Strategic Financial Planning, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$151M
Signature - Title
David Tenerelli - Financial Planner
Location
Plano, TX
Summary
This page shows a list of all the recent 13F filings made by Strategic Financial Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Financial Planning, Inc. reported 37 stock holdings with total value $151M as of Q3 2024. Top holdings included SCHB, SCHA, VWO, SPDW, and SCHH.
Holdings Value