Sponsored

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

Currently, Arnold Financial Planning LLC holds 41 types of securities in its portfolio with a total value $134.1M. In the most recent quarter, they have increased their positions in AAPL (+12.7K shares, valued at $3.7M), TSLA (+6.2K shares, valued at $2.6M), FLOT (+23.1K shares, valued at $1.2M); decreased their positions in DFAC (-2.3K shares, valued at $101.2K), DFAE (-2.0K shares, valued at $79.5K), DFAI (-1.4K shares, valued at $56.6K); initiated new positions in TSLA (+6.2K shares, valued at $2.6M), FLOT (+23.1K shares, valued at $1.2M), QQQ (+1.2K shares, valued at $854.2K).

1M P&L

+3.0M+2.31%

3M P&L

+1.7M+1.29%

HY P&L

+7.5M+5.94%

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/A122.1M

92.7%

2Consumer Electronics5.2M

3.9%

3Auto Manufacturers2.6M

2.0%

Top Industries by Stock Count

1N/A31 stocks

81.6%

2Insurance - Diversified1 stocks

2.6%

3Consumer Electronics1 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR553.6K shares4.74%2026-06-302026-07-14

SCHZ SCHWAB STRATEGIC TR686.8K shares7.51%2026-06-302026-07-14

SCHO SCHWAB STRATEGIC TR547.5K shares5.71%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR443.0K shares3.03%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR281.1K shares3.28%2026-06-302026-07-14

DFAC DIMENSIONAL ETF TRUST200.0K shares-1.13%2026-06-302026-07-14

SCHV SCHWAB STRATEGIC TR253.7K shares5.99%2026-06-302026-07-14

SLYV SPDR SERIES TRUST75.5K shares1.68%2026-06-302026-07-14

Sponsored

SCHC SCHWAB STRATEGIC TR138.3K shares2.70%2026-06-302026-07-14

DFCF DIMENSIONAL ETF TRUST135.3K shares0.99%2026-06-302026-07-14

AAPL APPLE INC17.9K shares247.08%2026-06-302026-07-14

SCHE SCHWAB STRATEGIC TR102.6K shares3.89%2026-06-302026-07-14

TSLA TESLA INC6.2K sharesnew addition2026-06-302026-07-14

DFAI DIMENSIONAL ETF TRUST48.3K shares-2.76%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares0.42%2026-06-302026-07-14

DFAX DIMENSIONAL ETF TRUST32.6K shares0.18%2026-06-302026-07-14

Sponsored

FLOT ISHARES TR23.1K sharesnew addition2026-06-302026-07-14

DFAE DIMENSIONAL ETF TRUST23.4K shares-7.80%2026-06-302026-07-14

SGOV ISHARES TR9.1K shares35.33%2026-06-302026-07-14

QQQ INVESCO QQQ TR1.2K sharesnew addition2026-06-302026-07-14

NVDA NVIDIA CORPORATION4.3K shares32.48%2026-06-302026-07-14

ISHARES TR ISHARES TR1.0K sharesnew addition2026-06-302026-07-14

IWP ISHARES TR4.9K sharesnew addition2026-06-302026-07-14

IJR ISHARES TR4.7K shares0.00%2026-06-302026-07-14

Sponsored

DFAR DIMENSIONAL ETF TRUST18.4K shares-4.16%2026-06-302026-07-14

XBI SPDR SERIES TRUST2.7K sharesnew addition2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS6.0K sharesnew addition2026-06-302026-07-14

KRE SPDR SERIES TRUST5.3K sharesnew addition2026-06-302026-07-14

IWN ISHARES TR1.4K sharesnew addition2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC525 shares12.42%2026-06-302026-07-14

T AT&T INC13.1K sharesnew addition2026-06-302026-07-14

IEMG ISHARES INC3.1K sharesnew addition2026-06-302026-07-14

Sponsored

VTIP VANGUARD MALVERN FDS5.1K shares0.04%2026-06-302026-07-14

BSV VANGUARD BD INDEX FDS3.2K sharesnew addition2026-06-302026-07-14

FNDA SCHWAB STRATEGIC TR6.3K shares0.00%2026-06-302026-07-14

MSFT MICROSOFT CORP620 sharesnew addition2026-06-302026-07-14

IBDU ISHARES TR9.9K shares0.00%2026-06-302026-07-14

IBDT ISHARES TR8.9K shares0.00%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL445 sharesnew addition2026-06-302026-07-14

AMZN AMAZON COM INC924 sharesnew addition2026-06-302026-07-14

Sponsored

SCHM SCHWAB STRATEGIC TR5.9K sharesnew addition2026-06-302026-07-14

SCHX

SCHWAB STRATEGIC TR

4.74%

Shares553.6K

Event2026-06-30

Filed2026-07-14

SCHZ

SCHWAB STRATEGIC TR

7.51%

Shares686.8K

Event2026-06-30

Filed2026-07-14

SCHO

SCHWAB STRATEGIC TR

5.71%

Shares547.5K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

3.03%

Shares443.0K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

3.28%

Shares281.1K

Event2026-06-30

Filed2026-07-14

DFAC

DIMENSIONAL ETF TRUST

-1.13%

Shares200.0K

Event2026-06-30

Filed2026-07-14

SCHV

SCHWAB STRATEGIC TR

5.99%

Shares253.7K

Event2026-06-30

Filed2026-07-14

SLYV

SPDR SERIES TRUST

1.68%

Shares75.5K

Event2026-06-30

Filed2026-07-14

SCHC

SCHWAB STRATEGIC TR

2.70%

Shares138.3K

Event2026-06-30

Filed2026-07-14

DFCF

DIMENSIONAL ETF TRUST

0.99%

Shares135.3K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

247.08%

Shares17.9K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

3.89%

Shares102.6K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

New

Shares6.2K

Event2026-06-30

Filed2026-07-14

DFAI

DIMENSIONAL ETF TRUST

-2.76%

Shares48.3K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.42%

Shares3.8K

Event2026-06-30

Filed2026-07-14

DFAX

DIMENSIONAL ETF TRUST

0.18%

Shares32.6K

Event2026-06-30

Filed2026-07-14

FLOT

ISHARES TR

New

Shares23.1K

Event2026-06-30

Filed2026-07-14

DFAE

DIMENSIONAL ETF TRUST

-7.80%

Shares23.4K

Event2026-06-30

Filed2026-07-14

SGOV

ISHARES TR

35.33%

Shares9.1K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

32.48%

Shares4.3K

Event2026-06-30

Filed2026-07-14

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-14

IWP

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-14

DFAR

DIMENSIONAL ETF TRUST

-4.16%

Shares18.4K

Event2026-06-30

Filed2026-07-14

XBI

SPDR SERIES TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

New

Shares6.0K

Event2026-06-30

Filed2026-07-14

KRE

SPDR SERIES TRUST

New

Shares5.3K

Event2026-06-30

Filed2026-07-14

IWN

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

12.42%

Shares525

Event2026-06-30

Filed2026-07-14

AT&T INC

New

Shares13.1K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

VTIP

VANGUARD MALVERN FDS

0.04%

Shares5.1K

Event2026-06-30

Filed2026-07-14

BSV

VANGUARD BD INDEX FDS

New

Shares3.2K

Event2026-06-30

Filed2026-07-14

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

New

Shares620

Event2026-06-30

Filed2026-07-14

IBDU

ISHARES TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-14

IBDT

ISHARES TR

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares445

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

New

Shares924

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available