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CIK: 0001802277
Total reported value
$191.6M
$191.6M
34 檔
38.6%
During the Q2 2024 filing period, Strategic Financial Planning, Inc. (CIK: 0001802277) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $191.6M across 34 reported positions.
During Q2 2024, Strategic Financial Planning, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.51% | +12.72% | NEW | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-Other | 13.00% | +11.42% | NEW | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.59% | +9.26% | NEW | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 8.96% | +9.82% | NEW | |
| 5 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 6.23% | +6.28% | NEW | |
| 6 | SCHH | Schwab US Reit ETF | ETF-Other | 5.82% | +6.17% | NEW | |
| 7 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 4.59% | +4.03% | NEW | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.37% | +0.71% | NEW | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.08% | +6.53% | NEW | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 3.01% | +2.71% | NEW | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.82% | +2.80% | NEW | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.59% | +3.08% | NEW | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.59% | +2.51% | NEW | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.18% | +1.70% | NEW | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.14% | -4.85% | +4.41% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.72% | +1.01% | NEW | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | +1.45% | NEW | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.49% | +1.25% | NEW | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.47% | +0.73% | -1.43% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.08% | +1.01% | NEW | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.84% | +0.72% | NEW | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | -1.12% | +22.47% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.70% | +0.55% | NEW | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.67% | +0.56% | NEW | |
| 25 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.62% | +0.50% | NEW | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.22% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | +0.27% | — | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.32% | +0.69% | -0.98% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | +0.19% | NEW | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.31% | +0.73% | NEW | |
| 31 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.21% | -0.47% | +1.41% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.19% | +0.15% | NEW | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.17% | +0.16% | NEW | |
| 34 | HAUZ | Xtrackers Intl Real Estate | ETF-Other | 0.16% | -0.12% | +0.03% |
According to official SEC Form 13F filings, Strategic Financial Planning, Inc. reported a total U.S. public equity portfolio value of $191.6M across 34 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, SCHA, SPDW) accounted for 38.6% of total reported equity market value during Q2 2024.
During Q2 2024, Strategic Financial Planning, Inc.'s top holdings by market value included SCHB (15.5%)、SCHA (13.0%)、SPDW (9.6%). The largest single position, SCHB, represented 15.5% of total portfolio value.
In Q2 2024, Strategic Financial Planning, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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