Strategic Financial Planning, Inc. Portfolio Holdings by Sector
Strategic Financial Planning, Inc.
- $147 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB SCHA VWO SPDW SCHH VSS SPHY SCHC 36 stocks |
$142,002
96.76% of portfolio
|
  17  
|
  15  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,752
3.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|