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Arnold Financial Planning Llc

Portfolio Manager
Arnold Financial Planning LLC
Performance
+0.15% (2026 Q1)
AUM (13F)
$107.03M
# of Holdings
26
Performance Rank
Allocation (Top 20)
98.66%

Arnold Financial Planning Llc Holdings Map

Top 26 Arnold Financial Planning Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHZ
SCHWAB STRATEGIC TR
13.86%638.8K$14.8M
+13.22%(+74.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 564.2K shares2026-Q1: 638.8K shares
$23.41(-1.35%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
12.66%528.5K$13.6M
+16.45%(+74.66K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 453.9K shares2026-Q1: 528.5K shares
$26.58(+7.24%)
2026-03-31
SCHO
SCHWAB STRATEGIC TR
11.75%518.0K$12.6M
+19.44%(+84.28K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 433.7K shares2026-Q1: 518.0K shares
$24.37(-0.88%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
9.94%429.9K$10.6M
+9.23%(+36.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 393.6K shares2026-Q1: 429.9K shares
$23.72(+12.34%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
7.4%272.2K$7.9M
+14.49%(+34.46K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 237.7K shares2026-Q1: 272.2K shares
$28.26(+17.28%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
7.34%202.3K$7.9M
-0.45%(-905)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 203.2K shares2026-Q1: 202.3K shares
$39.08(+9.24%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
6.82%239.4K$7.3M
+15.31%(+31.79K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 207.6K shares2026-Q1: 239.4K shares
$29.45(+10.52%)
2026-03-31
SLYV
SPDR SERIES TRUST
6.56%74.3K$7.0M
-1.09%(-816)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 75.1K shares2026-Q1: 74.3K shares
$89.81(+14.96%)
2026-03-31
SCHC
SCHWAB STRATEGIC TR
5.88%134.7K$6.3M
+5.58%(+7.12K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 127.6K shares2026-Q1: 134.7K shares
$45.55(+10.29%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
5.29%134.0K$5.7M
-2.92%(-4.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 138.0K shares2026-Q1: 134.0K shares
$42.66(-0.96%)
2026-03-31

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