Arnold Financial Planning LLC
CIK: 0002107020SEC EDGAR →
Portfolio Value
$97.0B
Holdings
24
As of
Q4 2025
New Positions
24
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 564,204 | $13.2M | 0.01% |
| 2 | SCHWAB STRATEGIC TR | 453,850 | $12.2M | 0.01% |
| 3 | SCHWAB STRATEGIC TR | 433,668 | $10.6M | 0.01% |
| 4 | SCHWAB STRATEGIC TR | 393,633 | $9.5M | 0.01% |
| 5 | DIMENSIONAL ETF TRUST | 203,159 | $8.0M | 0.01% |
| 6 | SPDR SERIES TRUST | 75,073 | $6.8M | 0.01% |
| 7 | SCHWAB STRATEGIC TR | 237,749 | $6.8M | 0.01% |
| 8 | SCHWAB STRATEGIC TR | 207,609 | $6.1M | 0.01% |
| 9 | DIMENSIONAL ETF TRUST | 138,026 | $5.9M | 0.01% |
| 10 | SCHWAB STRATEGIC TR | 127,575 | $5.8M | 0.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $95.1M | 98.1% |
| Technology | 2 | $1.6M | 1.7% |
| Communication Services | 1 | $229K | 0.2% |