Notify me when Strategic Financial Planning, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 39 | $175,759,419 | +$5,933,983 | -$4,152,786 | +$1,781,197 | SCHB, SCHA, VWO, SPDW, VSS | 13F-HR | 17 Feb 2026, 17:02 |
| Q3 2025 | 38 | $172,575,575 | +$3,486,333 | -$2,246,089 | +$1,240,244 | SCHB, SCHA, VWO, SPDW, VSS | 13F-HR | 13 Nov 2025, 17:13 |
| Q2 2025 | 38 | $160,612,015 | +$8,683,770 | -$6,109,209 | +$2,574,561 | SCHB, SCHA, SPDW, VWO, VSS | 13F-HR | 13 Aug 2025, 13:23 |
| Q1 2025 | 35 | $145,024,506 | +$894,352 | -$923,023 | -$28,671 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 14 May 2025, 11:33 |
| Q4 2024 | 37 | $146,743,563 | +$30,844,454 | -$477,174 | +$30,367,280 | SCHB, SCHA, VWO, SPDW, SCHH | 13F-HR | 13 Feb 2025, 15:20 |
| Q3 2024 | 37 | $151,267,047 | +$4,970,332 | -$3,503,995 | +$1,466,337 | SCHB, SCHA, VWO, SPDW, SCHH | 13F-HR | 25 Oct 2024, 16:41 |
| Q2 2024 | 34 | $138,666,230 | +$6,862,625 | -$1,586,212 | +$5,276,413 | SCHB, SCHA, SPDW, VWO, VSS | 13F-HR | 09 Aug 2024, 18:07 |
| Q1 2024 | 36 | $133,646,317 | +$2,589,919 | -$1,816,904 | +$773,015 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 22 Apr 2024, 06:02 |
| Q4 2023 | 34 | $127,914,197 | +$10,169,676 | -$1,622,864 | +$8,546,812 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 12 Feb 2024, 15:37 |
| Q3 2023 | 30 | $108,575,731 | +$1,705,106 | -$1,153,822 | +$551,284 | SCHB, SCHA, SPDW, VWO, VSS | 13F-HR | 09 Nov 2023, 13:13 |
| Q2 2023 | 32 | $112,959,824 | +$2,208,467 | -$1,693,147 | +$515,320 | SCHB, SCHA, SPDW, VWO, VSS | 13F-HR | 10 Aug 2023, 19:54 |
| Q1 2023 | 32 | $109,446,206 | +$2,065,062 | -$564,081 | +$1,500,981 | SCHB, SCHA, SPDW, VWO, VSS | 13F-HR | 10 May 2023, 13:00 |
| Q4 2022 | 31 | $103,226,884 | +$4,894,703 | -$4,920,150 | -$25,447 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 14 Feb 2023, 17:23 |
| Q3 2022 | 33 | $96,047,000 | +$3,343,487 | -$3,183,895 | +$159,592 | SCHB, SCHA, SPDW, SCHH, VWO | 13F-HR | 14 Nov 2022, 06:07 |
| Q2 2022 | 31 | $103,887,000 | +$5,027,892 | -$3,867,399 | +$1,160,493 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 02 Aug 2022, 17:57 |
| Q1 2022 | 32 | $120,311,000 | +$22,829,078 | -$11,308,416 | +$11,520,662 | SCHB, SCHA, SPDW, SCHH, VWO | 13F-HR | 05 May 2022, 10:37 |
| Q4 2021 | 35 | $139,200,000 | +$4,211,193 | -$5,463,474 | -$1,252,281 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 07 Feb 2022, 15:08 |
| Q3 2021 | 32 | $136,613,000 | +$1,986,964 | -$650,484 | +$1,336,480 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 08 Nov 2021, 18:42 |
| Q2 2021 | 32 | $138,577,000 | +$2,039,111 | -$3,503,565 | -$1,464,454 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 06 Aug 2021, 13:06 |
| Q1 2021 | 31 | $134,082,000 | +$13,722,275 | -$359,781 | +$13,362,494 | SCHB, SCHA, SPDW, VWO, SCHH | 13F-HR | 07 May 2021, 12:38 |
| Q4 2020 | 32 | $114,115,000 | +$3,833,024 | -$852,687 | +$2,980,337 | SCHB, SCHA, SPDW, VWO, SCHE | 13F-HR | 11 Feb 2021, 16:04 |
| Q3 2020 | 29 | $96,142,000 | +$1,624,476 | -$768,082 | +$856,394 | SCHB, SCHA, SPDW, VWO, SCHE | 13F-HR | 06 Nov 2020, 18:56 |
| Q2 2020 | 29 | $89,821,000 | +$12,106,169 | -$10,947,292 | +$1,158,877 | SCHB, SCHA, SPDW, VWO, SCHE | 13F-HR | 07 Aug 2020, 11:52 |
| Q1 2020 | 28 | $75,512,000 | +$20,043,153 | -$24,583,423 | -$4,540,270 | SCHB, SCHA, VWO, SPDW, VSS | 13F-HR | 21 Apr 2020, 09:29 |
| Q4 2019 | 28 | $102,863,000 | $0 | $0 | $0 | SCHB, SCHA, SCHC, SCHF, SCHH | 13F-HR | 12 Feb 2020, 17:56 |