Strategic Financial Planning, Inc. Portfolio Holdings by Sector
Strategic Financial Planning, Inc.
- $151 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB SCHA VWO SPDW SCHH VSS SCHC SPHY 36 stocks |
$146,372
96.91% of portfolio
|
21
|
11
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,674
3.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|