Strategic Financial Planning, Inc.
40 holdingsFiling period: 2026-03-31Current AUM: $184.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 861.3K | $21.6M | $21.2M | 11.48% | -- | 2026-03-31 |
| 2 | AVDE | AMERICAN CENTY ETF TR | 633.4K | $18.4M | $19.8M | 10.72% | -- | 2026-03-31 |
| 3 | AVSD | AMERICAN CENTY ETF TR | 310.6K | $16.8M | $18.5M | 10.02% | -- | 2026-03-31 |
| 4 | AVEM | AMERICAN CENTY ETF TR | 351.7K | $16.1M | $17.8M | 9.66% | -- | 2026-03-31 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 77.2K | $11.2M | $11.2M | 6.06% | +8.1K | 2026-03-31 |
| 6 | AVDV | AMERICAN CENTY ETF TR | 481.2K | $10.3M | $10.8M | 5.87% | -- | 2026-03-31 |
| 7 | AVUS | AMERICAN CENTY ETF TR | 200.8K | $9.7M | $11.1M | 6.03% | -- | 2026-03-31 |
| 8 | BBUS | J P MORGAN EXCHANGE-TRADED F | 161.1K | $7.5M | $8.6M | 4.68% | -- | 2026-03-31 |
| 9 | AVSE | AMERICAN CENTY ETF TR | 240.9K | $6.3M | $7.1M | 3.82% | -- | 2026-03-31 |
| 10 | HPQ | HP INC | 16.0K | $5.1M | $7.3M | 3.94% | -- | 2026-03-31 |
| 11 | BKLC | BNY MELLON ETF TRUST | 114.2K | $5.1M | $5.8M | 3.16% | +96.3K | 2026-03-31 |
| 12 | AVUV | AMERICAN CENTY ETF TR | 194.0K | $4.8M | $5.4M | 2.95% | -- | 2026-03-31 |
| 13 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 21.0K | $4.3M | $4.0M | 2.17% | -- | 2026-03-31 |
| 14 | EMHC | SPDR SER TR | 30.3K | $3.8M | $3.8M | 2.05% | -- | 2026-03-31 |
| 15 | NVDS | INVESTMENT MANAGERS SER TR I | 68.2K | $3.3M | $2.5M | 1.33% | -- | 2026-03-31 |
| 16 | BND | VANGUARD BD INDEX FD INC | 90.0K | $3.0M | $2.9M | 1.58% | +70.5K | 2026-03-31 |
| 17 | EBND | SPDR SER TR | 41.3K | $2.6M | $2.7M | 1.45% | -- | 2026-03-31 |
| 18 | CVIE | MORGAN STANLEY ETF TRUST | 66.1K | $2.0M | $2.3M | 1.26% | -- | 2026-03-31 |
| 19 | EMXF | ISHARES TR | 26.5K | $1.8M | $2.1M | 1.15% | -- | 2026-03-31 |
| 20 | EMB | ISHARES TR | 37.6K | $1.8M | $1.8M | 0.96% | -- | 2026-03-31 |
| 21 | ESGV | VANGUARD WORLD FD | 21.2K | $1.7M | $2.0M | 1.07% | -- | 2026-03-31 |
| 22 | HPE | HEWLETT PACKARD ENTERPRISE C | 19.3K | $1.6M | $3.3M | 1.76% | -- | 2026-03-31 |
| 23 | CVSB | MORGAN STANLEY ETF TRUST | 50.7K | $1.3M | $1.3M | 0.73% | -- | 2026-03-31 |
| 24 | CVLC | MORGAN STANLEY ETF TRUST | 55.6K | $1.3M | $1.5M | 0.83% | -- | 2026-03-31 |
| 25 | — | HUMANKIND BENEFIT CORPORATIO | 19.9K | $1.2M | $1.2M | 0.64% | -- | 2026-03-31 |
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