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Strategic Financial Planning, Inc.

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13F filer, CIK 1802277, PLANO, TX

Strategic Financial Planning, Inc. reported $175,759,419 across 39 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 72.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-002083

Period
2025-12-31
Reported value
$176M
Holdings
39
Top 10 weight
72.35%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKLCnew+17,897$2.34M
SPSMadded+35,397$1.66M
SCHHadded+24,511$512K
VNQIadded+5,734$263K
SCYBadded+8,828$233K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHBreduced-104,106-$2.73M
SCHAreduced-37,546-$1.07M
SCHCreduced-2,363-$108K
SCHMreduced-3,414-$103K
SCHEreduced-1,112-$36.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-002083, largest first. % of portfolio is the value over $175,759,419, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,970 shares; 2024Q4: 948,246 shares; 2025Q1: 950,892 shares; 2025Q2: 982,798 shares; 2025Q3: 1,043,292 shares; 2025Q4: 939,186 shares 939,186$24.6M14.02%-104,106Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,690 shares; 2024Q4: 760,942 shares; 2025Q1: 761,450 shares; 2025Q2: 762,757 shares; 2025Q3: 741,711 shares; 2025Q4: 704,165 shares 704,165$20.1M11.41%-37,546Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,610 shares; 2024Q4: 297,271 shares; 2025Q1: 300,929 shares; 2025Q2: 306,874 shares; 2025Q3: 309,576 shares; 2025Q4: 312,660 shares 312,660$16.8M9.56%+3,084Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,441 shares; 2024Q4: 376,772 shares; 2025Q1: 376,383 shares; 2025Q2: 378,855 shares; 2025Q3: 367,681 shares; 2025Q4: 371,396 shares 371,396$16.5M9.38%+3,715Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,562 shares; 2024Q4: 76,174 shares; 2025Q1: 77,219 shares; 2025Q2: 78,240 shares; 2025Q3: 77,305 shares; 2025Q4: 78,498 shares 78,498$11.2M6.4%+1,193Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,033 shares; 2024Q4: 434,521 shares; 2025Q1: 441,816 shares; 2025Q2: 454,559 shares; 2025Q3: 459,451 shares; 2025Q4: 483,962 shares 483,962$10.1M5.75%+24,511Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,314 shares; 2024Q4: 102,078 shares; 2025Q1: 109,160 shares; 2025Q2: 123,781 shares; 2025Q3: 143,037 shares; 2025Q4: 178,434 shares 178,434$8.36M4.76%+35,397Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,228 shares; 2024Q4: 188,519 shares; 2025Q1: 186,863 shares; 2025Q2: 182,595 shares; 2025Q3: 172,602 shares; 2025Q4: 170,239 shares 170,239$7.75M4.41%-2,363Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215,009 shares; 2025Q3: 228,706 shares; 2025Q4: 237,534 shares 237,534$6.28M3.57%+8,828Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,510 shares; 2024Q4: 16,399 shares; 2025Q1: 16,334 shares; 2025Q2: 16,317 shares; 2025Q3: 16,236 shares; 2025Q4: 16,166 shares 16,166$5.42M3.08%-70Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,520 shares; 2024Q4: 113,446 shares; 2025Q1: 113,508 shares; 2025Q2: 113,266 shares; 2025Q3: 111,817 shares; 2025Q4: 117,551 shares 117,551$5.4M3.07%+5,734Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,396 shares; 2024Q4: 200,866 shares; 2025Q1: 199,814 shares; 2025Q2: 197,138 shares; 2025Q3: 195,003 shares; 2025Q4: 195,099 shares 195,099$4.69M2.67%+96Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 21,243 shares; 2025Q1: 21,088 shares; 2025Q2: 21,027 shares; 2025Q3: 21,026 shares; 2025Q4: 21,020 shares 21,020$4.4M2.5%-6Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,026 shares; 2024Q4: 64,947 shares; 2025Q1: 64,291 shares; 2025Q2: 66,557 shares; 2025Q3: 66,088 shares; 2025Q4: 69,126 shares 69,126$3.35M1.91%+3,038Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,981 shares; 2024Q4: 107,781 shares; 2025Q1: 105,555 shares; 2025Q2: 105,162 shares; 2025Q3: 102,944 shares; 2025Q4: 101,832 shares 101,832$3.34M1.9%-1,112Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,484 shares; 2024Q4: 45,558 shares; 2025Q1: 45,596 shares; 2025Q2: 44,721 shares; 2025Q3: 44,239 shares; 2025Q4: 