Arnold Financial Planning LLC - Portfolio overview

Arnold Financial Planning LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SCHZ - SCHWAB STRATEGIC TR, 13.86%
2. SCHX - SCHWAB STRATEGIC TR, 12.66%
3. SCHO - SCHWAB STRATEGIC TR, 11.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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