Institutional Fund
Arnold Financial Planning LLC
Hiawatha, IACIK 21070202 filings on record
Portfolio Value
$107.03M
Q1 2026
Holdings
26
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+10.3%
from $97.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr13.9%
- Schwab Strategic Tr12.7%
- Schwab Strategic Tr11.7%
- Schwab Strategic Tr9.9%
- Schwab Strategic Tr7.4%
- Dimensional ETF Trust7.3%
- Other37.1%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 638.8K | $14.83M | 13.9% | +74.6K | Added |
| 2 | Schwab Strategic Tr | 528.5K | $13.55M | 12.7% | +74.7K | Added |
| 3 | Schwab Strategic Tr | 518.0K | $12.57M | 11.7% | +84.3K | Added |
| 4 | Schwab Strategic Tr | 429.9K | $10.64M | 9.9% | +36.3K | Added |
| 5 | Schwab Strategic Tr | 272.2K | $7.92M | 7.4% | +34.5K | Added |
| 6 | Dimensional ETF Trust | 202.3K | $7.86M | 7.3% | −905 | Reduced |
| 7 | Schwab Strategic Tr | 239.4K | $7.30M | 6.8% | +31.8K | Added |
| 8 | Spdr Series Trust | 74.3K | $7.02M | 6.6% | −816 | Reduced |
| 9 | Schwab Strategic Tr | 134.7K | $6.30M | 5.9% | +7.1K | Added |
| 10 | Dimensional ETF Trust | 134.0K | $5.66M | 5.3% | −4.0K | Reduced |
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