Avantax Planning Partners, Inc.
437 holdingsFiling period: 2026-03-31Current AUM: $3.99Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 15.03M | $437.9M | $513.6M | 12.86% | +141.0K | 2026-03-31 |
| 2 | SCHV | SCHWAB STRATEGIC TR | 10.22M | $311.6M | $348.1M | 8.72% | +29.6K | 2026-03-31 |
| 3 | SCHF | SCHWAB STRATEGIC TR | 7.32M | $181.1M | $200.7M | 5.03% | +118.8K | 2026-03-31 |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 7.71M | $179.0M | $175.5M | 4.40% | +263.3K | 2026-03-31 |
| 5 | SCHD | SCHWAB STRATEGIC TR | 5.51M | $169.0M | $184.3M | 4.62% | -4,598,666 | 2026-03-31 |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | 1.79M | $128.4M | $143.2M | 3.59% | -- | 2026-03-31 |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 2.43M | $116.4M | $116.5M | 2.92% | +103.8K | 2026-03-31 |
| 8 | SPTL | SPDR SERIES TRUST | 4.31M | $113.5M | $108.2M | 2.71% | +123.2K | 2026-03-31 |
| 9 | AVUV | AMERICAN CENTY ETF TR | 862.6K | $95.3M | $108.1M | 2.71% | +3.8K | 2026-03-31 |
| 10 | AVEM | AMERICAN CENTY ETF TR | 1.08M | $86.8M | $96.4M | 2.41% | -31,962 | 2026-03-31 |
| 11 | CWI | SPDR INDEX SHS FDS | 2.30M | $84.2M | $92.6M | 2.32% | +35.8K | 2026-03-31 |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.67M | $78.8M | $77.3M | 1.94% | +47.6K | 2026-03-31 |
| 13 | MDYV | SPDR SERIES TRUST | 918.3K | $78.2M | $87.2M | 2.18% | +24.8K | 2026-03-31 |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | 1.24M | $62.0M | $61.7M | 1.55% | -10,236 | 2026-03-31 |
| 15 | MUB | ISHARES TR | 495.7K | $52.6M | $52.4M | 1.31% | -7,053 | 2026-03-31 |
| 16 | FMB | FIRST TR EXCH TRADED FD III | 842.9K | $42.7M | $42.4M | 1.06% | -11,480 | 2026-03-31 |
| 17 | HYMB | SPDR SERIES TRUST | 1.68M | $41.7M | $41.9M | 1.05% | +19.2K | 2026-03-31 |
| 18 | IWF | ISHARES TR | 92.6K | $39.5M | $43.8M | 1.10% | +20.5K | 2026-03-31 |
| 19 | IDOG | ALPS ETF TR | 937.5K | $39.0M | $41.0M | 1.03% | -5,379 | 2026-03-31 |
| 20 | VOO | VANGUARD INDEX FDS | 64.9K | $38.8M | $44.6M | 1.12% | +61.1K | 2026-03-31 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | 174.5K | $37.5M | $41.7M | 1.05% | -50,797 | 2026-03-31 |
| 22 | AAPL | APPLE INC | 147.7K | $37.5M | $45.6M | 1.14% | +615 | 2026-03-31 |
| 23 | VXUS | VANGUARD STAR FDS | 449.3K | $34.6M | $38.0M | 0.95% | +1.9K | 2026-03-31 |
| 24 | SLYG | SPDR SERIES TRUST | 333.5K | $32.2M | $38.4M | 0.96% | +16.2K | 2026-03-31 |
| 25 | MDYG | SPDR SERIES TRUST | 321.9K | $30.9M | $34.4M | 0.86% | +33.4K | 2026-03-31 |
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