13F-HR filed by Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-22, with 36 holding rows worth $133,646,317.
- Accession
- 0001214659-24-007245
- Filer
- CIK 1802277
- Filed
- 2024-04-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 36 entries on the cover page, a total value of $133,646,317 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,646,317 with VALUE read as dollars as filed, 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 | 326,239 | $19,916,909 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 351,508 | $17,308,239 | dollars as filed | |
| SPDW | 78463X889 | COM | 345,782 | $12,392,819 | dollars as filed | |
| VWO | 922042858 | SHS | 258,335 | $10,790,635 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 391,741 | $7,952,348 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 66,363 | $7,753,804 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 179,399 | $6,422,468 | dollars as filed | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 247,248 | $5,800,444 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 102,788 | $4,424,009 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 109,890 | $4,287,907 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 100,294 | $4,226,406 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 21,263 | $3,726,745 | dollars as filed | |
| VTI | 922908769 | COM | 13,580 | $3,529,413 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 132,465 | $3,344,745 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 58,266 | $2,866,049 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 48,540 | $2,435,234 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 35,860 | $2,300,412 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 27,487 | $2,238,270 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 38,667 | $1,995,193 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 40,835 | $1,477,802 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 19,253 | $1,004,242 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 17,810 | $958,201 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 14,593 | $931,711 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 12,200 | $886,069 | dollars as filed | |
| iShares JP Morgan EM Local Ccy Bd ETF | 464286517 | SHS | 22,407 | $808,346 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,149 | $603,811 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,299 | $585,629 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 6,865 | $460,847 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 5,265 | $455,352 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 5,879 | $313,589 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 11,287 | $289,968 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 10,734 | $271,367 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 975 | $243,665 | dollars as filed | |
| DBX ETF TR | 233051846 | XTRACK INTL REAL | 11,068 | $239,615 | dollars as filed | |
| IJH | 464287507 | COM | 3,339 | $202,816 | dollars as filed | |
| ISHARES TR | 464288505 | MRGSTR SM CP ETF | 3,580 | $201,238 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-24-007245 | this filing | 2024-04-22 | acceptance time not in the bulk data set |