0001214659-20-006831.txt : 20200807 0001214659-20-006831.hdr.sgml : 20200807 20200807115245 ACCESSION NUMBER: 0001214659-20-006831 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200807 DATE AS OF CHANGE: 20200807 EFFECTIVENESS DATE: 20200807 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: 201084499 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 06-30-2020 06-30-2020 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 08-06-2020 0 29 89821 INFORMATION TABLE 2 infotable.xml SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 13232 180097 SH SOLE 0 0 180097 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10937 167381 SH SOLE 0 0 167381 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 8331 301620 SH SOLE 0 0 301620 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6252 157830 SH SOLE 0 0 157830 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5483 225166 SH SOLE 0 0 225166 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4772 49393 SH SOLE 0 0 49393 SCHWAB STRATEGIC TR US REIT ETF 808524847 4606 130771 SH SOLE 0 0 130771 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4355 147293 SH SOLE 0 0 147293 DBX ETF TR XTRACK USD HIGH 233051432 4012 85827 SH SOLE 0 0 85827 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3674 123487 SH SOLE 0 0 123487 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2980 63864 SH SOLE 0 0 63864 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 2857 107513 SH SOLE 0 0 107513 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2789 23568 SH SOLE 0 0 23568 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2637 45670 SH SOLE 0 0 45670 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2316 14797 SH SOLE 0 0 14797 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1499 16969 SH SOLE 0 0 16969 SPDR SER TR PORTFOLI S&P1500 78464A805 1401 37076 SH SOLE 0 0 37076 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1364 25914 SH SOLE 0 0 25914 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1360 22656 SH SOLE 0 0 22656 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 937 12051 SH SOLE 0 0 12051 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 784 9987 SH SOLE 0 0 9987 ISHARES INC JP MORGAN EM ETF 464286517 769 18845 SH SOLE 0 0 18845 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 434 11192 SH SOLE 0 0 11192 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 395 6671 SH SOLE 0 0 6671 ISHARES TR CORE S&P SCP ETF 464287804 390 5718 SH SOLE 0 0 5718 ISHARES TR CORE S&P500 ETF 464287200 361 1165 SH SOLE 0 0 1165 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 328 5834 SH SOLE 0 0 5834 ISHARES TR NATIONAL MUN ETF 464288414 292 2532 SH SOLE 0 0 2532 ISHARES TR SHRT NAT MUN ETF 464288158 274 2543 SH SOLE 0 0 2543