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.