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 Market Cap. of $2 Billions to $10 Billions

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

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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