STRATEGIC PLANNING, INC.

PrivateCIK: 1925220
Location

COLUMBUS, OH

54
Positions
$199.29M
Total AUM (reported)
3.42M
Total Shares

Allocation by class

TOTAL AUM$199.29M54 positions
COMMON STOCK$183.01M91.8%
ADR$10.29M5.2%
UIT EXCHANGE TRADED$5.99M3.0%

Portfolio Concentration

Top 332.9%4–1032.7%11–2527.6%Rest6.8%TOP 1065.6%0%100%
Top 3$65.58M32.9%
4–10$65.15M32.7%
11–25$55.03M27.6%
Rest$13.53M6.8%

Top 3 weight

32.9%

Top 10 weight

65.6%

Voting Authority Distribution

Total shares with voting rights: 3.42M

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

3.42M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:

AMAZON.COM INC

SOLE
COMMON STOCK
Shares115.51K
TypeSH
Market value$23.67M
11.88%
Sole
0.00
Shared
0.00
None
115.51K

DOW INC

SOLE
COMMON STOCK
Shares518.67K
TypeSH
Market value$21.60M
10.84%
Sole
0.00
Shared
0.00
None
518.67K

APPLE INC

SOLE
COMMON STOCK
Shares79.99K
TypeSH
Market value$20.30M
10.19%
Sole
0.00
Shared
0.00
None
79.99K

NVIDIA CORP

SOLE
COMMON STOCK
Shares85.46K
TypeSH
Market value$14.90M
7.48%
Sole
0.00
Shared
0.00
None
85.46K

MICROSOFT CORP

SOLE
COMMON STOCK
Shares32.12K
TypeSH
Market value$11.89M
5.97%
Sole
0.00
Shared
0.00
None
32.12K

CVS HEALTH CORP

SOLE
COMMON STOCK
Shares146.34K
TypeSH
Market value$10.51M
5.27%
Sole
0.00
Shared
0.00
None
146.34K

FORD MTR CO DEL

SOLE
COMMON STOCK
Shares867.34K
TypeSH
Market value$10.01M
5.02%
Sole
0.00
Shared
0.00
None
867.34K

KRAFT HEINZ CO

SOLE
COMMON STOCK
Shares277.61K
TypeSH
Market value$6.24M
3.13%
Sole
0.00
Shared
0.00
None
277.61K

WORKDAY INC CLASS A

SOLE
COMMON STOCK
Shares45.33K
TypeSH
Market value$5.89M
2.95%
Sole
0.00
Shared
0.00
None
45.33K

VERIZON COMMUNICATIONS I

SOLE
COMMON STOCK
Shares113.70K
TypeSH
Market value$5.71M
2.86%
Sole
0.00
Shared
0.00
None
113.70K

ALTRIA GROUP INC

SOLE
COMMON STOCK
Shares81.21K
TypeSH
Market value$5.36M
2.69%
Sole
0.00
Shared
0.00
None
81.21K

ALPHABET INC CLASS C

SOLE
COMMON STOCK
Shares18.49K
TypeSH
Market value$5.30M
2.66%
Sole
0.00
Shared
0.00
None
18.49K

DOMINION ENERGY INC

SOLE
COMMON STOCK
Shares77.97K
TypeSH
Market value$4.82M
2.42%
Sole
0.00
Shared
0.00
None
77.97K

EXXON MOBIL CORP

SOLE
COMMON STOCK
Shares28.08K
TypeSH
Market value$4.76M
2.39%
Sole
0.00
Shared
0.00
None
28.08K

UNITED PARCEL SVC INC CLASS B

SOLE
COMMON STOCK
Shares47.17K
TypeSH
Market value$4.64M
2.33%
Sole
0.00
Shared
0.00
None
47.17K

STATE STREET SPDR S&P 500 ETF TRUST

SOLE
UIT EXCHANGE TRADED
Shares6.33K
TypeSH
Market value$4.11M
2.06%
Sole
0.00
Shared
0.00
None
6.33K

NIKE INC CLASS CLASS B

SOLE
COMMON STOCK
Shares73.36K
TypeSH
Market value$3.88M
1.94%
Sole
0.00
Shared
0.00
None
73.36K

FORTINET INC

SOLE
COMMON STOCK
Shares46.95K
TypeSH
Market value$3.84M
1.93%
Sole
0.00
Shared
0.00
None
46.95K

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

SOLE
ADR
Shares11.33K
TypeSH
Market value$3.83M
1.92%
Sole
0.00
Shared
0.00
None
11.33K

SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

SOLE
ADR
Shares72.26K
TypeSH
Market value$3.48M
1.75%
Sole
0.00
Shared
0.00
None
72.26K

PROCTER & GAMBLE CO

SOLE
COMMON STOCK
Shares18.85K
TypeSH
Market value$2.72M
1.37%
Sole
0.00
Shared
0.00
None
18.85K

NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

SOLE
ADR
Shares72.37K
TypeSH
Market value$2.66M
1.33%
Sole
0.00
Shared
0.00
None
72.37K

EXELON CORP

SOLE
COMMON STOCK
Shares49.70K
TypeSH
Market value$2.44M
1.22%
Sole
0.00
Shared
0.00
None
49.70K

GENERAL MILLS INC

SOLE
COMMON STOCK
Shares52.75K
TypeSH
Market value$1.96M
0.99%
Sole
0.00
Shared
0.00
None
52.75K

TESLA INC

SOLE
COMMON STOCK
Shares3.30K
TypeSH
Market value$1.23M
0.62%
Sole
0.00
Shared
0.00
None
3.30K
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