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The Analysis of Arnold Financial Planning LLC's Holdings & P&L

Currently, Arnold Financial Planning LLC holds 26 types of securities in its portfolio with a total value $107.0M. In the most recent quarter, they have increased their positions in SCHO (+84.3K shares, valued at $2.0M), SCHX (+74.7K shares, valued at $1.9M), SCHZ (+74.6K shares, valued at $1.7M); decreased their positions in DFCF (-4.0K shares, valued at $169.9K), IJR (-659 shares, valued at $81.9K), SLYV (-816 shares, valued at $77.2K); initiated new positions in IBDS (+10.0K shares, valued at $242.5K), IBDU (+9.9K shares, valued at $229.3K), IBDT (+8.9K shares, valued at $225.7K).

1M P&L

+613.4K+0.53%

3M P&L

+6.1M+5.50%

HY P&L

+6.9M+6.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A104.9M

98.0%

2Consumer Electronics1.3M

1.2%

3Semiconductors561.6K

0.5%

Top Industries by Stock Count

1N/A23 stocks

88.5%

2Consumer Electronics1 stocks

3.8%

3Internet Content & Information1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHZ SCHWAB STRATEGIC TR638.8K shares13.22%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR528.5K shares16.45%2026-03-312026-04-14

SCHO SCHWAB STRATEGIC TR518.0K shares19.44%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR429.9K shares9.23%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR272.2K shares14.49%2026-03-312026-04-14

DFAC DIMENSIONAL ETF TRUST202.3K shares-0.45%2026-03-312026-04-14

SCHV SCHWAB STRATEGIC TR239.4K shares15.31%2026-03-312026-04-14

SLYV SPDR SERIES TRUST74.3K shares-1.09%2026-03-312026-04-14

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SCHC SCHWAB STRATEGIC TR134.7K shares5.58%2026-03-312026-04-14

DFCF DIMENSIONAL ETF TRUST134.0K shares-2.92%2026-03-312026-04-14

SCHE SCHWAB STRATEGIC TR98.7K shares13.55%2026-03-312026-04-14

DFAI DIMENSIONAL ETF TRUST49.6K shares-0.65%2026-03-312026-04-14

AAPL APPLE INC5.2K shares38.00%2026-03-312026-04-14

VTI VANGUARD INDEX FDS3.8K shares-4.99%2026-03-312026-04-14

DFAX DIMENSIONAL ETF TRUST32.5K shares0.03%2026-03-312026-04-14

DFAE DIMENSIONAL ETF TRUST25.4K shares-4.26%2026-03-312026-04-14

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SGOV ISHARES TR6.7K shares114.13%2026-03-312026-04-14

IJR ISHARES TR4.7K shares-12.40%2026-03-312026-04-14

NVDA NVIDIA CORPORATION3.2K shares0.00%2026-03-312026-04-14

DFAR DIMENSIONAL ETF TRUST19.2K shares3.48%2026-03-312026-04-14

META META PLATFORMS INC467 shares34.58%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS5.1K shares0.00%2026-03-312026-04-14

IBDS ISHARES TR10.0K sharesnew addition2026-03-312026-04-14

IBDU ISHARES TR9.9K sharesnew addition2026-03-312026-04-14

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IBDT ISHARES TR8.9K sharesnew addition2026-03-312026-04-14

FNDA SCHWAB STRATEGIC TR6.3K shares-0.11%2026-03-312026-04-14

SCHZ

SCHWAB STRATEGIC TR

13.22%

Shares638.8K

Event2026-03-31

Filed2026-04-14

SCHX

SCHWAB STRATEGIC TR

16.45%

Shares528.5K

Event2026-03-31

Filed2026-04-14

SCHO

SCHWAB STRATEGIC TR

19.44%

Shares518.0K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

9.23%

Shares429.9K

Event2026-03-31

Filed2026-04-14

SCHA

SCHWAB STRATEGIC TR

14.49%

Shares272.2K

Event2026-03-31

Filed2026-04-14

DFAC

DIMENSIONAL ETF TRUST

-0.45%

Shares202.3K

Event2026-03-31

Filed2026-04-14

SCHV

SCHWAB STRATEGIC TR

15.31%

Shares239.4K

Event2026-03-31

Filed2026-04-14

SLYV

SPDR SERIES TRUST

-1.09%

Shares74.3K

Event2026-03-31

Filed2026-04-14

SCHC

SCHWAB STRATEGIC TR

5.58%

Shares134.7K

Event2026-03-31

Filed2026-04-14

DFCF

DIMENSIONAL ETF TRUST

-2.92%

Shares134.0K

Event2026-03-31

Filed2026-04-14

SCHE

SCHWAB STRATEGIC TR

13.55%

Shares98.7K

Event2026-03-31

Filed2026-04-14

DFAI

DIMENSIONAL ETF TRUST

-0.65%

Shares49.6K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

38.00%

Shares5.2K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-4.99%

Shares3.8K

Event2026-03-31

Filed2026-04-14

DFAX

DIMENSIONAL ETF TRUST

0.03%

Shares32.5K

Event2026-03-31

Filed2026-04-14

DFAE

DIMENSIONAL ETF TRUST

-4.26%

Shares25.4K

Event2026-03-31

Filed2026-04-14

SGOV

ISHARES TR

114.13%

Shares6.7K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

-12.40%

Shares4.7K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-14

DFAR

DIMENSIONAL ETF TRUST

3.48%

Shares19.2K

Event2026-03-31

Filed2026-04-14