Latest Strategic Financial Planning, Inc. Stock Portfolio

About Strategic Financial Planning, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Strategic Financial Planning, Inc. reported an equity portfolio of $172.6 Millions as of 30 Sep, 2025.

The top stock holdings of Strategic Financial Planning, Inc. are FNDA, FNDA, VEU. The fund has invested 15.5% of it's portfolio in SCHWAB STRATEGIC TR and 12% of portfolio in SCHWAB STRATEGIC TR.

They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), SCHWAB STRATEGIC TR (FNDA) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), VANGUARD BD INDEX FD INC (BIV) and SCHWAB STRATEGIC TR (FNDA).

Strategic Financial Planning, Inc. Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by Strategic Financial Planning, Inc.

Additions

Ticker	% Inc.
spdr ser tr	40.51
spdr series trust	15.56
vanguard bd index fd inc	12.89
schwab strategic tr	6.37
schwab strategic tr	6.16
schwab strategic tr	1.08
vanguard intl equity index f	0.88
spdr ser tr	0.85

Additions to existing portfolio by Strategic Financial Planning, Inc.

Reductions

Ticker	% Reduced
spdr index shs fds	-6.00
schwab strategic tr	-5.47
ishares inc	-3.57
spdr index shs fds	-2.95
schwab strategic tr	-2.76
schwab strategic tr	-2.76
schwab strategic tr	-2.11
spdr ser tr	-1.68

Strategic Financial Planning, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Strategic Financial Planning, Inc.

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%
IJR	ishares tr	8.7 %
IJR	ishares tr	7.8 %
IJR	ishares tr	5.2 %

Top 5 Winners ($)		$
IJR	ishares tr	0.1 M
IJR	ishares tr	0.0 M
IJR	ishares tr	0.0 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Strategic Financial Planning, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Strategic Financial Planning, Inc.

Last Reported on: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.60	17,733	1,041,290	reduced	-0.02

AAXJ	ishares tr	0.13	3,580	227,072	unchanged	0.00

ACSG	dbx etf tr	0.15	11,178	263,245	unchanged	0.00

ACWV	ishares inc	0.54	22,796	938,615	reduced	-0.86

AGT	ishares tr	0.91	19,530	1,565,740	reduced	-0.47

BIL	spdr series trust	3.84	143,037	6,625,460	added	15.56

BIL	spdr ser tr	1.56	33,304	2,685,950	reduced	-0.39

BIL	spdr ser tr	0.75	54,301	1,298,850	reduced	-1.56

BIL	spdr ser tr	0.50	15,247	871,995	added	40.51

BIL	spdr ser tr	0.16	10,805	279,311	added	0.85

BIL	spdr ser tr	0.15	10,323	257,365	reduced	-1.68

BIV	vanguard bd index fd inc	0.85	19,705	1,465,430	added	12.89

BNDX	vanguard charlotte fds	1.89	66,088	3,268,160	reduced	-0.7

CWI	spdr index shs fds	9.12	367,681	15,732,200	reduced	-2.95

CWI	spdr index shs fds	1.07	39,590	1,853,220	reduced	-6.00

EMGF	ishares inc	1.12	29,319	1,932,680	reduced	-3.57

FNDA	schwab strategic tr	15.54	1,043,290	26,823,000	added	6.16

FNDA	schwab strategic tr	11.99	741,711	20,693,700	reduced	-2.76

FNDA	schwab strategic tr	5.74	459,451	9,909,520	added	1.08

FNDA	schwab strategic tr	4.55	172,602	7,855,110	reduced	-5.47