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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 37 $151M +$4.97M -$3.5M +$1.47M SCHB, SCHA, VWO, SPDW, SCHH 13F-HR 10/25/2024, 04:41 PM
Q2 2024 34 $139M +$6.86M -$1.59M +$5.28M SCHB, SCHA, SPDW, VWO, VSS 13F-HR 8/9/2024, 06:07 PM
Q1 2024 36 $134M +$2.59M -$1.82M +$773K SCHB, SCHA, SPDW, VWO, SCHH 13F-HR 4/22/2024, 06:02 AM
Q4 2023 34 $128M +$10.2M -$1.62M +$8.55M SCHB, SCHA, SPDW, VWO, SCHH 13F-HR 2/12/2024, 03:37 PM
Q3 2023 30 $109M +$1.71M -$1.15M +$551K SCHB, SCHA, SPDW, VWO, VSS 13F-HR 11/9/2023, 01:13 PM
Q2 2023 32 $113M +$2.21M -$1.69M +$515K SCHB, SCHA, SPDW, VWO, VSS 13F-HR 8/10/2023, 07:54 PM
Q1 2023 32 $109M +$2.07M -$564K +$1.5M SCHB, SCHA, SPDW, VWO, VSS 13F-HR 5/10/2023, 01:00 PM
Q4 2022 31 $103M +$4.89M -$4.92M -$25.4K SCHB, SCHA, SPDW, VWO, SCHH 13F-HR 2/14/2023, 05:23 PM
Q3 2022 33 $96M +$3.34M -$3.18M +$160K SCHB, SCHA, SPDW, SCHH, VWO 13F-HR 11/14/2022, 06:07 AM
Q2 2022 31 $104M +$5.03M -$3.87M +$1.16M SCHB, SCHA, SPDW, VWO, SCHH 13F-HR 8/2/2022, 05:57 PM
Q1 2022 32 $120M +$22.8M -$11.3M +$11.5M SCHB, SCHA, SPDW, SCHH, VWO 13F-HR 5/5/2022, 10:37 AM
Q4 2021 35 $139M +$4.21M -$5.46M -$1.25M SCHB, SCHA, SPDW, VWO, SCHH 13F-HR 2/7/2022, 03:08 PM
Q3 2021 32 $137M +$1.99M -$650K +$1.34M SCHB, SCHA, SPDW, VWO, SCHH 13F-HR 11/8/2021, 06:42 PM
Q2 2021 32 $139M +$2.04M -$3.5M -$1.46M SCHB, SCHA, SPDW, VWO, SCHH 13F-HR 8/6/2021, 01:06 PM
Q1 2021 31 $134M +$13.7M -$360K +$13.4M SCHB, SCHA, SPDW, VWO, SCHH 13F-HR 5/7/2021, 12:38 PM
Q4 2020 32 $114M +$3.83M -$853K +$2.98M SCHB, SCHA, SPDW, VWO, SCHE 13F-HR 2/11/2021, 04:04 PM
Q3 2020 29 $96.1M +$1.62M -$768K +$856K SCHB, SCHA, SPDW, VWO, SCHE 13F-HR 11/6/2020, 06:56 PM
Q2 2020 29 $89.8M +$12.1M -$10.9M +$1.16M SCHB, SCHA, SPDW, VWO, SCHE 13F-HR 8/7/2020, 11:52 AM
Q1 2020 28 $75.5M +$20M -$24.6M -$4.54M SCHB, SCHA, VWO, SPDW, VSS 13F-HR 4/21/2020, 09:29 AM
Q4 2019 28 $103M $0 $0 SCHB, SCHA, SCHC, SCHF, SCHH 13F-HR 2/12/2020, 05:56 PM