Strategic Financial Planning, Inc.
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$170.9M
Holdings
42
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Held since at least Q1 2024
13.0%
02
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
11.1%
03
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (13.0k shares)
10.6%
04
$AVSD
AMERICAN CENTY ETF TR
Held since at least Q1 2024
10.1%
05
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
9.6%
06
$BNDX
VANGUARD CHARLOTTE FDS
Q3 2025: Sold 0.7% (66.6k → 66.1k shares)
6.8%
07
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
6.2%
08
$AVUS
AMERICAN CENTY ETF TR
Held since at least Q1 2024
5.8%
09
$BBUS
J P MORGAN EXCHANGE-TRADED F
Held since at least Q1 2024
4.5%
10
$AVSE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:17 UTC.