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Home > Institutional Investor > Strategic Financial Planning, Inc. > Profile

Instuitional Investor - Strategic Financial Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Strategic Financial Planning, Inc.
Portfolio Value $127,914,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 339,229 $18,884,860 14.76%
2.
Schwab Strategic Trust
 FNDF 338,002 $15,967,193 12.48%
3.
Spdr Index Shs Fds
 345,679 $11,756,558 9.19%
4.
Vanguard Intl Equity Index Funds
 VWO 244,717 $10,057,876 7.86%
5.
Schwab Strategic Trust
 FNDF 374,825 $7,762,623 6.06%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)