Arnold Financial Planning LLC
26 holdingsFiling period: 2026-03-31Current AUM: $115.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | 638.8K | $14.8M | $14.5M | 12.59% | +74.6K | 2026-03-31 |
| 2 | SCHX | SCHWAB STRATEGIC TR | 528.5K | $13.6M | $15.6M | 13.47% | +74.7K | 2026-03-31 |
| 3 | SCHO | SCHWAB STRATEGIC TR | 518.0K | $12.6M | $12.5M | 10.81% | +84.3K | 2026-03-31 |
| 4 | SCHF | SCHWAB STRATEGIC TR | 429.9K | $10.6M | $11.8M | 10.21% | +36.3K | 2026-03-31 |
| 5 | SCHA | SCHWAB STRATEGIC TR | 272.2K | $7.9M | $9.1M | 7.91% | +34.5K | 2026-03-31 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 202.3K | $7.9M | $9.0M | 7.79% | -905 | 2026-03-31 |
| 7 | SCHV | SCHWAB STRATEGIC TR | 239.4K | $7.3M | $8.2M | 7.06% | +31.8K | 2026-03-31 |
| 8 | SLYV | SPDR SERIES TRUST | 74.3K | $7.0M | $8.1M | 6.97% | -816 | 2026-03-31 |
| 9 | SCHC | SCHWAB STRATEGIC TR | 134.7K | $6.3M | $6.5M | 5.64% | +7.1K | 2026-03-31 |
| 10 | DFCF | DIMENSIONAL ETF TRUST | 134.0K | $5.7M | $5.6M | 4.81% | -4,024 | 2026-03-31 |
| 11 | SCHE | SCHWAB STRATEGIC TR | 98.7K | $3.3M | $3.6M | 3.08% | +11.8K | 2026-03-31 |
| 12 | DFAI | DIMENSIONAL ETF TRUST | 49.6K | $1.9M | $2.1M | 1.81% | -327 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 5.2K | $1.3M | $1.6M | 1.38% | +1.4K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 3.8K | $1.2M | $1.4M | 1.22% | -201 | 2026-03-31 |
| 15 | DFAX | DIMENSIONAL ETF TRUST | 32.5K | $1.1M | $1.2M | 1.03% | +10 | 2026-03-31 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | 25.4K | $858K | $951K | 0.82% | -1,129 | 2026-03-31 |
| 17 | SGOV | ISHARES TR | 6.7K | $674K | $674K | 0.58% | +3.6K | 2026-03-31 |
| 18 | IJR | ISHARES TR | 4.7K | $578K | $676K | 0.59% | -659 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 3.2K | $561K | $646K | 0.56% | -- | 2026-03-31 |
| 20 | DFAR | DIMENSIONAL ETF TRUST | 19.2K | $454K | $514K | 0.45% | +647 | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 467 | $267K | $260K | 0.22% | +120 | 2026-03-31 |
| 22 | VTIP | VANGUARD MALVERN FDS | 5.1K | $254K | $253K | 0.22% | -- | 2026-03-31 |
| 23 | IBDS | ISHARES TR | 10.0K | $242K | $242K | 0.21% | -- | 2026-03-31 |
| 24 | IBDU | ISHARES TR | 9.9K | $229K | $227K | 0.20% | -- | 2026-03-31 |
| 25 | IBDT | ISHARES TR | 8.9K | $225K | $224K | 0.19% | -- | 2026-03-31 |
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