Strategic Financial Planning, Inc. Portfolio Holdings by Sector
Strategic Financial Planning, Inc.
- $166 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB SCHA VWO SPDW VSS SCHH SCHC SPSM 36 stocks |
$160,699
96.79% of portfolio
|
7
|
23
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,328
3.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|