Top 26 Arnold Financial Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 13.86% | 638.8K | $14.8M | +13.22%(+74.60K) | $23.41(-1.35%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 12.66% | 528.5K | $13.6M | +16.45%(+74.66K) | $26.58(+7.24%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 11.75% | 518.0K | $12.6M | +19.44%(+84.28K) | $24.37(-0.88%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 9.94% | 429.9K | $10.6M | +9.23%(+36.31K) | $23.72(+12.34%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 7.4% | 272.2K | $7.9M | +14.49%(+34.46K) | $28.26(+17.28%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.34% | 202.3K | $7.9M | -0.45%(-905) | $39.08(+9.24%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 6.82% | 239.4K | $7.3M | +15.31%(+31.79K) | $29.45(+10.52%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 6.56% | 74.3K | $7.0M | -1.09%(-816) | $89.81(+14.96%) | 2026-03-31 | |
| SCHC | SCHWAB STRATEGIC TR | 5.88% | 134.7K | $6.3M | +5.58%(+7.12K) | $45.55(+10.29%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.29% | 134.0K | $5.7M | -2.92%(-4.02K) | $42.66(-0.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.03% | +3.12% |
| Top 20 Holdings Unweighted | +1.03% | +3.13% |
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