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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 :
4 |
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Unchanged Positions |
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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 |
|
IVV |
iShares Core S&P 500 Etf |
26 |
- |
$525.96 |
$604,000 |
1,149 |
0.45% |
55,000 |
0 |
0 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
27 |
- |
$110.40 |
$586,000 |
5,299 |
0.44% |
12,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
29 |
- |
$83.80 |
$455,000 |
5,265 |
0.34% |
-10,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
33 |
- |
$246.21 |
$244,000 |
975 |
0.18% |
17,000 |
0 |
0 |
Closed - End Fund - E... |
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