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The Analysis of Strategic Financial Planning, Inc.'s Holdings & P&L

Currently, Strategic Financial Planning, Inc. holds 40 types of securities in its portfolio with a total value $170.9M. In the most recent quarter, they have increased their positions in AGG (+861.3K shares, valued at $21.6M), AVDE (+633.4K shares, valued at $18.4M), AVSD (+310.6K shares, valued at $16.8M); decreased their positions in IEMG (-24.1K shares, valued at $3.0M), ISCB (-2.4K shares, valued at $1.6M), IDEV (-15.5K shares, valued at $1.4M); initiated new positions in AGG (+861.3K shares, valued at $21.6M), AVDE (+633.4K shares, valued at $18.4M), AVSD (+310.6K shares, valued at $16.8M).

1M P&L

+5.2M+2.76%

3M P&L

+4.8M+2.54%

HY P&L

+20.2M+11.66%

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/A175.3M

100.0%

Top Industries by Stock Count

1N/A38 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR861.3K sharesnew addition2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR633.4K sharesnew addition2026-03-312026-05-14

AVSD AMERICAN CENTY ETF TR310.6K sharesnew addition2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR351.7K sharesnew addition2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS77.2K shares11.69%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR481.2K sharesnew addition2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR200.8K sharesnew addition2026-03-312026-05-14

BBUS J P MORGAN EXCHANGE-TRADED F161.1K sharesnew addition2026-03-312026-05-14

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AVSE AMERICAN CENTY ETF TR240.9K sharesnew addition2026-03-312026-05-14

HP INC HP INC16.0K sharesnew addition2026-03-312026-05-14

BKLC BNY MELLON ETF TRUST114.2K shares538.13%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR194.0K sharesnew addition2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN21.0K sharesnew addition2026-03-312026-05-14

EMHC SPDR SER TR30.3K sharesnew addition2026-03-312026-05-14

INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I68.2K sharesnew addition2026-03-312026-05-14

BND VANGUARD BD INDEX FD INC90.0K shares359.59%2026-03-312026-05-14

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EBND SPDR SER TR41.3K sharesnew addition2026-03-312026-05-14

CVIE MORGAN STANLEY ETF TRUST66.1K sharesnew addition2026-03-312026-05-14

EMXF ISHARES TR26.5K sharesnew addition2026-03-312026-05-14

EMB ISHARES TR37.6K sharesnew addition2026-03-312026-05-14

ESGV VANGUARD WORLD FD21.2K sharesnew addition2026-03-312026-05-14

HPE HEWLETT PACKARD ENTERPRISE C19.3K sharesnew addition2026-03-312026-05-14

CVSB MORGAN STANLEY ETF TRUST50.7K sharesnew addition2026-03-312026-05-14

CVLC MORGAN STANLEY ETF TRUST55.6K sharesnew addition2026-03-312026-05-14

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HKND HUMANKIND BENEFIT CORPORATIO19.9K sharesnew addition2026-03-312026-05-14

HYD VANECK VECTORS ETF TR16.0K sharesnew addition2026-03-312026-05-14

HYMB SPDR SER TR15.8K shares52.61%2026-03-312026-05-14

HYLB DBX ETF TR15.8K sharesnew addition2026-03-312026-05-14

ES EVERSOURCE ENERGY22.7K sharesnew addition2026-03-312026-05-14

ISCB ISHARES TR1.1K shares-67.91%2026-03-312026-05-14

IEMG ISHARES INC5.1K shares-82.53%2026-03-312026-05-14

HAUZ DBX ETF TR20.3K shares81.37%2026-03-312026-05-14

Sponsored

IVV ISHARES TR662 shares-42.38%2026-03-312026-05-14

IDEV ISHARES TR3.9K shares-80.09%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS11.0K sharesnew addition2026-03-312026-05-14

ITOT ISHARES TR975 sharesnew addition2026-03-312026-05-14

IAGG ISHARES TR10.4K sharesnew addition2026-03-312026-05-14

IBIT ISHARES BITCOIN TR11.2K sharesnew addition2026-03-312026-05-14

IJH ISHARES TR3.6K shares7.25%2026-03-312026-05-14

IJR ISHARES TR3.3K shares-34.64%2026-03-312026-05-14

Sponsored

AGG

ISHARES TR

New

Shares861.3K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

New

Shares633.4K

Event2026-03-31

Filed2026-05-14

AVSD

AMERICAN CENTY ETF TR

New

Shares310.6K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

New

Shares351.7K

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

11.69%

Shares77.2K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

New

Shares481.2K

Event2026-03-31

Filed2026-05-14

AVUS

AMERICAN CENTY ETF TR

New

Shares200.8K

Event2026-03-31

Filed2026-05-14

BBUS

J P MORGAN EXCHANGE-TRADED F

New

Shares161.1K

Event2026-03-31

Filed2026-05-14

AVSE

AMERICAN CENTY ETF TR

New

Shares240.9K

Event2026-03-31

Filed2026-05-14

HP INC

New

Shares16.0K

Event2026-03-31

Filed2026-05-14

BKLC

BNY MELLON ETF TRUST

538.13%

Shares114.2K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

New

Shares194.0K

Event2026-03-31

Filed2026-05-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares21.0K

Event2026-03-31

Filed2026-05-14

EMHC

SPDR SER TR

New

Shares30.3K

Event2026-03-31

Filed2026-05-14

INVESTMENT MANAGERS SER TR I

New

Shares68.2K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FD INC

359.59%

Shares90.0K

Event2026-03-31

Filed2026-05-14

EBND

SPDR SER TR

New

Shares41.3K

Event2026-03-31

Filed2026-05-14

CVIE

MORGAN STANLEY ETF TRUST

New

Shares66.1K

Event2026-03-31

Filed2026-05-14

EMXF

ISHARES TR

New

Shares26.5K

Event2026-03-31

Filed2026-05-14

EMB

ISHARES TR

New

Shares37.6K

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD WORLD FD

New

Shares21.2K

Event2026-03-31

Filed2026-05-14

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares19.3K

Event2026-03-31

Filed2026-05-14

CVSB

MORGAN STANLEY ETF TRUST

New

Shares50.7K

Event2026-03-31

Filed2026-05-14

CVLC

MORGAN STANLEY ETF TRUST

New

Shares55.6K

Event2026-03-31

Filed2026-05-14

HKND

HUMANKIND BENEFIT CORPORATIO

New

Shares19.9K

Event2026-03-31

Filed2026-05-14

HYD

VANECK VECTORS ETF TR

New

Shares16.0K

Event2026-03-31

Filed2026-05-14

HYMB

SPDR SER TR

52.61%

Shares15.8K

Event2026-03-31

Filed2026-05-14

HYLB

DBX ETF TR

New

Shares15.8K

Event2026-03-31

Filed2026-05-14

EVERSOURCE ENERGY

New

Shares22.7K

Event2026-03-31

Filed2026-05-14

ISCB

ISHARES TR

-67.91%

Shares1.1K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-82.53%

Shares5.1K

Event2026-03-31

Filed2026-05-14

HAUZ

DBX ETF TR

81.37%

Shares20.3K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-42.38%

Shares662

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

-80.09%

Shares3.9K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares11.0K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

New

Shares975

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

New

Shares10.4K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TR

New

Shares11.2K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

7.25%

Shares3.6K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-34.64%

Shares3.3K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available