Strategic Financial Planning, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Plano, TX
CIK
0001802277
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 34 127,914 SCHB, SCHA, SPDW, VWO 13F-HR 2/12/2024 000121465924002304
Q3 2023 30 108,575 SCHB, SCHA, SPDW, VWO 13F-HR 11/9/2023 000121465923014731
Q2 2023 32 112,959 SCHB, SCHA, SPDW, VWO 13F-HR 8/10/2023 000121465923011020
Q1 2023 32 109,446 SCHB, SCHA, SPDW, VWO 13F-HR 5/10/2023 000121465923006728
Q4 2022 31 103,226 SCHB, SCHA, SPDW, VWO 13F-HR 2/14/2023 000121465923002503
Q3 2022 33 96,047 SCHB, SCHA, SPDW, SCHH 13F-HR 11/14/2022 000121465922013551
Q2 2022 31 103,887 SCHB, SCHA, SPDW, VWO 13F-HR 8/2/2022 000121465922009536
Q1 2022 32 120,311 SCHB, SCHA, SPDW, SCHH 13F-HR 5/5/2022 000121465922006323
Q4 2021 35 139,200 SCHB, SCHA, SPDW, VWO 13F-HR 2/7/2022 000121465922001948
Q3 2021 32 136,613 SCHB, SCHA, SPDW, VWO 13F-HR 11/8/2021 000121465921011303
Q2 2021 32 138,577 SCHB, SCHA, SPDW, VWO 13F-HR 8/6/2021 000121465921008213
Q1 2021 31 134,082 SCHB, SCHA, SPDW, VWO 13F-HR 5/7/2021 000121465921005040
Q4 2020 32 114,115 SCHB, SCHA, SPDW, VWO 13F-HR 2/11/2021 000121465921001552
Q3 2020 29 96,142 SCHB, SCHA, SPDW, VWO 13F-HR 11/9/2020 000121465920009225
Q2 2020 29 89,821 SCHB, SCHA, SPDW, VWO 13F-HR 8/7/2020 000121465920006831
Q1 2020 28 75,512 SCHB, SCHA, VWO, SPDW 13F-HR 4/21/2020 000121465920003550
Q4 2019 28 102,863 SCHB, SCHA, SCHC, SCHF 13F-HR 2/13/2020 000121465920001243