Arnold Financial Planning LLC
41 holdingsFiling period: 2026-06-30Current AUM: $130.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab Strategic TR | 553.6K | $16.3M | $16.0M | 12.28% | +25.1K | 2026-06-30 |
| 2 | SCHZ | Schwab Strategic TR | 686.8K | $15.9M | $15.5M | 11.87% | +48.0K | 2026-06-30 |
| 3 | SCHO | Schwab Strategic TR | 547.5K | $13.2M | $13.1M | 10.07% | +29.6K | 2026-06-30 |
| 4 | SCHF | Schwab Strategic TR | 443.0K | $12.3M | $11.7M | 8.96% | +13.0K | 2026-06-30 |
| 5 | SCHA | Schwab Strategic TR | 281.1K | $10.2M | $9.1M | 6.98% | +8.9K | 2026-06-30 |
| 6 | DFAC | Dimensional ETF Trust | 200.0K | $8.9M | $8.8M | 6.71% | -2,281 | 2026-06-30 |
| 7 | SCHV | Schwab Strategic TR | 253.7K | $8.8M | $8.6M | 6.60% | +14.3K | 2026-06-30 |
| 8 | SLYV | Spdr Series Trust | 75.5K | $8.2M | $7.8M | 6.01% | +1.2K | 2026-06-30 |
| 9 | SCHC | Schwab Strategic TR | 138.3K | $6.7M | $6.5M | 4.99% | +3.6K | 2026-06-30 |
| 10 | DFCF | Dimensional ETF Trust | 135.3K | $5.7M | $5.6M | 4.26% | +1.3K | 2026-06-30 |
| 11 | AAPL | Apple Inc | 17.9K | $5.2M | $6.1M | 4.70% | +12.7K | 2026-06-30 |
| 12 | SCHE | Schwab Strategic TR | 102.6K | $3.7M | $3.5M | 2.68% | +3.8K | 2026-06-30 |
| 13 | TSLA | Tesla Inc | 6.2K | $2.6M | $2.2M | 1.69% | -- | 2026-06-30 |
| 14 | DFAI | Dimensional ETF Trust | 48.3K | $2.0M | $2.0M | 1.51% | -1,372 | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 3.8K | $1.4M | $1.4M | 1.06% | +16 | 2026-06-30 |
| 16 | DFAX | Dimensional ETF Trust | 32.6K | $1.2M | $1.1M | 0.88% | +59 | 2026-06-30 |
| 17 | FLOT | iShares TR | 23.1K | $1.2M | $1.2M | 0.90% | -- | 2026-06-30 |
| 18 | DFAE | Dimensional ETF Trust | 23.4K | $940K | $815K | 0.63% | -1,977 | 2026-06-30 |
| 19 | SGOV | iShares TR | 9.1K | $912K | $910K | 0.70% | +2.4K | 2026-06-30 |
| 20 | QQQ | Invesco Qqq TR | 1.2K | $854K | $761K | 0.58% | -- | 2026-06-30 |
| 21 | NVDA | NVIDIA Corporation | 4.3K | $853K | $796K | 0.61% | +1.0K | 2026-06-30 |
| 22 | IVV | iShares TR | 1.0K | $748K | $738K | 0.57% | -- | 2026-06-30 |
| 23 | IWP | iShares TR | 4.9K | $710K | $601K | 0.46% | -- | 2026-06-30 |
| 24 | IJR | iShares TR | 4.7K | $690K | $640K | 0.49% | -- | 2026-06-30 |
| 25 | DFAR | Dimensional ETF Trust | 18.4K | $482K | $477K | 0.37% | -799 | 2026-06-30 |
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