0001214659-22-009536.txt : 20220803 0001214659-22-009536.hdr.sgml : 20220803 20220802175739 ACCESSION NUMBER: 0001214659-22-009536 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220803 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: 221130195 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 06-30-2022 06-30-2022 false Strategic Financial Planning, Inc.

6513 PRESTON RD. SUITE 100 PLANO TX 75024

13F HOLDINGS REPORT 028-19920 N David Tenerelli 972-403-1234-3 /s/ David Tenerelli Plano TX 08-01-2022 0 31 103887 INFORMATION TABLE 2 infotable.xml SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 9571 331874 SH SOLE 0 0 331874 SCHWAB STRATEGIC TR US REIT ETF 808524847 6587 312347 SH SOLE 0 0 312347 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 13670 309355 SH SOLE 0 0 309355 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11561 296524 SH SOLE 0 0 296524 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5529 217861 SH SOLE 0 0 217861 SPDR SER TR PORTFLI HIGH YLD 78468R606 4665 207809 SH SOLE 0 0 207809 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8241 197874 SH SOLE 0 0 197874 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4683 149962 SH SOLE 0 0 149962 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3510 111619 SH SOLE 0 0 111619 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 3691 102596 SH SOLE 0 0 102596 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3504 79146 SH SOLE 0 0 79146 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2902 58585 SH SOLE 0 0 58585 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5845 56634 SH SOLE 0 0 56634 SPDR SER TR PORTFOLI S&P1500 78464A805 1839 39560 SH SOLE 0 0 39560 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1094 26818 SH SOLE 0 0 26818 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1473 26393 SH SOLE 0 0 26393 ISHARES INC JP MORGAN EM ETF 464286517 828 24231 SH SOLE 0 0 24231 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1477 23549 SH SOLE 0 0 23549 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1764 23437 SH SOLE 0 0 23437 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3008 22943 SH SOLE 0 0 22943 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3404 18047 SH SOLE 0 0 18047 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 901 14691 SH SOLE 0 0 14691 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 482 13877 SH SOLE 0 0 13877 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 592 10995 SH SOLE 0 0 10995 ISHARES TR CORE MSCI INTL 46435G326 564 10502 SH SOLE 0 0 10502 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 752 8250 SH SOLE 0 0 8250 ISHARES TR CRE U S REIT ETF 464288521 353 6603 SH SOLE 0 0 6603 ISHARES TR CORE S&P SCP ETF 464287804 507 5489 SH SOLE 0 0 5489 ISHARES INC CORE MSCI EMKT 46434G103 245 4990 SH SOLE 0 0 4990 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 210 4199 SH SOLE 0 0 4199 ISHARES TR CORE S&P500 ETF 464287200 435 1149 SH SOLE 0 0 1149