0001214659-23-002503.txt : 20230214 0001214659-23-002503.hdr.sgml : 20230214 20230214172358 ACCESSION NUMBER: 0001214659-23-002503 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23631849 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 X0202 13F-HR LIVE false false false 0001802277 XXXXXXXX 12-31-2022 12-31-2022 false Strategic Financial Planning, Inc.

6513 PRESTON RD. SUITE 100 PLANO TX 75024

13F HOLDINGS REPORT 028-19920 000118450 N David Tenerelli 972-403-1234-3 /s/ David Tenerelli Plano TX 02-13-2023 0 31 103226884 INFORMATION TABLE 2 infotable.xml SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 14304530 319226 SH SOLE 0 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 9405333 316785 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 5904969 306116 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11905599 293893 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8734120 224067 SH SOLE 0 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 4635527 207499 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5012886 159291 SH SOLE 0 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3448669 145698 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3904564 121222 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 3629472 98173 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3527379 85326 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5865557 57052 SH SOLE 0 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2610990 55050 SH SOLE 0 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1730344 41228 SH SOLE 0 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 1758627 37188 SH SOLE 0 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1448961 31027 SH SOLE 0 0 0 ISHARES INC JP MORGAN EM ETF 464286517 822290 23690 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1224022 23634 SH SOLE 0 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1671882 23272 SH SOLE 0 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2993718 22533 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1435269 21876 SH SOLE 0 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1219951 14791 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 878760 14411 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2688960 14064 SH SOLE 0 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 434771 13191 SH SOLE 0 0 0 SPDR SER TR NUVEEN BBG BRCLY 78464A284 299745 6121 SH SOLE 0 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 254464 5987 SH SOLE 0 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 298657 5908 SH SOLE 0 0 0 ISHARES TR CORE S&P SCP ETF 464287804 511894 5409 SH SOLE 0 0 0 ISHARES TR NATIONAL MUN ETF 464288414 223702 2120 SH SOLE 0 0 0 ISHARES TR CORE S&P500 ETF 464287200 441272 1149 SH SOLE 0 0 0