Institutions / Arnold Financial Planning LLC

Arnold Financial Planning LLC

CIK 2107020 · Institution · as of Dec 31, 2025
Portfolio value
$97.00M
Positions
24
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Schwab Strategic Tr—$13.19M564,20413.6%
Schwab Strategic Tr—$12.21M453,85012.6%
Schwab Strategic Tr—$10.57M433,66810.9%
Schwab Strategic Tr—$9.46M393,6339.8%
Dimensional ETF Trust—$8.04M203,1598.3%
SPDR Series Trust—$6.83M75,0737.0%
Schwab Strategic Tr—$6.77M237,7497.0%
Schwab Strategic Tr—$6.15M207,6096.3%
Dimensional ETF Trust—$5.87M138,0266.1%
Schwab Strategic Tr—$5.81M127,5756.0%
Schwab Strategic Tr—$2.85M86,9582.9%
Dimensional ETF Trust—$1.90M49,9762.0%
Vanguard Index Fds—$1.35M4,0251.4%
Dimensional ETF Trust—$1.06M32,5081.1%
Apple Inc.—$1.02M3,7341.0%
Dimensional ETF Trust—$862.6K26,4850.9%
iShares Tr—$638.5K5,3130.7%
NVIDIA Corp—$600.5K3,2200.6%
Dimensional ETF Trust—$425.5K18,5810.4%
iShares Tr—$395.2K4,1150.4%
iShares Tr—$313.9K3,1270.3%
Vanguard Malvern Fds—$251.9K5,0940.3%
Meta Platforms Inc—$229.1K3470.2%
Schwab Strategic Tr—$200.0K6,3480.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.