Arnold Financial Planning LLC
•CIK: 2107020•Filing: Q4 2025
Arnold Financial Planning LLC manages $97M in assets across 24 positions, with a focus on index-based investments. The fund's top holdings include SCHZ ($13.2M), SCHX ($12.2M), and SCHO ($10.6M), which collectively account for 37% of the portfolio. Notably, the fund has allocated $43.5M, or 45% of AUM, to Schwab ETFs, with SCHF ($9.5M) and SCHV ($6.1M) also featuring prominently. The portfolio's largest sector exposures are rounded out by Dimensional Fund Advisors holdings, including DFAC ($8.0M) and DFCF ($5.9M).
Total AUM
$97.0M
QoQ Performance
N/A
Positions
9
Top 10 Concentration
87.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHZ
SCHX
SCHO
SCHF
DFAC
SLYV
SCHA
SCHV
SCHZ13.6%
SCHX12.6%
SCHO10.9%
SCHF9.8%
DFAC8.3%
SLYV7.0%
SCHA7.0%
SCHV6.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other98.1%
Technology1.9%