Strategic Financial Planning, Inc. Portfolio Holdings by Sector
Strategic Financial Planning, Inc.
- $155 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB SCHA SPDW VWO VSS SCHH SCHC SPSM 36 stocks |
$149,696
96.79% of portfolio
|
16
|
16
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,959
3.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|