SEC Form 13F

Arnold Financial Planning LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$134,090,098
Positions41

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$16,291,586553,571
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$15,884,751686,760
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$13,216,879547,509
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$12,270,059442,962
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$10,157,835281,147
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$8,870,791199,973
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$8,832,898253,746
SPDR SERIES TRUSTSLYVST STR SP600SM C$8,238,38075,505
SCHWAB STRATEGIC TRSCHCINTL SCEQT ETF$6,656,478138,331
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$5,712,087135,325

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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