Strategic Financial Planning, Inc. Portfolio Holdings by Sector
Strategic Financial Planning, Inc.
- $145 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB SCHA SPDW VWO SCHH VSS SCHC SPHY 34 stocks |
$140,486
96.9% of portfolio
|
  19  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,489
3.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|