Strategic Financial Planning, Inc. - Portfolio overview

Strategic Financial Planning, Inc. has 68 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Utilities.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 8.06%
2. AGG - ISHARES TR, 6.49%
3. SCHA - SCHWAB STRATEGIC TR, 6.22%

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

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