Strategic Financial Planning, Inc. Portfolio Holdings by Sector
Strategic Financial Planning, Inc.
- $134 Million
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB SCHA SPDW VWO SCHH VSS SCHC SPHY 35 stocks |
$130,099
97.36% of portfolio
|
13
|
18
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,529
2.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|