0001214659-21-001552.txt : 20210211 0001214659-21-001552.hdr.sgml : 20210211 20210211160404 ACCESSION NUMBER: 0001214659-21-001552 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Financial Planning, Inc. CENTRAL INDEX KEY: 0001802277 IRS NUMBER: 752839931 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19920 FILM NUMBER: 21619575 BUSINESS ADDRESS: STREET 1: 6513 PRESTON RD. STREET 2: SUITE 100 CITY: PLANO STATE: TX ZIP: 75024 BUSINESS PHONE: 972-403-1234 MAIL ADDRESS: STREET 1: 6513 PRESTON RD. SUITE 100 CITY: PLANO STATE: TX ZIP: 75024 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802277 XXXXXXXX 12-31-2020 12-31-2020 false Strategic Financial Planning, Inc.

6513 PRESTON RD. SUITE 100 PLANO TX 75024

13F HOLDINGS REPORT 028-19920 N Bryan Lee 972-403-1234-1 /s/ Bryan Lee Plano TX 02-10-2021 0 32 114115 INFORMATION TABLE 2 infotable.xml SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 10889 322630 SH SOLE 0 0 322630 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 6799 221834 SH SOLE 0 0 221834 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 16313 179284 SH SOLE 0 0 179284 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 14530 163261 SH SOLE 0 0 163261 SCHWAB STRATEGIC TR US REIT ETF 808524847 6184 162862 SH SOLE 0 0 162862 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8140 162437 SH SOLE 0 0 162437 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5614 149100 SH SOLE 0 0 149100 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4504 125089 SH SOLE 0 0 125089 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 3742 104520 SH SOLE 0 0 104520 DBX ETF TR XTRACK USD HIGH 233051432 4823 96283 SH SOLE 0 0 96283 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3773 69468 SH SOLE 0 0 69468 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 6176 50693 SH SOLE 0 0 50693 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2908 49662 SH SOLE 0 0 49662 SPDR SER TR PORTFOLI S&P1500 78464A805 1708 37053 SH SOLE 0 0 37053 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1814 26605 SH SOLE 0 0 26605 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1455 23437 SH SOLE 0 0 23437 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3850 23381 SH SOLE 0 0 23381 ISHARES INC JP MORGAN EM ETF 464286517 926 20456 SH SOLE 0 0 20456 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1395 15817 SH SOLE 0 0 15817 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2804 14408 SH SOLE 0 0 14408 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 1084 13166 SH SOLE 0 0 13166 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 528 11186 SH SOLE 0 0 11186 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 855 10067 SH SOLE 0 0 10067 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 589 9563 SH SOLE 0 0 9563 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 327 5832 SH SOLE 0 0 5832 ISHARES TR CORE S&P SCP ETF 464287804 513 5579 SH SOLE 0 0 5579 SPDR SER TR PORTFOLIO S&P400 78464A847 213 5279 SH SOLE 0 0 5279 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 216 5114 SH SOLE 0 0 5114 ISHARES TR NATIONAL MUN ETF 464288414 445 3795 SH SOLE 0 0 3795 ISHARES TR SHRT NAT MUN ETF 464288158 334 3090 SH SOLE 0 0 3090 ISHARES TR CORE S&P500 ETF 464287200 431 1149 SH SOLE 0 0 1149 SALESFORCE COM INC COM 79466L302 233 1049 SH SOLE 0 0 1049