Holdings of Arnold Financial Planning LLC
24 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 88.6 % of the equity sleeve
Sector breakdown
- Technology 1.8 %
- Funds 1.2 %
- Communication 0.3 %
- Unattributed 96.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 24 | 105.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Schwab U.S. Aggregate Bond ETF | 638,805 | 14.8M $ | |
| 2 | Schwab U.S. Large-Cap ETF | 528,506 | 13.6M $ | |
| 3 | Schwab Short-Term U.S. Treasury ETF | 517,952 | 12.6M $ | |
| 4 | Schwab International Equity ETF | 429,946 | 10.6M $ | |
| 5 | Schwab U.S. Small-Cap ETF | 272,209 | 7.9M $ | |
| 6 | Dimensional ETF Trust | 202,254 | 7.9M $ | |
| 7 | Schwab Strategic Trust | 239,403 | 7.3M $ | |
| 8 | SPDR SERIES TRUST | 74,257 | 7M $ | |
| 9 | Schwab International Small-Cap Equity ETF | 134,690 | 6.3M $ | |
| 10 | Dimensional ETF Trust | 134,002 | 5.7M $ | |
| 11 | Schwab Emerging Markets Equity ETF | 98,740 | 3.3M $ | |
| 12 | Dimensional ETF Trust | 49,649 | 1.9M $ | |
| 13 | Apple Inc | 5,153 | 1.3M $ | |
| 14 | Vanguard Total Stock Market ETF | 3,824 | 1.2M $ | |
| 15 | Dimensional ETF Trust | 25,356 | 858.6K $ | |
| 16 | iShares Trust | 6,696 | 674K $ | |
| 17 | iShares Core S&P Small-Cap ETF | 4,654 | 578.5K $ | |
| 18 | NVIDIA Corp | 3,220 | 561.6K $ | |
| 19 | Dimensional ETF Trust | 19,228 | 454.7K $ | |
| 20 | Meta Platforms Inc | 467 | 267.2K $ | |
| 21 | Vanguard Malvern Funds | 5,094 | 254.4K $ | |
| 22 | iShares iBonds Dec 2027 Term C | 10,003 | 242.5K $ | |
| 23 | iShares iBonds Dec 2029 Term C | 9,857 | 229.3K $ | |
| 24 | iShares iBonds Dec 2028 Term C | 8,910 | 225.7K $ |