Strategic Financial Planning, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 35Value: $145.0MLatest: 2025Q1

Strategic Financial Planning, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 35 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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808524102

SCHB|808524102

Shares:950.9K

Value:$20.5M

% of Portfolio:14.1% ($20.5M/$145.0M)

808524607

SCHA|808524607

Shares:761.5K

Value:$17.8M

% of Portfolio:12.3% ($17.8M/$145.0M)

78463X889

SPDW|78463X889

Shares:376.4K

Value:$13.7M

% of Portfolio:9.4% ($13.7M/$145.0M)

922042858

VWO|922042858

Shares:300.9K

Value:$13.6M

% of Portfolio:9.4% ($13.6M/$145.0M)

808524847

SCHH|808524847

Shares:441.8K

Value:$9.5M

% of Portfolio:6.6% ($9.5M/$145.0M)

922042718

VSS|922042718

Shares:77.2K

Value:$8.9M

% of Portfolio:6.2% ($8.9M/$145.0M)

808524888

Shares:186.9K

Value:$6.7M

% of Portfolio:4.6% ($6.7M/$145.0M)

78468R606

Shares:282.9K

Value:$6.6M

% of Portfolio:4.6% ($6.6M/$145.0M)

922042676

VNQI|922042676

Shares:113.5K

Value:$4.6M

% of Portfolio:3.2% ($4.6M/$145.0M)

922908769

VTI|922908769

Shares:16.3K

Value:$4.5M

% of Portfolio:3.1% ($4.5M/$145.0M)

78468R853

Shares:109.2K

Value:$4.4M

% of Portfolio:3.1% ($4.4M/$145.0M)

808524805

SCHF|808524805

Shares:199.8K

Value:$4.0M

% of Portfolio:2.7% ($4.0M/$145.0M)

922908652

VXF|922908652

Shares:21.1K

Value:$3.6M

% of Portfolio:2.5% ($3.6M/$145.0M)

92203J407

BNDX|92203J407

Shares:64.3K

Value:$3.1M

% of Portfolio:2.2% ($3.1M/$145.0M)

808524706

Shares:105.6K

Value:$2.9M

% of Portfolio:2.0% ($2.9M/$145.0M)

921943858

VEA|921943858

Shares:45.6K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$145.0M)

78464A805

Shares:33.5K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$145.0M)

808524508

Shares:79.8K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$145.0M)

46434G103

IEMG|46434G103

Shares:33.9K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$145.0M)

