|
|
Name: |
Strategic Financial Planning Inc. |
City: |
Plano |
State: |
TX |
Zip: |
75024 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
18 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SCHB |
Schwab Strategic Trust |
1 |
- |
$60.94 |
$19,917,000 |
326,239 |
14.9% |
1,032,000 |
-12,990 |
0.167 |
Closed - End Fund - Debt |
|
SCHC |
Schwab International Small-... |
7 |
- |
$36.33 |
$6,422,000 |
179,399 |
4.81% |
142,000 |
-582 |
0.173 |
Closed - End Fund - E... |
|
TWOK |
Spdr Russell 2000 |
9 |
- |
$42.96 |
$4,424,000 |
102,788 |
3.31% |
36,000 |
-1,236 |
0.011 |
N/A |
|
SCHF |
Schwab Strategic Trust |
10 |
- |
$39.40 |
$4,288,000 |
109,890 |
3.21% |
106,000 |
-3,261 |
0.012 |
Closed - End Fund - Debt |
|
VXF |
Vanguard Extended Market VI... |
12 |
- |
$172.45 |
$3,727,000 |
21,263 |
2.79% |
221,000 |
-59 |
0.027 |
Closed - End Fund - E... |
|
VTI |
Vanguard Total Stock Market... |
13 |
- |
$259.45 |
$3,529,000 |
13,580 |
2.64% |
291,000 |
-68 |
0.001 |
Closed - End Fund - E... |
|
SCHE |
Schwab Emerging Markets Equ... |
14 |
- |
$26.66 |
$3,345,000 |
132,465 |
2.5% |
-107,000 |
-6,773 |
0.049 |
N/A |
|
BNDX |
Vanguard Total Internationa... |
15 |
- |
$48.60 |
$2,866,000 |
58,266 |
2.14% |
-88,000 |
-1,584 |
0.006 |
N/A |
|
TMW |
SPDR Dow Jones Wilshire TOT... |
17 |
- |
$64.14 |
$2,300,000 |
35,860 |
1.72% |
204,000 |
-5 |
0.037 |
Closed - End Fund - E... |
|
SCHM |
Schwab U.S. Mid-Cap Etf |
18 |
- |
$80.40 |
$2,238,000 |
27,487 |
1.67% |
148,000 |
-255 |
0.022 |
N/A |
|
IEMG |
Ishares Core Msci Emerging ... |
19 |
- |
$53.97 |
$1,995,000 |
38,667 |
1.49% |
25,000 |
-288 |
0 |
N/A |
|
SCHP |
Schwab U.S. Tips Etf |
21 |
- |
$51.71 |
$1,004,000 |
19,253 |
0.75% |
-161,000 |
-3,065 |
0.006 |
N/A |
|
FTY |
iShares Trust |
22 |
- |
$52.70 |
$958,000 |
17,810 |
0.72% |
-31,000 |
-412 |
0.02 |
Closed - End Fund - Debt |
|
VWOB |
Vanguard Emerging Markets G... |
23 |
- |
$63.33 |
$932,000 |
14,593 |
0.7% |
-16,000 |
-280 |
0.006 |
N/A |
|
BND |
Vanguard Total Bond Market ETF |
24 |
- |
$71.65 |
$886,000 |
12,200 |
0.66% |
-245,000 |
-3,182 |
0.001 |
Closed - End Fund - E... |
|
LEMB |
Ishares Emerging Markets Lo... |
25 |
- |
$35.43 |
$808,000 |
22,407 |
0.6% |
-22,000 |
-183 |
0.187 |
N/A |
|
IDEV |
Ishares Core Msci Internati... |
28 |
- |
$67.93 |
$461,000 |
6,865 |
0.34% |
-6,000 |
-475 |
0.001 |
N/A |
|
HYMB |
Spdr Nuveen S&p High Yi... |
31 |
- |
$25.55 |
$290,000 |
11,287 |
0.22% |
-35,000 |
-1,560 |
0.005 |
N/A |
|