13F-HR filed by Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-13, with 28 holding rows worth $102,863,000.
- Accession
- 0001214659-20-001243
- Filer
- CIK 1802277
- Filed
- 2020-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 28 entries on the cover page, a total value of $102,863,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $102,863,000 with VALUE read as thousands by filing date, 13F file number 028-19920. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 225,948 | $17,371,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 191,837 | $14,511,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 260,466 | $9,025,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 255,125 | $8,580,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 158,922 | $7,304,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 244,793 | $6,700,000 | thousands by filing date | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 143,004 | $5,376,000 | thousands by filing date | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 89,542 | $4,510,000 | thousands by filing date | |
| SPDW | 78463X889 | COM | 138,474 | $4,341,000 | thousands by filing date | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 61,699 | $3,646,000 | thousands by filing date | |
| Vanguard Extended Market ETF | 922908652 | SHS | 23,923 | $3,014,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 50,636 | $2,865,000 | thousands by filing date | |
| VTI | 922908769 | COM | 14,869 | $2,433,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 31,601 | $1,901,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 30,543 | $1,730,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 20,493 | $1,719,000 | thousands by filing date | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 39,451 | $1,287,000 | thousands by filing date | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 14,118 | $1,149,000 | thousands by filing date | |
| iShares JP Morgan EM Local Ccy Bd ETF | 464286517 | SHS | 20,311 | $891,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 18,857 | $831,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 16,407 | $730,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 5,951 | $661,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,744 | $482,000 | thousands by filing date | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 6,806 | $436,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 7,844 | $419,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,177 | $380,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,770 | $296,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,416 | $275,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-20-001243 | this filing | 2020-02-13 | acceptance time not in the bulk data set |