Arnold Financial Planning LLC: 13F holdings
CIK 21070202026Q2
| Positions | 41 |
|---|
| Reported value | $134.1m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 41 (+15 vs prior quarter) |
|---|
| Reported value | $134.1m (+25.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 553,571 | $16.3m | 12.1% |
| SCHZ SCHWAB STRATEGIC TR | 686,760 | $15.9m | 11.8% |
| SCHO SCHWAB STRATEGIC TR | 547,509 | $13.2m | 9.9% |
| SCHF SCHWAB STRATEGIC TR | 442,962 | $12.3m | 9.2% |
| SCHA SCHWAB STRATEGIC TR | 281,147 | $10.2m | 7.6% |
| DIMENSIONAL ETF TRUST | 199,973 | $8.9m | 6.6% |
| SCHV SCHWAB STRATEGIC TR | 253,746 | $8.8m | 6.6% |
| SLYV SPDR SERIES TRUST | 75,505 | $8.2m | 6.1% |
| SCHC SCHWAB STRATEGIC TR | 138,331 | $6.7m | 5.0% |
| DFCF DIMENSIONAL ETF TRUST | 135,325 | $5.7m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107020")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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