§ 13F · FUND PROFILE
Strategic Financial Planning, Inc..
AUM · $192M (13F)Positions · 41Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$176M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 841K | $24M | 12.7% | NEW |
| 2 | SCHA | SCHWAB STRATEGIC TR | 606K | $22M | 11.4% | NEW |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 315K | $19M | 9.8% | NEW |
| 4 | SPDW | SPDR INDEX SHS FDS | 352K | $18M | 9.3% | NEW |
| 5 | SPSM | SPDR SERIES TRUST | 217K | $13M | 6.5% | NEW |
| 6 | VSS | VANGUARD INTL EQUITY INDEX F | 78K | $12M | 6.3% | NEW |
| 7 | SCHH | SCHWAB STRATEGIC TR | 499K | $12M | 6.2% | NEW |
| 8 | SCHC | SCHWAB STRATEGIC TR | 160K | $8M | 4.0% | NEW |
| 9 | SCYB | SCHWAB STRATEGIC TR | 234K | $6M | 3.2% | NEW |
| 10 | VTI | VANGUARD INDEX FDS | 16K | $6M | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Financial Planning, Inc. is a Other fund managing $192 million in assets. The fund runs a portfolio of 41 positions.
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