Arnold Financial Planning LLC
CIK 2107020 · Holdings on Dec 31, 2025 · First reported Jan 27, 2026
Top ten holdings
Q4 2025- SCHZ13.59%
- SCHX12.59%
- SCHO10.90%
- SCHF9.76%
- DFAC8.29%
- SLYV7.04%
- SCHA6.98%
- SCHV6.34%
- DFCF6.06%
- SCHC5.99%
Share classes counted separately87.54%
Portfolio value by quarter
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $13.19M | 13.59% | 564.20K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $12.21M | 12.59% | 453.85K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHOSCHWAB SHORT-TERM US TREASSHT TM US TRES View history and evidence | $10.57M | 10.90% | 433.67K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $9.46M | 9.76% | 393.63K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $8.04M | 8.29% | 203.16K shares | Prior unavailable — | — | ↗▾ |
| 06 | SLYVSS SPDR S&P 600 SC VAL ETFSTATE STREET SPD View history and evidence | $6.83M | 7.04% | 75.07K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $6.77M | 6.98% | 237.75K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $6.15M | 6.34% | 207.61K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $5.87M | 6.06% | 138.03K shares | Prior unavailable — | — | ↗▾ |
| 10 | SCHCSCHWAB INTL SMALL-CAP EQUITYINTL SCEQT ETF View history and evidence | $5.81M | 5.99% | 127.58K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2107020 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 97001881
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.