0001214659-23-014731.txt : 20231109 0001214659-23-014731.hdr.sgml : 20231109 20231109131356 ACCESSION NUMBER: 0001214659-23-014731 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 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: 231391505 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 09-30-2023 09-30-2023 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 11-08-2023 0 30 108575731 INFORMATION TABLE 2 infotable.xml SCHWAB STRATEGIC TR US REIT ETF 808524847 6270077 353244 SH SOLE 0 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 10427284 336256 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 13087109 315961 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 15696001 314865 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9780660 249443 SH SOLE 0 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 5054007 225424 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 4886518 151520 SH SOLE 0 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3304400 138028 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3741205 110165 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 3564384 96596 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3592276 92275 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 6628966 62420 SH SOLE 0 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2746051 57413 SH SOLE 0 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1703007 38953 SH SOLE 0 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 1884227 35897 SH SOLE 0 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1367237 28729 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1694374 25035 SH SOLE 0 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3097487 21611 SH SOLE 0 0 0 ISHARES INC JP MORGAN EM ETF 464286517 743918 21359 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1042404 20646 SH SOLE 0 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1380211 19779 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 847781 14330 SH SOLE 0 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1047638 13847 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2910752 13703 SH SOLE 0 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 349666 10416 SH SOLE 0 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 248981 5686 SH SOLE 0 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 272607 5555 SH SOLE 0 0 0 ISHARES TR CORE S&P SCP ETF 464287804 510217 5409 SH SOLE 0 0 0 ISHARES TR CORE S&P500 ETF 464287200 493209 1149 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 203077 975 SH SOLE 0 0 0