Strategic Financial Planning, Inc.

Est. AUM

$170.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$21.6M	861289	12.65%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$18.4M	633360	10.78%	SOLE
3	AMERICAN CENTY ETF TR	US EQT ETF	$16.8M	310632	9.82%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$16.1M	351728	9.39%	SOLE
5	VANGUARD CHARLOTTE FDS	INTL BD IDX ETF	$11.2M	77210	6.58%	SOLE
6	AMERICAN CENTY ETF TR	INTL SMCP VLU	$10.3M	481154	6.05%	SOLE
7	AMERICAN CENTY ETF TR	US EQT ETF	$9.7M	200814	5.68%	SOLE
8	J P MORGAN EXCHANGE-TRADED F	BETABUILDRS US	$7.5M	161077	4.40%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$6.3M	240897	3.66%	SOLE
10	HP INC	COM	$5.1M	15987	3.00%	SOLE
11	BNY MELLON ETF TRUST	US LRG CP CORE	$5.1M	114206	2.98%	SOLE
12	AMERICAN CENTY ETF TR	US SML CP VALU	$4.8M	193975	2.81%	SOLE
13	FIDELITY WISE ORIGIN BITCOIN	SHS	$4.3M	20979	2.53%	SOLE
14	SPDR SER TR	BLOOMBERG EMG MK	$3.8M	30259	2.21%	SOLE
15	INVESTMENT MANAGERS SER TR I	AXS CHANGE FINAN	$3.3M	68186	1.92%	SOLE
16	VANGUARD BD INDEX FD INC	TOTAL BND MRKT	$3.0M	90043	1.74%	SOLE
17	SPDR SER TR	BLOOMBERG EMERGI	$2.6M	41315	1.55%	SOLE
18	MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$2.0M	66143	1.20%	SOLE
19	ISHARES TR	ESGADVNCDMSCI EM	$1.8M	26493	1.08%	SOLE
20	ISHARES TR	JPMORGAN USD EMG	$1.8M	37650	1.03%	SOLE
21	VANGUARD WORLD FD	ESG US STK ETF	$1.7M	21237	0.98%	SOLE
22	HEWLETT PACKARD ENTERPRISE C	COM	$1.6M	19343	0.95%	SOLE
23	MORGAN STANLEY ETF TRUST	CALVERT ULT SHR	$1.3M	50704	0.79%	SOLE
24	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$1.3M	55578	0.76%	SOLE
25	HUMANKIND BENEFIT CORPORATIO	HUMANKIND US STK	$1.2M	19943	0.69%	SOLE
26	VANECK VECTORS ETF TR	HIGH YLD MUN ETF	$1.2M	15963	0.69%	SOLE
27	SPDR SER TR	NUVEEN BBG BRCLY	$1.0M	15798	0.61%	SOLE
28	DBX ETF TR	XTRACK USD HIGH	$937K	15828	0.55%	SOLE
29	EVERSOURCE ENERGY	COM	$926K	22670	0.54%	SOLE
30	ISHARES TR	MRGSTR SM CP ETF	$750K	1149	0.44%	SOLE
31	ISHARES INC	CORE MSCI EMKT	$635K	5107	0.37%	SOLE
32	DBX ETF TR	XTRACK INTL REAL	$418K	20272	0.24%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$396K	662	0.23%	SOLE
34	ISHARES TR	CORE MSCI INTL	$343K	3864	0.20%	SOLE
35	INTERNATIONAL BUSINESS MACHS	COM	$282K	10988	0.16%	SOLE
36	ISHARES TR	CORE S&P TTL STK	$280K	975	0.16%	SOLE
37	ISHARES TR	CORE INTL AGGR	$257K	10360	0.15%	SOLE
38	ISHARES BITCOIN TR	SHS	$253K	11176	0.15%	SOLE
39	ISHARES TR	CORE S&P MCP ETF	$233K	3580	0.14%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$225K	3338	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.