Filed: 8/13/2025ACC: 0001214659-25-011946
📋 What this filing means
STRATEGIC FINANCIAL PLANNING, INC. filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $160.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$160.61M
Total AUM (reported)
4.50M
Total Shares
Allocation by class
US BRD MKT ETF$23.42M14.6%
US SML CAP ETF$19.30M12.0%
PORTFOLIO DEVLPD$15.34M9.6%
FTSE EMR MKT ETF$15.18M9.5%
FTSE SMCAP ETF$10.51M6.5%
US REIT ETF$9.62M6.0%
INTL SCEQT ETF$7.78M4.8%
Portfolio Concentration
Top 3$58.06M36.1%
4–10$59.29M36.9%
11–25$37.20M23.2%
Rest$6.07M3.8%
Top 3 weight
36.1%
Top 10 weight
73.1%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings38
Rows:
SCHWAB STRATEGIC TR
SOLEShares982.80K
TypeSH
Market value$23.42M
14.58%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares762.76K
TypeSH
Market value$19.30M
12.02%
Sole
0.00
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares378.86K
TypeSH
Market value$15.34M
9.55%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares306.87K
TypeSH
Market value$15.18M
9.45%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares78.24K
TypeSH
Market value$10.51M
6.55%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares454.56K
TypeSH
Market value$9.62M
5.99%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares182.59K
TypeSH
Market value$7.78M
4.84%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares215.01K
TypeSH
Market value$5.71M
3.55%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares123.78K
TypeSH
Market value$5.27M
3.28%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares113.27K
TypeSH
Market value$5.22M
3.25%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.32K
TypeSH
Market value$4.96M
3.09%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares197.14K
TypeSH
Market value$4.36M
2.71%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.03K
TypeSH
Market value$4.05M
2.52%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares66.56K
TypeSH
Market value$3.29M
2.05%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares105.16K
TypeSH
Market value$3.17M
1.97%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TAX MANAGED INTL FD
SOLEShares44.72K
TypeSH
Market value$2.55M
1.59%
Sole
0.00
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares33.43K
TypeSH
Market value$2.50M
1.56%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares79.62K
TypeSH
Market value$2.23M
1.39%
Sole
0.00
Shared
0.00
None
0.00
ISHARES INC
SOLEShares30.41K
TypeSH
Market value$1.83M
1.14%
Sole
0.00
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares42.12K
TypeSH
Market value$1.80M
1.12%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.62K
TypeSH
Market value$1.49M
0.93%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares50.89K
TypeSH
Market value$1.36M
0.85%
Sole
0.00
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares55.16K
TypeSH
Market value$1.31M
0.82%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FD INC
SOLEShares17.45K
TypeSH
Market value$1.29M
0.80%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS INC
SOLEShares15.38K
TypeSH
Market value$1.00M
0.63%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 982.80K | SH | $23.42M 14.58% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 762.76K | SH | $19.30M 12.02% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 378.86K | SH | $15.34M 9.55% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 306.87K | SH | $15.18M 9.45% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 78.24K | SH | $10.51M 6.55% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 454.56K | SH | $9.62M 5.99% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 182.59K | SH | $7.78M 4.84% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | HIGH YIELD BD ET | 215.01K | SH | $5.71M 3.55% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO SM ETF | 123.78K | SH | $5.27M 3.28% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 113.27K | SH | $5.22M 3.25% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.32K | SH | $4.96M 3.09% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 197.14K | SH | $4.36M 2.71% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 21.03K | SH | $4.05M 2.52% | 0.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | INTL BD IDX ETF | 66.56K | SH | $3.29M 2.05% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 105.16K | SH | $3.17M 1.97% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 44.72K | SH | $2.55M 1.59% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 33.43K | SH | $2.50M 1.56% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 79.62K | SH | $2.23M 1.39% | 0.00 | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 30.41K | SH | $1.83M 1.14% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 42.12K | SH | $1.80M 1.12% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 19.62K | SH | $1.49M 0.93% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 50.89K | SH | $1.36M 0.85% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFLI HIGH YLD | 55.16K | SH | $1.31M 0.82% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FD INCSOLE | TOTAL BND MRKT | 17.45K | SH | $1.29M 0.80% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS INCSOLE | EMERG MKT BD ETF | 15.38K | SH | $1.00M 0.63% | 0.00 | 0.00 | 0.00 |
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