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Bryan Lee

Strategic Financial Planning, Inc.

Assets Managed
$170.913M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-2.75%(2Q avg: -0.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Financial Planning, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Strategic Financial Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 170.913M in assets, with a quarterly growth rate of -2.75% and a 2-quarter average growth rate of -0.45%. The portfolio is managed by Bryan Lee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
New Position
12.65%
$21.618M
861,289 shares@ $25.1 avg price
AVDE
Avantis International Equity
Recent Activity
New Position
10.78%
$18.418M
633,360 shares@ $29.08 avg price
AVSD
Avantis Reps Intern Equi Etf
Recent Activity
New Position
9.83%
$16.787M
310,632 shares@ $54.05 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
New Position
9.4%
$16.054M
351,728 shares@ $45.65 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 11.7%
6.59%
$11.249M
77,210 shares@ $145.7 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
New Position
6.05%
$10.339M
481,154 shares@ $21.49 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
New Position
5.68%
$9.703M
200,814 shares@ $48.33 avg price
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
New Position
4.41%
$7.525M
161,077 shares@ $46.72 avg price
AVSE
Avantis Resp Emerg Mkts Eq-e
Recent Activity
New Position
3.67%
$6.263M
240,897 shares@ $26.0 avg price
HPQ
Hp Inc
Recent Activity
New Position
3.01%
$5.129M
15,987 shares@ $320.8 avg price

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