Arnold Financial Planning LLC

Est. AUM

$107.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US AGGREGATE B	$14.8M	638805	13.86%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$13.6M	528506	12.66%	SOLE
3	SCHWAB STRATEGIC TR	SHT TM US TRES	$12.6M	517952	11.75%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.6M	429946	9.94%	SOLE
5	SCHWAB STRATEGIC TR	US SML CAP ETF	$7.9M	272209	7.40%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$7.9M	202254	7.34%	SOLE
7	SCHWAB STRATEGIC TR	US LCAP VA ETF	$7.3M	239403	6.82%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$7.0M	74257	6.56%	SOLE
9	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$6.3M	134690	5.88%	SOLE
10	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.7M	134002	5.29%	SOLE
11	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$3.3M	98740	3.04%	SOLE
12	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.9M	49649	1.81%	SOLE
13	APPLE INC	COM	$1.3M	5153	1.22%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3824	1.15%	SOLE
15	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.1M	32518	1.03%	SOLE
16	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$859K	25356	0.80%	SOLE
17	ISHARES TR	0-3 MNTH TREASRY	$674K	6696	0.63%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$579K	4654	0.54%	SOLE
19	NVIDIA CORPORATION	COM	$562K	3220	0.53%	SOLE
20	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$455K	19228	0.43%	SOLE
21	META PLATFORMS INC	CL A	$267K	467	0.25%	SOLE
22	VANGUARD MALVERN FDS	STRM INFPROIDX	$254K	5094	0.24%	SOLE
23	ISHARES TR	IBONDS 27 ETF	$242K	10003	0.23%	SOLE
24	ISHARES TR	IBONDS DEC 29	$229K	9857	0.21%	SOLE
25	ISHARES TR	IBDS DEC28 ETF	$226K	8910	0.21%	SOLE
26	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$206K	6341	0.19%	SOLE

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