13F-HR filed by Arnold Financial Planning LLC
Arnold Financial Planning LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-27, with 24 holding rows worth $97,001,881.
- Accession
- 0001754960-26-000126
- Filer
- CIK 2107020
- Filed
- 2026-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 24 entries on the cover page, a total value of $97,001,881 stated on the cover page (in dollars after the unit check, H1), rows summing to $97,001,881 with VALUE read as dollars as filed, 13F file number 028-25985. 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 STRATEGIC TR | 808524839 | US AGGREGATE B | 564,204 | $13,185,452 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 453,850 | $12,213,110 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 433,668 | $10,568,494 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 393,633 | $9,462,936 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 203,159 | $8,043,082 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 75,073 | $6,829,382 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 237,749 | $6,771,086 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 207,609 | $6,147,317 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 138,026 | $5,874,367 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 127,575 | $5,808,500 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 86,958 | $2,847,872 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 49,976 | $1,904,601 | dollars as filed | |
| VTI | 922908769 | COM | 4,025 | $1,349,328 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 32,508 | $1,063,983 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,734 | $1,015,125 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 26,485 | $862,627 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,313 | $638,499 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,220 | $600,530 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 18,581 | $425,523 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 4,115 | $395,163 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 3,127 | $313,888 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 5,094 | $251,940 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 347 | $229,051 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 6,348 | $200,025 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000126 | this filing | 2026-01-27 | acceptance time not in the bulk data set |