AFP
Arnold Financial Planning Portfolio holdings
AUM
$107M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$107M
AUM Growth
+$10M
(+10%)
Holding
27
Top Buys
| 1 | +$2.05M | |
| 2 | +$2M | |
| 3 | +$1.75M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.03M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$991K |
Top Sells
| 1 | +$395K | |
| 2 | +$172K | |
| 3 | +$83.7K | |
| 4 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$78.9K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$67.4K |
Sector Composition
| 1 | Technology | 1.75% |
| 2 | Communication Services | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab Fundamental US Small Company Index ETF
FNDA
$8.79B
| $206K | 0.19% |
6,341
-7
|
|
||
27
iShares MSCI EAFE ETF
EFA
$76.9B
| – | – |
-4,115
|
|