Investor
Arnold Financial Planning LLC
CIK 0002107020 · filed 2026-04-14 · SEC filing
13F book
$107M
Positions
26
3 new · 1 sold
Largest name
13.9%
Schwab Us Aggregate Bond
Est. mark
$114.6K
Price effect on 23 names still held. Flow $9.91M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Us Aggregate Bond | — | 638.8K | $14.8M | 13.9% | −$84.6K | Added$1.65M |
| Schwab Strategic Tr | — | 528.5K | $13.6M | 12.7% | −$576.4K | Added$1.34M |
| Schwab Strategic Tr | — | 518K | $12.6M | 11.7% | −$43.4K | Added$2M |
| Schwab Strategic Tr | — | 429.9K | $10.6M | 9.9% | $279.5K | Added$1.18M |
| Schwab Strategic Tr | — | 272.2K | $7.92M | 7.4% | $142.7K | Added$1.14M |
| Dimensional Etf Trust | — | 202.3K | $7.86M | 7.3% | −$147.7K | Cut−$183.5K |
| Schwab Strategic Tr | — | 239.4K | $7.3M | 6.8% | $184.8K | Added$1.15M |
| Spdr Series Trust | — | 74.3K | $7.02M | 6.6% | $268.1K | Cut$193.9K |
| Schwab Strategic Tr | — | 134.7K | $6.3M | 5.9% | $154.4K | Added$486.9K |
| Dimensional Etf Trust | — | 134K | $5.66M | 5.3% | −$45.5K | Cut−$216.8K |
| Schwab Strategic Tr | — | 98.7K | $3.25M | 3.0% | $17.4K | Added$405.6K |
| Dimensional Etf Trust | — | 49.6K | $1.93M | 1.8% | $42.2K | Cut$29.7K |
| Apple Inc. | AAPL | 5.15K | $1.31M | 1.2% | −$67.5K | Added$292.7K |
| Vanguard Index Fds | — | 3.82K | $1.23M | 1.1% | −$55.2K | Cut−$122.6K |
| Dimensional Etf Trust | — | 32.5K | $1.1M | 1.0% | $40.3K | Added$40.6K |
| Dimensional Etf Trust | — | 25.4K | $858.6K | 0.8% | $32.7K | Cut−$4.06K |
| Ishares 0-3 Month | — | 6.7K | $674K | 0.6% | $876 | Added$360.1K |
| Ishares Tr | — | 4.65K | $578.5K | 0.5% | $19.2K | Cut−$60K |
| Nvidia Corp | NVDA | 3.22K | $561.6K | 0.5% | −$39K | Held |
| Dimensional Etf Trust | — | 19.2K | $454.7K | 0.4% | $13.9K | Added$29.2K |
| Meta Platforms, Inc. | META | 467 | $267.2K | 0.3% | −$30.5K | Added$38.1K |
| Vanguard Malvern Fds | — | 5.09K | $254.4K | 0.2% | $2.5K | Held |
| Ishares Tr | — | 10K | $242.5K | 0.2% | — | New |
| Ishares Tr | — | 9.86K | $229.3K | 0.2% | — | New |
| Ishares Tr | — | 8.91K | $225.7K | 0.2% | — | New |
| Schwab Strategic Tr | — | 6.34K | $205.6K | 0.2% | $5.83K | Cut$5.61K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.