78463X509

Shares:43.2K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$145.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHBcusip808524102)	950.9K	QoQ +0.27% (-2.6K) YoY +191.47% (+624.7K)	All Managers (Combined)	$20.5M	14.1% ($20.5M/$145.0M)	QoQ -4.88% (-$1.1M) YoY +2.79% (+$556.0K)
(SCHAcusip808524607)	761.5K	QoQ +0.06% (-508) YoY +116.62% (+409.9K)	All Managers (Combined)	$17.8M	12.3% ($17.8M/$145.0M)	QoQ -9.33% (-$1.8M) YoY +3.07% (+$532.5K)
(SPDWcusip78463X889)	376.4K	QoQ -0.10% (-389) YoY +8.84% (+30.6K)	All Managers (Combined)	$13.7M	9.4% ($13.7M/$145.0M)	QoQ +6.55% (-$843.4K) YoY +10.57% (+$1.3M)
(VWOcusip922042858)	300.9K	QoQ +1.23% (+3.7K) YoY +16.48% (+42.6K)	All Managers (Combined)	$13.6M	9.4% ($13.6M/$145.0M)	QoQ +3.98% (+$521.9K) YoY +26.18% (+$2.8M)
(SCHHcusip808524847)	441.8K	QoQ +1.67% (+7.3K) YoY +12.78% (+50.1K)	All Managers (Combined)	$9.5M	6.6% ($9.5M/$145.0M)	QoQ +3.80% (+$348.2K) YoY +19.50% (+$1.6M)
(VSScusip922042718)	77.2K	QoQ +1.37% (+1.0K) YoY +16.35% (+10.9K)	All Managers (Combined)	$8.9M	6.2% ($8.9M/$145.0M)	QoQ +2.33% (+$203.8K) YoY +15.11% (+$1.2M)
(cusip808524888)✕	186.9K	QoQ -0.87% (-1.7K) YoY +4.16% (+7.5K)	All Managers (Combined)	$6.7M	4.6% ($6.7M/$145.0M)	QoQ +3.59% (-$232.7K) YoY +4.39% (+$282.1K)
(cusip78468R606)✕	282.9K	QoQ +0.21% (-612) YoY +14.42% (+35.7K)	All Managers (Combined)	$6.6M	4.6% ($6.6M/$145.0M)	QoQ 0.00% (-$214) YoY +14.23% (+$825.5K)
(VNQIcusip922042676)	113.5K	QoQ +0.05% (+62) YoY +13.17% (+13.2K)	All Managers (Combined)	$4.6M	3.2% ($4.6M/$145.0M)	QoQ +2.30% (+$103.3K) YoY +8.66% (+$366.1K)
(VTIcusip922908769)	16.3K	QoQ -0.39% (-65) YoY +20.27% (+2.8K)	All Managers (Combined)	$4.5M	3.1% ($4.5M/$145.0M)	QoQ -5.53% (-$263.3K) YoY +27.19% (+$959.8K)
(cusip78468R853)✕	109.2K	QoQ +6.93% (-7.1K) YoY +6.19% (+6.4K)	All Managers (Combined)	$4.4M	3.1% ($4.4M/$145.0M)	QoQ -2.95% (-$135.7K) YoY +0.58% (+$25.7K)
(SCHFcusip808524805)	199.8K	QoQ -0.52% (-1.1K) YoY +81.83% (-89.9K)	All Managers (Combined)	$4.0M	2.7% ($4.0M/$145.0M)	QoQ +6.35% (-$236.3K) YoY -7.82% (-$335.6K)
(VXFcusip922908652)	21.1K	QoQ -0.72% (-155) YoY -0.82% (-175)	All Managers (Combined)	$3.6M	2.5% ($3.6M/$145.0M)	QoQ -9.98% (-$403.1K) YoY -2.52% (-$94.1K)
(BNDXcusip92203J407)	64.3K	QoQ -1.01% (-656) YoY +10.34% (+6.0K)	All Managers (Combined)	$3.1M	2.2% ($3.1M/$145.0M)	QoQ -1.48% (-$47.5K) YoY +9.50% (+$272.5K)
(cusip808524706)✕	105.6K	QoQ -2.06% (-2.2K) YoY -20.31% (-26.9K)	All Managers (Combined)	$2.9M	2.0% ($2.9M/$145.0M)	QoQ +1.39% (-$39.9K) YoY -12.99% (-$434.6K)
(VEAcusip921943858)	45.6K	QoQ +0.08% (+38) YoY -6.06% (-2.9K)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$145.0M)	QoQ +6.38% (+$139.0K) YoY -4.82% (-$117.6K)
(cusip78464A805)✕	33.5K	QoQ +0.01% (-4) YoY -6.71% (-2.4K)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$145.0M)	QoQ -4.77% (-$114.2K) YoY -1.10% (-$25.4K)
(cusip808524508)✕	79.8K	QoQ +0.18% (-146) YoY +190.42% (-52.3K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$145.0M)	QoQ -5.40% (-$119.5K) YoY -6.55% (-$146.7K)
(IEMGcusip46434G103)	33.9K	QoQ -9.71% (-3.6K) YoY -12.26% (-4.7K)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$145.0M)	QoQ -6.68% (-$131.2K) YoY -8.23% (-$164.2K)
(cusip78463X509)✕	43.2K	QoQ +0.06% (+28) YoY +5.72% (+2.3K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$145.0M)	QoQ +2.67% (+$44.2K) YoY +15.01% (+$221.9K)