Strategic Financial Planning, Inc. Portfolio Holdings

Strategic Financial Planning, Inc.

  • $151 Million
  • Q3 2024

Strategic Financial Planning, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 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 $19M, Vanguard Ftse Emerging Mkts Et with a value of $13.6M, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.4M, and Schwab Strategic U.S. Reit ETF with a value of $9.99M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $139M to 151M.

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

Portfolio value $151 Million
ETFs: $151 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.5 Million 14.22% of portfolio
322,970
Q3 2024 Reduced 5.61%
$0
$19 Million 12.57% of portfolio
368,690
Q3 2024 Reduced 2.98%
$0
$13.6 Million 9.02% of portfolio
284,610
Q3 2024 Added 0.21%
$0
$13.4 Million 8.84% of portfolio
355,441
Q3 2024 Reduced 6.19%
$0
$9.99 Million 6.61% of portfolio
431,033
Q3 2024 Added 6.63%
$0
$9.01 Million 5.97% of portfolio
71,562
Q3 2024 Reduced 2.69%
$0
$7.29 Million 4.83% of portfolio
189,228
Q3 2024 Added 5.84%
$0
$6.58 Million 4.35% of portfolio
273,396
Q3 2024 Added 4.74%
$0
$5 Million 3.31% of portfolio
106,520
Q3 2024 Added 3.53%
$0
$4.67 Million 3.09% of portfolio
16,510
Q3 2024 Added 22.92%
$0
$4.66 Million 3.08% of portfolio
102,314
Q3 2024 Reduced 0.39%
$0
$4.13 Million 2.73% of portfolio
100,396
Q3 2024 Reduced 1.44%
$0
$3.87 Million 2.56% of portfolio
21,256
Q2 2024 Reduced 0.03%
$0
$3.18 Million 2.11% of portfolio
108,981
Q3 2024 Reduced 4.19%
$0
$3.17 Million 2.1% of portfolio
63,026
Q3 2024 Added 3.6%
$0
$2.4 Million 1.59% of portfolio
45,484
Q3 2024 Added 0.05%
$0
$2.21 Million 1.46% of portfolio
26,627
Q3 2024 Added 0.64%
$0
$2.03 Million 1.34% of portfolio
37,752
Q3 2024 Reduced 0.95%
$0
$1.8 Million 1.19% of portfolio
43,495
Q3 2024 Added 9.68%
$0
$1.73 Million 1.14% of portfolio
24,357
Q3 2024 Added 258.3%
$0
$1.29 Million 0.85% of portfolio
24,036
Q3 2024 Added 7.66%
$0
$1.2 Million 0.8% of portfolio
16,022
Q3 2024 Added 7.24%
$0
$1.09 Million 0.72% of portfolio
17,774
Q3 2024 Reduced 1.54%
$0
$968,000 0.64% of portfolio
15,522
Q3 2024 Added 4.36%
$0
$929,000 0.62% of portfolio
24,178
Q3 2024 Added 1.0%
$0
$662,000 0.44% of portfolio
1,149
Q3 2020 Reduced 1.37%
$0
$619,000 0.41% of portfolio
5,299
Q4 2023 Reduced 2.03%
$0
$462,000 0.31% of portfolio
8,467
Q3 2024 Added 0.01%
$0
$423,000 0.28% of portfolio
4,346
Q3 2024 Reduced 17.45%
$0
$391,000 0.26% of portfolio
742
Q3 2024 New
$0
$311,000 0.21% of portfolio
11,845
Q3 2024 Added 3.49%
$0
$282,000 0.19% of portfolio
10,817
Q3 2024 Added 0.69%
$0
$262,000 0.17% of portfolio
11,245
Q3 2024 Added 1.57%
$0
$257,000 0.17% of portfolio
975
Q1 2023 New
$0
$210,000 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 $151 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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