Arnold Financial Planning LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$97.0M
Holdings
24
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHZSCHWAB STRATEGIC TR | 564,204 | $13.2M | 13.59% | |
| 2 | SCHXSCHWAB STRATEGIC TR | 453,850 | $12.2M | 12.59% | |
| 3 | SCHOSCHWAB STRATEGIC TR | 433,668 | $10.6M | 10.89% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 393,633 | $9.5M | 9.75% | |
| 5 | DFACDIMENSIONAL ETF TRUST | 203,159 | $8.0M | 8.29% | |
| 6 | SLYVSPDR SERIES TRUST | 75,073 | $6.8M | 7.04% | |
| 7 | SCHASCHWAB STRATEGIC TR | 237,749 | $6.8M | 6.98% | |
| 8 | SCHVSCHWAB STRATEGIC TR | 207,609 | $6.1M | 6.34% | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 138,026 | $5.9M | 6.06% | |
| 10 | SCHCSCHWAB STRATEGIC TR | 127,575 | $5.8M | 5.99% | |
| 11 | SCHESCHWAB STRATEGIC TR | 86,958 | $2.8M | 2.94% | |
| 12 | DFAIDIMENSIONAL ETF TRUST | 49,976 | $1.9M | 1.96% | |
| 13 | VTIVANGUARD INDEX FDS | 4,025 | $1.3M | 1.39% | |
| 14 | DFAXDIMENSIONAL ETF TRUST | 32,508 | $1.1M | 1.10% | |
| 15 | AAPLAPPLE INC | 3,734 | $1.0M | 1.05% | |
| 16 | DFAEDIMENSIONAL ETF TRUST | 26,485 | $862K | 0.89% | |
| 17 | IJRISHARES TR | 5,313 | $638K | 0.66% | |
| 18 | NVDANVIDIA CORPORATION | 3,220 | $600K | 0.62% | |
| 19 | DFARDIMENSIONAL ETF TRUST | 18,581 | $425K | 0.44% | |
| 20 | EFAISHARES TR | 4,115 | $395K | 0.41% | |
| 21 | SGOVISHARES TR | 3,127 | $313K | 0.32% | |
| 22 | VTIPVANGUARD MALVERN FDS | 5,094 | $251K | 0.26% | |
| 23 | METAMETA PLATFORMS INC | 347 | $229K | 0.24% | |
| 24 | FNDASCHWAB STRATEGIC TR | 6,348 | $200K | 0.21% |