Strategic Financial Planning, Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $134 Million distributed in 36 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 $19.9M, Schwab Strategic Tr Us Small C with a value of $17.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $12.4M, Vanguard Ftse Emerging Mkts Et with a value of $10.8M, and Schwab Strategic U.S. Reit ETF with a value of $7.95M.
Examining the 13F form we can see an increase of $5.73M in the current position value, from $128M to 134M.
Below you can find more details about Strategic Financial Planning, Inc. portfolio as well as his latest detailed transactions.