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 $151.3 Millions as of 30 Sep, 2024.

The top stock holdings of Strategic Financial Planning, Inc. are FNDA, FNDA, VEU. The fund has invested 14.2% of it's portfolio in SCHWAB STRATEGIC TR and 12.6% of portfolio in SCHWAB STRATEGIC TR.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), SPDR SER TR (BIL) and SPDR INDEX SHS FDS (CWI). Strategic Financial Planning, Inc. opened new stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), VANGUARD INDEX FDS (VB) and SPDR INDEX SHS FDS (CWI).

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

New Buys

Ticker	$ Bought
vanguard index fds	391,531
ishares tr	210,093
ishares tr	208,092

New stocks bought by Strategic Financial Planning, Inc.

Additions

Ticker	% Inc.
ishares tr	258
vanguard index fds	22.92
spdr index shs fds	9.68
schwab strategic tr	7.66
vanguard bd index fd inc	7.24
schwab strategic tr	6.63
schwab strategic tr	5.84
spdr ser tr	4.74

Additions to existing portfolio by Strategic Financial Planning, Inc.

Reductions

Ticker	% Reduced
vanguard index fds	-17.45
spdr ser tr	-6.7
spdr index shs fds	-6.19
schwab strategic tr	-5.61
schwab strategic tr	-4.19
schwab strategic tr	-2.98
vanguard intl equity index f	-2.69
ishares tr	-1.54

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	9.7 %
IJR	ishares tr	5.4 %
IJR	ishares tr	2.4 %

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: 25 Oct, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	0.72	17,774	1,094,320	reduced	-1.54

AAXJ	ishares tr	0.14	3,580	210,093	new

ACSG	dbx etf tr	0.17	11,245	262,905	added	1.57

ACWV	ishares inc	0.62	24,178	929,871	added	1.00

AGT	ishares tr	1.14	24,357	1,725,220	added	258

BIL	spdr ser tr	4.35	273,396	6,575,160	added	4.74

BIL	spdr series trust	3.08	102,314	4,656,330	reduced	-0.39

BIL	spdr ser tr	1.55	33,460	2,344,180	reduced	-6.7

BIL	spdr ser tr	0.31	8,467	462,993	added	0.01

BIL	spdr ser tr	0.21	11,845	311,176	added	3.49

BIL	spdr ser tr	0.19	10,817	282,756	added	0.69

BIV	vanguard bd index fd inc	0.80	16,022	1,203,380	added	7.24

BNDX	vanguard charlotte fds	2.10	63,026	3,168,840	added	3.6

CWI	spdr index shs fds	8.83	355,441	13,350,400	reduced	-6.19

CWI	spdr index shs fds	1.19	43,495	1,795,490	added	9.68

EMGF	ishares inc	1.43	37,752	2,167,340	reduced	-0.95

FNDA	schwab strategic tr	14.20	322,970	21,484,000	reduced	-5.61

FNDA	schwab strategic tr	12.55	368,690	18,987,500	reduced	-2.98

FNDA	schwab strategic tr	6.60	431,033	9,987,030	added	6.63

FNDA	schwab strategic tr	4.82	189,228	7,290,940	added	5.84