWAB STRATEGIC TR | 808524847 | 441,816 | $9.5M | 6.55% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042718 | 77,219 | $8.9M | 6.15% |
| 7 | SCHWAB STRATEGIC TR | 808524888 | 186,863 | $6.7M | 4.62% |
| 8 | SPDR SER TR | 78468R606 | 282,920 | $6.6M | 4.57% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042676 | 113,508 | $4.6M | 3.17% |
| 10 | VANGUARD INDEX FDS | 922908769 | 16,334 | $4.5M | 3.10% |
| 11 | SPDR SERIES TRUST | 78468R853 | 109,160 | $4.4M | 3.07% |
| 12 | SCHWAB STRATEGIC TR | 808524805 | 199,814 | $4.0M | 2.73% |
| 13 | VANGUARD INDEX FDS | 922908652 | 21,088 | $3.6M | 2.50% |
| 14 | VANGUARD CHARLOTTE FDS | 92203J407 | 64,291 | $3.1M | 2.16% |
| 15 | SCHWAB STRATEGIC TR | 808524706 | 105,555 | $2.9M | 2.01% |
| 16 | VANGUARD TAX MANAGED INTL FD | 921943858 | 45,596 | $2.3M | 1.60% |
| 17 | SPDR SER TR | 78464A805 | 33,451 | $2.3M | 1.57% |
| 18 | SCHWAB STRATEGIC TR | 808524508 | 79,829 | $2.1M | 1.44% |
| 19 | ISHARES INC | 46434G103 | 33,926 | $1.8M | 1.26% |
| 20 | SPDR INDEX SHS FDS | 78463X509 | 43,173 | $1.7M | 1.17% |
| 21 | ISHARES TR | 46435G326 | 20,471 | $1.4M | 0.97% |
| 22 | SCHWAB STRATEGIC TR | 808524870 | 48,411 | $1.3M | 0.90% |
| 23 | VANGUARD BD INDEX FD INC | 921937835 | 16,415 | $1.2M | 0.83% |
| 24 | ISHARES TR | 464288521 | 17,735 | $1.0M | 0.70% |
| 25 | VANGUARD WHITEHALL FDS INC | 921946885 | 14,969 | $960,822 | 0.66% |
| 26 | ISHARES INC | 464286517 | 23,147 | $867,067 | 0.60% |
| 27 | ISHARES TR | 464287200 | 1,149 | $645,353 | 0.44% |
| 28 | ISHARES TR | 464287804 | 5,220 | $545,840 | 0.38% |
| 29 | SPDR SER TR | 78464A847 | 9,697 | $496,281 | 0.34% |
| 30 | VANGUARD INDEX FDS | 922908553 | 4,351 | $393,904 | 0.27% |
| 31 | VANGUARD INDEX FDS | 922908363 | 700 | $359,737 | 0.25% |
| 32 | SPDR SER TR | 78464A284 | 11,233 | $283,291 | 0.20% |
| 33 | SPDR SER TR | 78464A649 | 10,989 | $280,654 | 0.19% |
| 34 | VANGUARD INDEX FDS | 922908629 | 975 | $252,208 | 0.17% |
| 35 | DBX ETF TR | 233051846 | 11,176 | $227,100 | 0.16% |