Strategic Financial Planning, Inc. Portfolio Holdings
Q3 2025•38 long positions•$172.6M portfolio value
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Holding38 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $26.8M 15.54% | +$1.6M Bought | — 1.0M shares | 982.8K → 1.0M +$1.6M | +6.16% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.7M 11.99% | -$587.2K Sold | — 741.7K shares | 762.8K → 741.7K −$587.2K | -2.76% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $16.8M 9.72% | +$146.4K Bought | — 309.6K shares | 306.9K → 309.6K +$146.4K | +0.88% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $15.7M 9.12% | -$478.1K Sold | — 367.7K shares | 378.9K → 367.7K −$478.1K | -2.95% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.0M 6.38% | -$133.3K Sold | — 77.3K shares | 78.2K → 77.3K −$133.3K | -1.2% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.9M 5.74% | +$105.5K Bought | — 459.5K shares | 454.6K → 459.5K +$105.5K | +1.08% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.9M 4.55% | -$454.8K Sold | — 172.6K shares | 182.6K → 172.6K −$454.8K | -5.47% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.6M 3.84% | +$891.9K Bought | — 143.0K shares | 123.8K → 143.0K +$891.9K | +15.56% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.1M 3.54% | +$366.1K Bought | — 228.7K shares | 215.0K → 228.7K +$366.1K | +6.37% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.3M 3.09% | -$69.1K Sold | — 111.8K shares | 113.3K → 111.8K −$69.1K | -1.28% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.3M 3.09% | -$26.6K Sold | — 16.2K shares | 16.3K → 16.2K −$26.6K | -0.5% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.5M 2.63% | -$49.7K Sold | — 195.0K shares | 197.1K → 195.0K −$49.7K | -1.08% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.4M 2.55% | -$209.3 Sold | — 21.0K shares | 21.0K → 21.0K −$209.3 | -0.0% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.4M 1.99% | -$74.0K Sold | — 102.9K shares | 105.2K → 102.9K −$74.0K | -2.11% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.3M 1.89% | -$23.2K Sold | — 66.1K shares | 66.6K → 66.1K −$23.2K | -0.7% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.7M 1.56% | -$10.4K Sold | — 33.3K shares | 33.4K → 33.3K −$10.4K | -0.39% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.7M 1.54% | -$28.9K Sold | — 44.2K shares | 44.7K → 44.2K −$28.9K | -1.08% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.3M 1.34% | -$39.4K Sold | — 78.3K shares | 79.6K → 78.3K −$39.4K | -1.67% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.9M 1.12% | -$71.6K Sold | — 29.3K shares | 30.4K → 29.3K −$71.6K | -3.57% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 1.07% | -$118.2K Sold | — 39.6K shares | 42.1K → 39.6K −$118.2K | -6.0% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.6M 0.907% | -$7.4K Sold | — 19.5K shares | 19.6K → 19.5K −$7.4K | -0.47% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.849% | +$167.3K Bought | — 19.7K shares | 17.5K → 19.7K +$167.3K | +12.89% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.3M 0.773% | -$37.8K Sold | — 49.5K shares | 50.9K → 49.5K −$37.8K | -2.76% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.3M 0.753% | -$20.5K Sold | — 54.3K shares | 55.2K → 54.3K −$20.5K | -1.56% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.0M 0.603% | -$234.9 Sold | — 17.7K shares | 17.7K → 17.7K −$234.9 | -0.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.0M 0.595% | -$735.5 Sold | — 15.4K shares | 15.4K → 15.4K −$735.5 | -0.07% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $938.6K 0.544% | -$8.1K Sold | — 22.8K shares | 23.0K → 22.8K −$8.1K | -0.86% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $872.0K 0.505% | +$251.4K Bought | — 15.2K shares | 10.9K → 15.2K +$251.4K | +40.51% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $768.7K 0.445% | — | — 1.1K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $620.3K 0.359% | — | — 5.2K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $428.7K 0.248% | — | — 700.0 shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $394.4K 0.229% | -$2.2K Sold | — 4.3K shares | 4.3K → 4.3K −$2.2K | -0.55% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $286.5K 0.166% | — | — 975.0 shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $279.3K 0.162% | +$2.4K Bought | — 10.8K shares | 10.7K → 10.8K +$2.4K | +0.85% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $263.2K 0.153% | — | — 11.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $257.4K 0.149% | -$4.4K Sold | — 10.3K shares | 10.5K → 10.3K −$4.4K | -1.68% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $227.1K 0.132% | — | — 3.6K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $217.8K 0.126% | -$65.3 Sold | — 3.3K shares | 3.3K → 3.3K −$65.3 | -0.03% | — — | Q1 2024 Held for 1y 8m |
