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Strategic Financial Planning, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Strategic Financial Planning, Inc.

报告期 2026-03-31 · CIK 0001802277

持仓数

40

前50大市值合计

$170.9M

报告期

2026-03-31

当前持仓调仓

前 40 大持仓

标的

类型

市值

股数

占比*

AGG ISHARES TR

CORE US AGGBD ET

$21.6M

861,289

12.6%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$18.4M

633,360

10.8%

AVSD AMERICAN CENTY ETF TR

US EQT ETF

$16.8M

310,632

9.8%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$16.1M

351,728

9.4%

BNDX VANGUARD CHARLOTTE FDS

INTL BD IDX ETF

$11.2M

77,210

6.6%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$10.3M

481,154

6.0%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$9.7M

200,814

5.7%

BBUS J P MORGAN EXCHANGE-TRADED F

BETABUILDRS US

$7.5M

161,077

4.4%

AVSE AMERICAN CENTY ETF TR

AVANTIS RESPONSI

$6.3M

240,897

3.7%

HPQ HP INC

COM

$5.1M

15,987

3.0%

BKLC BNY MELLON ETF TRUST

US LRG CP CORE

$5.1M

114,206

3.0%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$4.8M

193,975

2.8%

FBTC FIDELITY WISE ORIGIN BITCOIN

SHS

$4.3M

20,979

2.5%

EMHC SPDR SER TR

BLOOMBERG EMG MK

$3.8M

30,259

2.2%

— INVESTMENT MANAGERS SER TR I

AXS CHANGE FINAN

$3.3M

68,186

1.9%

BND VANGUARD BD INDEX FD INC

TOTAL BND MRKT

$3.0M

90,043

1.7%

EBND SPDR SER TR

BLOOMBERG EMERGI

$2.6M

41,315

1.5%

CVIE MORGAN STANLEY ETF TRUST

CALVERT INTERNAT

$2.0M

66,143

1.2%

EMXF ISHARES TR

ESGADVNCDMSCI EM

$1.8M

26,493

1.1%

EMB ISHARES TR

JPMORGAN USD EMG

$1.8M

37,650

1.0%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$1.7M

21,237

1.0%

HPE HEWLETT PACKARD ENTERPRISE C

COM

$1.6M

19,343

0.9%

CVSB MORGAN STANLEY ETF TRUST

CALVERT ULT SHR

$1.3M

50,704

0.8%

CVLC MORGAN STANLEY ETF TRUST

CALVERT US LARCP

$1.3M

55,578

0.8%

— HUMANKIND BENEFIT CORPORATIO

HUMANKIND US STK

$1.2M

19,943

0.7%

HYD VANECK VECTORS ETF TR

HIGH YLD MUN ETF

$1.2M

15,963

0.7%

HYMB SPDR SER TR

NUVEEN BBG BRCLY

$1.0M

15,798

0.6%

HYLB DBX ETF TR

XTRACK USD HIGH

$936.8K

15,828

0.5%

ES EVERSOURCE ENERGY

COM

$925.9K

22,670

0.5%

ISCB ISHARES TR

MRGSTR SM CP ETF

$750.2K

1,149

0.4%

IEMG ISHARES INC

CORE MSCI EMKT

$634.8K

5,107

0.4%

HAUZ DBX ETF TR

XTRACK INTL REAL

$418.4K

20,272

0.2%

IVV ISHARES TR

CORE S&P500 ETF

$395.6K

662

0.2%

IDEV ISHARES TR

CORE MSCI INTL

$342.7K

3,864

0.2%

IBM INTERNATIONAL BUSINESS MACHS

COM

$281.5K

10,988

0.2%

ITOT ISHARES TR

CORE S&P TTL STK

$280.1K

975

0.2%

IAGG ISHARES TR

CORE INTL AGGR

$256.9K

10,360

0.2%

IBIT ISHARES BITCOIN TR

SHS

$252.5K

11,176

0.1%

IJH ISHARES TR

CORE S&P MCP ETF

$233.0K

3,580

0.1%

IJR ISHARES TR

CORE S&P SCP ETF

$225.4K

3,338

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

55%前 6 大占比

AGG12.6%AVDE10.8%AVSD9.8%AVEM9.4%BNDX6.6%AVDV6.0%