Paradigm, Strategies in Wealth Management, LLC: 13F holdings
CIK 18595792026Q2
| Positions | 61 |
|---|---|
| Reported value | $164.1m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 649,198 | $22.0m | 13.4% |
| IJR ISHARES TR | 131,057 | $19.4m | 11.8% |
| SCHD SCHWAB STRATEGIC TR | 610,039 | $19.3m | 11.8% |
| HEFA ISHARES TR | 380,965 | $17.9m | 10.9% |
| JPST J P MORGAN EXCHANGE TRADED F | 244,963 | $12.4m | 7.5% |
| SCHF SCHWAB STRATEGIC TR | 310,280 | $8.6m | 5.2% |
| ISHARES TR | 194,436 | $5.0m | 3.0% |
| AAPL APPLE INC | 14,852 | $4.3m | 2.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 5,723 | $4.3m | 2.6% |
| ISHARES TR | 155,677 | $4.1m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1859579")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.