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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 $146,743,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 948,246 $21,525,192 14.66%
2.
Schwab Strategic Trust
 FNDF 760,942 $19,677,965 13.4%
3.
Vanguard Intl Equity Index Funds
 VWO 297,271 $13,093,928 8.92%
4.
Spdr Index Shs Fds
 376,772 $12,860,536 8.76%
5.
Schwab Strategic Trust
 FNDF 434,521 $9,155,293 6.23%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)