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| Name: |
Strategic Financial Planning Inc. |
| City: |
Plano |
| State: |
TX |
| Zip: |
75024 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHA |
Schwab Strategic Trust |
2 |
- |
$48.72 |
$17,308,000 |
351,508 |
12.95% |
1,341,000 |
13,506 |
0.025 |
Closed - End Fund - Debt |
|
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GWL |
St Spdr S&P Wld Xus |
3 |
- |
$36.49 |
$12,393,000 |
345,782 |
9.27% |
636,000 |
103 |
0.038 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
4 |
- |
$44.53 |
$10,791,000 |
258,335 |
8.07% |
733,000 |
13,618 |
0.002 |
Closed - End Fund - E... |
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SCHH |
Schwab Us Reit |
5 |
- |
$19.91 |
$7,952,000 |
391,741 |
5.95% |
189,000 |
16,916 |
0.033 |
N/A |
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VSS |
Vanguard FTSE All-Wld ex-US... |
6 |
- |
$120.68 |
$7,754,000 |
66,363 |
5.8% |
448,000 |
2,845 |
0.014 |
Closed - End Fund - Debt |
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XOVR |
Spdr Bofa Merrill Lynch Cro... |
8 |
- |
$23.28 |
$5,800,000 |
247,248 |
4.34% |
129,000 |
4,675 |
0.239 |
N/A |
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VNQI |
Vanguard Global Ex-US Real ... |
11 |
- |
$42.69 |
$4,226,000 |
100,294 |
3.16% |
104,000 |
3,520 |
0.114 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
16 |
- |
$49.56 |
$2,435,000 |
48,540 |
1.82% |
110,000 |
2 |
0.002 |
Closed - End Fund - F... |
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EMM |
Global X Emerging Markets Etf |
30 |
- |
$27.58 |
$314,000 |
5,879 |
0.23% |
32,000 |
98 |
0.001 |
Closed - End Fund - E... |
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LAG |
Lagardere S.C.A |
32 |
- |
$25.01 |
$271,000 |
10,734 |
0.2% |
-4,000 |
5 |
0.001 |
Closed - End Fund - E... |
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DBAP |
Deutsche Xtrackers Msci Ac ... |
34 |
- |
$0.00 |
$240,000 |
11,068 |
0.18% |
7,000 |
418 |
0.012 |
N/A |
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