Arnold Financial Planning LLC

HIAWATHA, IA · CIK 2107020 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHiawatha, IA

$134.1m reported value +25.3% vs Q1 2026

41positions

79.1%in top 10

16 new 17 added 4 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	553,571	$16.3m12.15%	12.15%	Added +25.1k	+25,065 4.7%
2	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	686,760	$15.9m11.85%	11.85%	Added +48.0k	+47,955 7.5%
3	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	547,509	$13.2m9.86%	9.86%	Added +29.6k	+29,557 5.7%
4	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	442,962	$12.3m9.15%	9.15%	Added +13.0k	+13,016 3.0%
5	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	281,147	$10.2m7.58%	7.58%	Added +8.9k	+8,938 3.3%
6	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	199,973	$8.9m6.62%	6.62%	Reduced -2.3k	-2,281 -1.1%
7	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	253,746	$8.8m6.59%	6.59%	Added +14.3k	+14,343 6.0%
8	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	75,505	$8.2m6.14%	6.14%	Added +1.2k	+1,248 1.7%
9	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	138,331	$6.7m4.96%	4.96%	Added +3.6k	+3,641 2.7%
10	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	135,325	$5.7m4.26%	4.26%	Added +1.3k	+1,323 1.0%
11	APPLE INC COM AAPL	AAPL	17,885	$5.2m3.86%	3.86%	Added +12.7k	+12,732 247.1%
12	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	102,585	$3.7m2.77%	2.77%	Added +3.8k	+3,845 3.9%
13	TESLA INC COM TSLA	TSLA	6,159	$2.6m1.93%	1.93%	New
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	48,277	$2.0m1.49%	1.49%	Reduced -1.4k	-1,372 -2.8%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,840	$1.4m1.06%	1.06%	Added +16	+16 0.4%
16	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	32,577	$1.2m0.90%	0.90%	Added +59	+59 0.2%
17	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	23,138	$1.2m0.88%	0.88%	New
18	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	23,379	$940.1k0.70%	0.70%	Reduced -2.0k	-1,977 -7.8%
19	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	9,062	$912.3k0.68%	0.68%	Added +2.4k	+2,366 35.3%
20	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,160	$854.2k0.64%	0.64%	New
21	NVIDIA CORPORATION COM NVDA	NVDA	4,266	$853.6k0.64%	0.64%	Added +1.0k	+1,046 32.5%
22	ISHARES TR CORE S&P500 ETF IVV	IVV	1,000	$748.9k0.56%	0.56%	New
23	ISHARES TR RUS MD CP GR ETF IWP	IWP	4,852	$710.4k0.53%	0.53%	New
24	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,654	$690.2k0.51%	0.51%	Unchanged
25	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		18,429	$482.1k0.36%	0.36%	Reduced -799	-799 -4.2%
26	SPDR SER TR S&P BIOTECH XBI	XBI	2,718	$430.1k0.32%	0.32%	New
27	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,954	$424.2k0.32%	0.32%	New
28	SPDR SER TR S&P REGL BKG KRE	KRE	5,317	$398.0k0.30%	0.30%	New
29	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,444	$319.4k0.24%	0.24%	New
30	META PLATFORMS INC CL A META	META	525	$295.7k0.22%	0.22%	Added +58	+58 12.4%
31	AT&T INC COM T	T	13,116	$271.5k0.20%	0.20%	New
32	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,135	$259.7k0.19%	0.19%	New
33	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	5,096	$256.0k0.19%	0.19%	Added +2	+2 0.0%
34	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	3,167	$246.7k0.18%	0.18%	New
35	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	6,341	$241.3k0.18%	0.18%	Unchanged
36	MICROSOFT CORP COM MSFT	MSFT	620	$231.3k0.17%	0.17%	New
37	ISHARES TR IBONDS DEC 29 IBDU	IBDU	9,857	$228.3k0.17%	0.17%	Unchanged
38	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	8,910	$225.0k0.17%	0.17%	Unchanged
39	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	445	$222.7k0.17%	0.17%	New
40	AMAZON COM INC COM AMZN	AMZN	924	$220.2k0.16%	0.16%	New
41	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	5,895	$217.3k0.16%	0.16%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IBDS	IBDS	10,003	$242.5k10.0k shares