44,199 shares 44,199$2.76M1.57%-40Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,460 shares; 2024Q4: 33,447 shares; 2025Q1: 33,451 shares; 2025Q2: 33,433 shares; 2025Q3: 33,304 shares; 2025Q4: 33,307 shares 33,307$2.75M1.56%+3Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,897 shares 17,897$2.34M1.33%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,627 shares; 2024Q4: 79,683 shares; 2025Q1: 79,829 shares; 2025Q2: 79,624 shares; 2025Q3: 78,294 shares; 2025Q4: 74,880 shares 74,880$2.25M1.28%-3,414Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,752 shares; 2024Q4: 37,575 shares; 2025Q1: 33,926 shares; 2025Q2: 30,405 shares; 2025Q3: 29,319 shares; 2025Q4: 29,231 shares 29,231$1.96M1.12%-88Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,495 shares; 2024Q4: 43,145 shares; 2025Q1: 43,173 shares; 2025Q2: 42,116 shares; 2025Q3: 39,590 shares; 2025Q4: 39,233 shares 39,233$1.84M1.04%-357Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,357 shares; 2024Q4: 20,536 shares; 2025Q1: 20,471 shares; 2025Q2: 19,622 shares; 2025Q3: 19,530 shares; 2025Q4: 19,403 shares 19,403$1.6M0.91%-127Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,022 shares; 2024Q4: 16,311 shares; 2025Q1: 16,415 shares; 2025Q2: 17,455 shares; 2025Q3: 19,705 shares; 2025Q4: 19,592 shares 19,592$1.45M0.83%-113Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,036 shares; 2024Q4: 50,150 shares; 2025Q1: 48,411 shares; 2025Q2: 50,889 shares; 2025Q3: 49,487 shares; 2025Q4: 50,746 shares 50,746$1.34M0.76%+1,259Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,396 shares; 2024Q4: 282,308 shares; 2025Q1: 282,920 shares; 2025Q2: 55,159 shares; 2025Q3: 54,301 shares; 2025Q4: 54,972 shares 54,972$1.31M0.74%+671Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,522 shares; 2024Q4: 14,926 shares; 2025Q1: 14,969 shares; 2025Q2: 15,378 shares; 2025Q3: 15,367 shares; 2025Q4: 16,042 shares 16,042$1.08M0.61%+675Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,636 shares; 2025Q1: 9,697 shares; 2025Q2: 10,851 shares; 2025Q3: 15,247 shares; 2025Q4: 17,904 shares 17,904$1.04M0.59%+2,657Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,774 shares; 2024Q4: 17,734 shares; 2025Q1: 17,735 shares; 2025Q2: 17,737 shares; 2025Q3: 17,733 shares; 2025Q4: 17,737 shares 17,737$1.01M0.57%+4Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,178 shares; 2024Q4: 23,799 shares; 2025Q1: 23,147 shares; 2025Q2: 22,993 shares; 2025Q3: 22,796 shares; 2025Q4: 23,308 shares 23,308$967K0.55%+512Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares 1,149$787K0.45%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,220 shares; 2025Q1: 5,220 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,107 shares 5,107$614K0.35%-113Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 662 shares 662$415K0.24%-38Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,350 shares; 2025Q1: 4,351 shares; 2025Q2: 4,338 shares; 2025Q3: 4,314 shares; 2025Q4: 4,315 shares 4,315$382K0.22%+1Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares 975$283K0.16%0Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,817 shares; 2024Q4: 10,931 shares; 2025Q1: 10,989 shares; 2025Q2: 10,714 shares; 2025Q3: 10,805 shares; 2025Q4: 10,928 shares 10,928$281K0.16%+123Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,245 shares; 2024Q4: 11,176 shares; 2025Q1: 11,176 shares; 2025Q2: 11,178 shares; 2025Q3: 11,178 shares; 2025Q4: 11,177 shares 11,177$259K0.15%-1Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,103 shares; 2025Q1: 11,233 shares; 2025Q2: 10,499 shares; 2025Q3: 10,323 shares; 2025Q4: 10,352 shares 10,352$258K0.15%+29Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: not reported; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares 3,580$233K0.13%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,339 shares; 2025Q1: not reported; 2025Q2: 3,339 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares 3,338$220K0.13%0Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-002083 base2026-02-17acceptance time not in the bulk data set