Read this manager's filing book
Disclosed positions
Arnold Financial Planning LLC: source evidence dated 2026-07-15T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHX
- Class
- US LRG CAP ETF
- Reported value
- $16,291,586
- Reported amount
- 553,571
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000493Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $16,291,586 | 553,571 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $15,884,751 | 686,760 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $13,216,879 | 547,509 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $12,270,059 | 442,962 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $10,157,835 | 281,147 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $8,870,791 | 199,973 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $8,832,898 | 253,746 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $8,238,380 | 75,505 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $6,656,478 | 138,331 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $5,712,087 | 135,325 | SH | None |
| APPLE INC | AAPL | COM | $5,175,204 | 17,885 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $3,719,742 | 102,585 | SH | None |
| TESLA INC | TSLA | COM | $2,590,475 | 6,159 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $1,991,435 | 48,277 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,420,954 | 3,840 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $1,200,127 | 32,577 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $1,181,195 | 23,138 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $940,055 | 23,379 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $912,272 | 9,062 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $854,224 | 1,160 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $853,584 | 4,266 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $748,890 | 1,000 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $710,381 | 4,852 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $690,214 | 4,654 | SH | None |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $482,090 | 18,429 | SH | None |
| SPDR SERIES TRUST | XBI | ST STR SP BIOT | $430,124 | 2,718 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $424,223 | 5,954 | SH | None |
| SPDR SERIES TRUST | KRE | ST STR SP REGBNK | $397,977 | 5,317 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $319,413 | 1,444 | SH | None |
| META PLATFORMS INC | META | CL A | $295,727 | 525 | SH | None |
| AT&T INC | T | COM | $271,501 | 13,116 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $259,703 | 3,135 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $255,978 | 5,096 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $246,741 | 3,167 | SH | None |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $241,338 | 6,341 | SH | None |
| MICROSOFT CORP | MSFT | COM | $231,272 | 620 | SH | None |
| ISHARES TR | IBDU | IBONDS DEC 29 | $228,288 | 9,857 | SH | None |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $224,978 | 8,910 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $222,674 | 445 | SH | None |
| AMAZON COM INC | AMZN | COM | $220,226 | 924 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $217,349 | 5,895 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.