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Value $
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$151M
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Signature - Title
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David Tenerelli - Financial Planner
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Location
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Plano, TX
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Summary
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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.