Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. latest Q1_2021 13F filings reported $134,082,000 in market value on this 2021-05-07 report date . The portfolio quarterly return is 17.50%. This fund has 31 securities concentrations of 100% weights.
Strategic Financial Planning, Inc. largest holding is Vanguard Emerging Markets Stock Index Fund ETF with weight of 7.28% and $9,764,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|