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  Name: Strategic Financial Planning Inc.
  City: Plano
  State: TX
  Zip: 75024
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $133,645,000
  Total Value Change : $5,729,000
  Securities Held Change : 2
   
All Securities Held : 36
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 11
  Unchanged Positions : 4
  Decreased Positions : 19

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (SCHB)1 Year Chart         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)1 Year Chart         SCHC Schwab International Small-... 7 - $36.33 $6,422,000 179,399 4.81% 142,000 -582 0.173    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 9 - $42.96 $4,424,000 102,788 3.31% 36,000 -1,236 0.011    N/A
   (SCHF)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         SCHE Schwab Emerging Markets Equ... 14 - $26.66 $3,345,000 132,465 2.5% -107,000 -6,773 0.049    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 15 - $48.60 $2,866,000 58,266 2.14% -88,000 -1,584 0.006    N/A
   (TMW)1 Year Chart         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)1 Year Chart         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)1 Year Chart         IEMG Ishares Core Msci Emerging ... 19 - $53.97 $1,995,000 38,667 1.49% 25,000 -288 0    N/A
   (SCHP)1 Year Chart         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)1 Year Chart         FTY iShares Trust 22 - $52.70 $958,000 17,810 0.72% -31,000 -412 0.02    Closed - End Fund - Debt
   (VWOB)1 Year Chart         VWOB Vanguard Emerging Markets G... 23 - $63.33 $932,000 14,593 0.7% -16,000 -280 0.006    N/A
   (BND)1 Year Chart         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)1 Year Chart         LEMB Ishares Emerging Markets Lo... 25 - $35.43 $808,000 22,407 0.6% -22,000 -183 0.187    N/A
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... 28 - $67.93 $461,000 6,865 0.34% -6,000 -475 0.001    N/A
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 31 - $25.55 $290,000 11,287 0.22% -35,000 -1,560 0.005    N/A
      18 Records Found
  1    
Page 1 of 1
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