Institutional Manager · CIK 0002107020
Arnold Financial Planning LLC
HIAWATHA, IA · File #028-25985
Latest AUM
$97.0M
Positions
24
Top-10 Concentration
87.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524839 | 564,204 | $13.2M | 13.59% |
| 2 | SCHWAB STRATEGIC TR | 808524201 | 453,850 | $12.2M | 12.59% |
| 3 | SCHWAB STRATEGIC TR | 808524862 | 433,668 | $10.6M | 10.90% |
| 4 | SCHWAB STRATEGIC TR | 808524805 | 393,633 | $9.5M | 9.76% |
| 5 | DIMENSIONAL ETF TRUST | 25434V708 | 203,159 | $8.0M | 8.29% |
| 6 | SPDR SERIES TRUST | 78464A300 | 75,073 | $6.8M | 7.04% |
| 7 | SCHWAB STRATEGIC TR | 808524607 | 237,749 | $6.8M | 6.98% |
| 8 | SCHWAB STRATEGIC TR | 808524409 | 207,609 | $6.1M | 6.34% |
| 9 | DIMENSIONAL ETF TRUST | 25434V872 | 138,026 | $5.9M | 6.06% |
| 10 | SCHWAB STRATEGIC TR | 808524888 | 127,575 | $5.8M | 5.99% |
| 11 | SCHWAB STRATEGIC TR | 808524706 | 86,958 | $2.8M | 2.94% |
| 12 | DIMENSIONAL ETF TRUST | 25434V203 | 49,976 | $1.9M | 1.96% |
| 13 | VANGUARD INDEX FDS | 922908769 | 4,025 | $1.3M | 1.39% |
| 14 | DIMENSIONAL ETF TRUST | 25434V880 | 32,508 | $1.1M | 1.10% |
| 15 | APPLE INC | AAPL | 3,734 | $1.0M | 1.05% |
| 16 | DIMENSIONAL ETF TRUST | 25434V302 | 26,485 | $862,627 | 0.89% |
| 17 | ISHARES TR | 464287804 | 5,313 | $638,499 | 0.66% |
| 18 | NVIDIA CORPORATION | NVDA | 3,220 | $600,530 | 0.62% |
| 19 | DIMENSIONAL ETF TRUST | 25434V823 | 18,581 | $425,523 | 0.44% |
| 20 | ISHARES TR | 464287465 | 4,115 | $395,163 | 0.41% |