Universe · entity
Strategic Financial Planning, Inc.
Institutional manager (13F) · CIK 1802277
13F holdings · as of 2026-03-31 · top 40 · reported portfolio $171M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $22M | 861,289 |
| 2 | AMERICAN CENTY ETF TR | $18M | 633,360 |
| 3 | AMERICAN CENTY ETF TR | $17M | 310,632 |
| 4 | AMERICAN CENTY ETF TR | $16M | 351,728 |
| 5 | VANGUARD CHARLOTTE FDS | $11M | 77,210 |
| 6 | AMERICAN CENTY ETF TR | $10M | 481,154 |
| 7 | AMERICAN CENTY ETF TR | $10M | 200,814 |
| 8 | J P MORGAN EXCHANGE-TRADED F | $8M | 161,077 |
| 9 | AMERICAN CENTY ETF TR | $6M | 240,897 |
| 10 | HP INC | $5M | 15,987 |
| 11 | BNY MELLON ETF TRUST | $5M | 114,206 |
| 12 | AMERICAN CENTY ETF TR | $5M | 193,975 |
| 13 | FIDELITY WISE ORIGIN BITCOIN | $4M | 20,979 |
| 14 | SPDR SER TR | $4M | 30,259 |
| 15 | INVESTMENT MANAGERS SER TR I | $3M | 68,186 |
| 16 | VANGUARD BD INDEX FD INC | $3M | 90,043 |
| 17 | SPDR SER TR | $3M | 41,315 |
| 18 | MORGAN STANLEY ETF TRUST | $2M | 66,143 |
| 19 | ISHARES TR | $2M | 26,493 |
| 20 | ISHARES TR | $2M | 37,650 |
| 21 | VANGUARD WORLD FD | $2M | 21,237 |
| 22 | HEWLETT PACKARD ENTERPRISE C | $2M | 19,343 |
| 23 | MORGAN STANLEY ETF TRUST | $1M | 50,704 |
| 24 | MORGAN STANLEY ETF TRUST | $1M | 55,578 |
| 25 | HUMANKIND BENEFIT CORPORATIO | $1M | 19,943 |
| 26 | VANECK VECTORS ETF TR | $1M | 15,963 |
| 27 | SPDR SER TR | $1M | 15,798 |
| 28 | DBX ETF TR | $937k | 15,828 |
| 29 | EVERSOURCE ENERGY | $926k | 22,670 |
| 30 | ISHARES TR | $750k | 1,149 |
| 31 | ISHARES INC | $635k | 5,107 |
| 32 | DBX ETF TR | $418k | 20,272 |
| 33 | ISHARES TR | $396k | 662 |
| 34 | ISHARES TR | $343k | 3,864 |
| 35 | INTERNATIONAL BUSINESS MACHS | $282k | 10,988 |
| 36 | ISHARES TR | $280k | 975 |
| 37 | ISHARES TR | $257k | 10,360 |
| 38 | ISHARES BITCOIN TR | $253k | 11,176 |
| 39 | ISHARES TR | $233k | 3,580 |
| 40 | ISHARES TR | $225k | 3,338 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.