Strategic-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SCHH",
  null,
  "IJR",
  "IEMG",
  "IVV",
  null,
  null,
  "SPDW",
  null,
  null,
  null,
  "VNQ",
  "VO",
  "VXF",
  "VWO",
  "VSS",
  null,
  "SCHB",
  null,
  null,
  "VEA",
  "VNQI",
  null,
  "BNDX",
  "BND",
  "VOO",
  null,
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 35
Total Value: 145024506
Accession Number: 0001214659-25-007548
Form Type: 13F-HR
CIK: strategic-financial-planning
Manager Name: Strategic-Financial-Planning

Data Enrichment

54% identified

19 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $145.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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46435G326

Shares:20.5K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$145.0M)

808524870

Shares:48.4K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$145.0M)

921937835

BND|921937835

Shares:16.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$145.0M)

464288521

Shares:17.7K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$145.0M)

921946885

Shares:15.0K

Value:$960.8K

% of Portfolio:0.7% ($960.8K/$145.0M)

464286517

Shares:23.1K

Value:$867.1K

% of Portfolio:0.6% ($867.1K/$145.0M)

464287200

IVV|464287200

Shares:1.1K

Value:$645.4K

% of Portfolio:0.4% ($645.4K/$145.0M)

464287804

IJR|464287804

Shares:5.2K

Value:$545.8K

% of Portfolio:0.4% ($545.8K/$145.0M)

78464A847

Shares:9.7K

Value:$496.3K

% of Portfolio:0.3% ($496.3K/$145.0M)

922908553

VNQ|922908553

Shares:4.4K

Value:$393.9K

% of Portfolio:0.3% ($393.9K/$145.0M)

922908363

VOO|922908363

Shares:700

Value:$359.7K

% of Portfolio:0.2% ($359.7K/$145.0M)

78464A284

Shares:11.2K

Value:$283.3K

% of Portfolio:0.2% ($283.3K/$145.0M)

78464A649

Shares:11.0K

Value:$280.7K

% of Portfolio:0.2% ($280.7K/$145.0M)

922908629

VO|922908629

Shares:975

Value:$252.2K

% of Portfolio:0.2% ($252.2K/$145.0M)

233051846

Shares:11.2K

Value:$227.1K

% of Portfolio:0.2% ($227.1K/$145.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G326)✕	20.5K	QoQ -0.31% (-65) YoY +198.19% (+13.6K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$145.0M)	QoQ +6.51% (-$86.3K) YoY +206.01% (+$949.4K)
(cusip808524870)✕	48.4K	QoQ -3.46% (-1.7K) YoY +151.44% (+29.2K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$145.0M)	QoQ +0.49% (-$6.4K) YoY +29.62% (+$297.5K)
(BNDcusip921937835)	16.4K	QoQ +0.63% (+104) YoY +34.54% (+4.2K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$145.0M)	QoQ +2.78% (+$32.7K) YoY +36.06% (+$319.6K)
(cusip464288521)✕	17.7K	QoQ 0.00% (+1) YoY -0.42% (-75)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$145.0M)	QoQ +0.51% (+$5.2K) YoY +6.61% (-$63.3K)
(cusip921946885)✕	15.0K	QoQ +0.28% (+43) YoY +2.57% (+376)	All Managers (Combined)	$960.8K	0.7% ($960.8K/$145.0M)	QoQ +1.92% (+$18.1K) YoY +3.12% (+$29.1K)
(cusip464286517)✕	23.1K	QoQ -2.73% (-652) YoY +3.30% (+740)	All Managers (Combined)	$867.1K	0.6% ($867.1K/$145.0M)	QoQ +0.90% (-$7.7K) YoY +7.26% (+$58.7K)
(IVVcusip464287200)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$645.4K	0.4% ($645.4K/$145.0M)	QoQ -4.54% (-$30.8K) YoY +6.87% (+$41.5K)
(IJRcusip464287804)	5.2K	QoQ 0.00% (-0) YoY -1.49% (-79)	All Managers (Combined)	$545.8K	0.4% ($545.8K/$145.0M)	QoQ -9.24% (-$55.6K) YoY -6.79% (-$39.8K)
(cusip78464A847)✕	9.7K	QoQ +12.28% (+1.1K) YoY +64.94% (+3.8K)	All Managers (Combined)	$496.3K	0.3% ($496.3K/$145.0M)	QoQ +5.07% (+$24.0K) YoY +58.25% (+$182.7K)
(VNQcusip922908553)	4.4K	QoQ +0.02% (+1) YoY -17.35% (-914)	All Managers (Combined)	$393.9K	0.3% ($393.9K/$145.0M)	QoQ +1.66% (+$6.5K) YoY -13.49% (-$61.4K)
(VOOcusip922908363)	700	QoQ 0.00% (-0) YoY NEW(+700)	All Managers (Combined)	$359.7K	0.2% ($359.7K/$145.0M)	QoQ -4.62% (-$17.4K) YoY NEW(+$359.7K)
(cusip78464A284)✕	11.2K	QoQ +1.17% (-130) YoY -0.47% (-54)	All Managers (Combined)	$283.3K	0.2% ($283.3K/$145.0M)	QoQ -0.25% (-$714) YoY -2.30% (-$6.7K)
(cusip78464A649)✕	11.0K	QoQ +0.53% (+58) YoY +2.37% (+255)	All Managers (Combined)	$280.7K	0.2% ($280.7K/$145.0M)	QoQ +2.74% (+$7.5K) YoY +3.42% (+$9.3K)
(VOcusip922908629)	975	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$252.2K	0.2% ($252.2K/$145.0M)	QoQ -2.08% (-$5.4K) YoY +3.50% (+$8.5K)
(cusip233051846)✕	11.2K	QoQ 0.00% (+0) YoY +0.97% (-108)	All Managers (Combined)	$227.1K	0.2% ($227.1K/$145.0M)	QoQ +2.68% (+$5.9K) YoY -5.22% (-$12.5K)