Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strategic Financial Planning, Inc. (CIK 1802277) reported $170.9M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($21.6M, 12.65%), AVDE ($18.4M, 10.78%), AVSD ($16.8M, 9.82%), AVEM ($16.1M, 9.39%), BNDX ($11.2M, 6.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $21.6M | 12.65% | 861,289 | New |
| 2 | AVDE | AMERICAN CENTY ETF TR | $18.4M | 10.78% | 633,360 | New |
| 3 | AVSD | AMERICAN CENTY ETF TR | $16.8M | 9.82% | 310,632 | New |
| 4 | AVEM | AMERICAN CENTY ETF TR | $16.1M | 9.39% | 351,728 | New |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $11.2M | 6.58% | 77,210 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $10.3M | 6.05% | 481,154 | New |
| 7 | AVUS | AMERICAN CENTY ETF TR | $9.7M | 5.68% | 200,814 | New |
| 8 | BBUS | J P MORGAN EXCHANGE-TRADED F | $7.5M | 4.40% | 161,077 | New |
| 9 | AVSE | AMERICAN CENTY ETF TR | $6.3M | 3.66% | 240,897 | New |
| 10 | HPQ | HP INC | $5.1M | 3.00% | 15,987 | New |
| 11 | BKLC | BNY MELLON ETF TRUST | $5.1M | 2.98% | 114,206 | Added |
| 12 | AVUV | AMERICAN CENTY ETF TR | $4.8M | 2.81% | 193,975 | New |
| 13 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $4.3M | 2.53% | 20,979 | New |
| 14 | EMHC | SPDR SER TR | $3.8M | 2.21% | 30,259 | New |
| 15 | CHGX1 | INVESTMENT MANAGERS SER TR I | $3.3M | 1.92% | 68,186 | New |
| 16 | BND | VANGUARD BD INDEX FD INC | $3.0M | 1.74% | 90,043 | Added |
| 17 | EBND | SPDR SER TR | $2.6M | 1.55% | 41,315 | New |
| 18 | CVIE | MORGAN STANLEY ETF TRUST | $2.0M | 1.20% | 66,143 | New |
| 19 | EMXF | ISHARES TR | $1.8M | 1.08% | 26,493 | New |
| 20 | EMB | ISHARES TR | $1.8M | 1.03% | 37,650 | New |
| 21 | ESGV | VANGUARD WORLD FD | $1.7M | 0.98% | 21,237 | New |
| 22 | HPE | HEWLETT PACKARD ENTERPRISE C | $1.6M | 0.95% | 19,343 | New |
| 23 | CVSB | MORGAN STANLEY ETF TRUST | $1.3M | 0.79% | 50,704 | New |
| 24 | CVLC | MORGAN STANLEY ETF TRUST | $1.3M | 0.76% | 55,578 | New |
| 25 | HYD | VANECK VECTORS ETF TR | $1.2M | 0.69% | 15,963 | New |
Source: SEC Form 13F filings · as of 2026-03-31