Strategic Financial Planning, Inc. Portfolio Holdings

Strategic Financial Planning, Inc.

  • $147 Million
  • Q4 2024

Strategic Financial Planning, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $21.5M, Schwab Strategic Tr Us Small C with a value of $19.7M, Vanguard Ftse Emerging Mkts Et with a value of $13.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $12.9M, and Schwab Strategic U.S. Reit ETF with a value of $9.15M.

Examining the 13F form we can see an decrease of $4.29M in the current position value, from $151M to 147M.

Below you can find more details about Strategic Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
ETFs: $147 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.5 Million 14.67% of portfolio
948,246
Q4 2024 Added 193.6%
$0
$19.7 Million 13.41% of portfolio
760,942
Q4 2024 Added 106.39%
$0
$13.1 Million 8.92% of portfolio
297,271
Q4 2024 Added 4.45%
$0
$12.9 Million 8.76% of portfolio
376,772
Q4 2024 Added 6.0%
$0
$9.15 Million 6.24% of portfolio
434,521
Q4 2024 Added 0.81%
$0
$8.72 Million 5.94% of portfolio
76,174
Q4 2024 Added 6.44%
$0
$6.63 Million 4.51% of portfolio
282,308
Q4 2024 Added 3.26%
$0
$6.47 Million 4.41% of portfolio
188,519
Q4 2024 Reduced 0.37%
$0
$4.75 Million 3.24% of portfolio
16,399
Q4 2024 Reduced 0.67%
$0
$4.59 Million 3.12% of portfolio
102,078
Q4 2024 Reduced 0.23%
$0
$4.49 Million 3.06% of portfolio
113,446
Q4 2024 Added 6.5%
$0
$4.04 Million 2.75% of portfolio
21,243
Q4 2024 Reduced 0.06%
$0
$3.72 Million 2.53% of portfolio
200,866
Q4 2024 Added 100.07%
$0
$3.19 Million 2.17% of portfolio
64,947
Q4 2024 Added 3.05%
$0
$2.87 Million 1.96% of portfolio
107,781
Q4 2024 Reduced 1.1%
$0
$2.39 Million 1.63% of portfolio
33,447
Q4 2024 Reduced 0.04%
$0
$2.18 Million 1.48% of portfolio
45,558
Q4 2024 Added 0.16%
$0
$2.02 Million 1.37% of portfolio
37,575
Q4 2024 Reduced 0.47%
$0
$1.66 Million 1.13% of portfolio
43,145
Q4 2024 Reduced 0.8%
$0
$1.32 Million 0.9% of portfolio
20,536
Q4 2024 Reduced 15.69%
$0
$1.3 Million 0.88% of portfolio
50,150
Q4 2024 Added 108.65%
$0
$1.17 Million 0.8% of portfolio
16,311
Q4 2024 Added 1.8%
$0
$1.02 Million 0.69% of portfolio
17,734
Q4 2024 Reduced 0.23%
$0
$931,000 0.63% of portfolio
14,926
Q4 2024 Reduced 3.84%
$0
$858,000 0.58% of portfolio
23,799
Q4 2024 Reduced 1.57%
$0
$676,000 0.46% of portfolio
1,149
Q3 2020 Reduced 1.37%
$0
$601,000 0.41% of portfolio
5,220
Q4 2024 Reduced 1.49%
$0
$472,000 0.32% of portfolio
8,636
Q4 2024 Added 2.0%
$0
$387,000 0.26% of portfolio
4,350
Q4 2024 Added 0.09%
$0
$377,000 0.26% of portfolio
700
Q4 2024 Reduced 5.66%
$0
$273,000 0.19% of portfolio
10,931
Q4 2024 Added 1.05%
$0
$284,000 0.19% of portfolio
11,103
Q4 2024 Reduced 6.26%
$0
$257,000 0.18% of portfolio
975
Q1 2023 New
$0
$221,000 0.15% of portfolio
11,176
Q4 2024 Reduced 0.61%
$0
$209,000 0.14% of portfolio
3,580
Q3 2024 New
$0
$208,000 0.14% of portfolio
3,339
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $147 Million
  • Prior Value $151 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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