SEC Form 13F

Strategic Financial Planning, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$191,566,170
Positions41

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$24,366,893841,398
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$21,872,277605,509
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$18,812,924315,363
SPDR INDEX SHS FDSSPDWPORTFOLIO DEVLPD$17,744,357352,236
SPDR SERIES TRUSTSPSMPORTFOLIO SM ETF$12,516,234217,032
VANGUARD INTL EQUITY INDEX FVSSFTSE SMCAP ETF$12,033,88478,172
SCHWAB STRATEGIC TRSCHHUS REIT ETF$11,816,753499,423
SCHWAB STRATEGIC TRSCHCINTL SCEQT ETF$7,719,397160,420
SCHWAB STRATEGIC TRSCYBHIGH YIELD BD ET$6,136,666234,403
VANGUARD INDEX FDSVTITOTAL STK MKT$5,892,10415,925

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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