Strategic Financial Planning, Inc. Portfolio Holdings

Strategic Financial Planning, Inc.

  • $139 Million
  • Q2 2024

Strategic Financial Planning, Inc. has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $139 Million distributed in 34 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 $18M, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.3M, Vanguard Ftse Emerging Mkts Et with a value of $12.4M, and Vanguard Intl Eqty Ftse All Wo with a value of $8.64M.

Examining the 13F form we can see an increase of $5.02M in the current position value, from $134M to 139M.

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

Portfolio value $139 Million
ETFs: $139 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $139 Million
  • Prior Value $134 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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