13F HOLDINGS REPORT
Strategic Financial Planning, Inc.
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001214659-25-016430
Total Value
$172.6M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 1,043,292 | $26.8M | 15.54% |
| 2 | SCHWAB STRATEGIC TR | 808524607 | 741,711 | $20.7M | 11.99% |
| 3 | VANGUARD INTL EQUITY INDEX F | 922042858 | 309,576 | $16.8M | 9.72% |
| 4 | SPDR INDEX SHS FDS | 78463X889 | 367,681 | $15.7M | 9.12% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042718 | 77,305 | $11.0M | 6.38% |
| 6 | SCHWAB STRATEGIC TR | 808524847 | 459,451 | $9.9M | 5.74% |
| 7 | SCHWAB STRATEGIC TR | 808524888 | 172,602 | $7.9M | 4.55% |
| 8 | SPDR SERIES TRUST | 78468R853 | 143,037 | $6.6M | 3.84% |
| 9 | SCHWAB STRATEGIC TR | 808524631 | 228,706 | $6.1M | 3.54% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042676 | 111,817 | $5.3M | 3.09% |
| 11 | VANGUARD INDEX FDS | 922908769 | 16,236 | $5.3M | 3.09% |
| 12 | SCHWAB STRATEGIC TR | 808524805 | 195,003 | $4.5M | 2.63% |
| 13 | VANGUARD INDEX FDS | 922908652 | 21,026 | $4.4M | 2.55% |
| 14 | SCHWAB STRATEGIC TR | 808524706 | 102,944 | $3.4M | 1.99% |
| 15 | VANGUARD CHARLOTTE FDS | 92203J407 | 66,088 | $3.3M | 1.89% |
| 16 | SPDR SER TR | 78464A805 | 33,304 | $2.7M | 1.56% |
| 17 | VANGUARD TAX MANAGED INTL FD | 921943858 | 44,239 | $2.7M | 1.54% |
| 18 | SCHWAB STRATEGIC TR | 808524508 | 78,294 | $2.3M | 1.34% |
| 19 | ISHARES INC | 46434G103 | 29,319 | $1.9M | 1.12% |
| 20 | SPDR INDEX SHS FDS | 78463X509 | 39,590 | $1.9M | 1.07% |
| 21 | ISHARES TR | 46435G326 | 19,530 | $1.6M | 0.91% |
| 22 | VANGUARD BD INDEX FD INC | 921937835 | 19,705 | $1.5M | 0.85% |
| 23 | SCHWAB STRATEGIC TR | 808524870 | 49,487 | $1.3M | 0.77% |
| 24 | SPDR SER TR | 78468R606 | 54,301 | $1.3M | 0.75% |
| 25 | ISHARES TR | 464288521 | 17,733 | $1.0M | 0.60% |
| 26 | VANGUARD WHITEHALL FDS INC | 921946885 | 15,367 | $1.0M | 0.60% |
| 27 | ISHARES INC | 464286517 | 22,796 | $938,615 | 0.54% |
| 28 | SPDR SER TR | 78464A847 | 15,247 | $871,995 | 0.51% |
| 29 | ISHARES TR | 464287200 | 1,149 | $768,704 | 0.45% |
| 30 | ISHARES TR | 464287804 | 5,220 | $620,275 | 0.36% |
| 31 | VANGUARD INDEX FDS | 922908363 | 700 | $428,666 | 0.25% |
| 32 | VANGUARD INDEX FDS | 922908553 | 4,314 | $394,354 | 0.23% |
| 33 | VANGUARD INDEX FDS | 922908629 | 975 | $286,457 | 0.17% |
| 34 | SPDR SER TR | 78464A649 | 10,805 | $279,311 | 0.16% |
| 35 | DBX ETF TR | 233051846 | 11,178 | $263,245 | 0.15% |
| 36 | SPDR SER TR | 78464A284 | 10,323 | $257,365 | 0.15% |
| 37 | ISHARES TR | 464288505 | 3,580 | $227,072 | 0.13% |
| 38 | ISHARES TR | 464287507 | 3,338 | $217,843 | 0.13% |