Paradigm, Strategies in Wealth Management, LLC
CIK 1859579 · Holdings on Jun 30, 2026 · First reported Jul 21, 2026
Top ten holdings
Q2 2026- SCHG13.39%
- IJR11.84%
- SCHD11.79%
- HEFA10.89%
- JPST7.55%
- SCHF5.24%
- IBCA3.03%
- AAPL2.62%
- SPY2.60%
- IBDZ2.47%
Share classes counted separately71.42%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHDWeight decreased · -1.53 pp13.32% → 11.79%Shares -29.79K (-4.66%)
- JPSTWeight decreased · -1.42 pp8.97% → 7.55%Shares -16.18K (-6.20%)
- IBDZWeight decreased · -0.98 pp3.45% → 2.47%Shares -39.68K (-20.31%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $21.97M | 13.39% | 649.20K shares | 12.93% → 13.39%+0.46 pp -5.18K (-0.79%) | Reduced | ↗▾ |
| 02 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $19.44M | 11.84% | 131.06K shares | 11.01% → 11.84%+0.83 pp +482 (+0.37%) | Added | ↗▾ |
| 03 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $19.34M | 11.79% | 610.04K shares | 13.32% → 11.79%-1.53 pp -29.79K (-4.66%) | Reduced | ↗▾ |
| 04 | HEFAISHA CURR HEDGED MSCI EAFEHDG MSCI EAFE View history and evidence | $17.88M | 10.89% | 380.96K shares | 11.44% → 10.89%-0.55 pp -15.73K (-3.96%) | Reduced | ↗▾ |
| 05 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $12.39M | 7.55% | 244.96K shares | 8.97% → 7.55%-1.42 pp -16.18K (-6.20%) | Reduced | ↗▾ |
| 06 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $8.59M | 5.24% | 310.28K shares | 5.21% → 5.24%+0.03 pp +46 (+0.01%) | Added | ↗▾ |
| 07 | IBCAISHARES IBONDS DEC 2035 TCIBONDS DEC 2035 View history and evidence | $4.98M | 3.03% | 194.44K shares | 2.58% → 3.03%+0.45 pp +46.05K (+31.04%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $4.30M | 2.62% | 14.85K shares | 2.51% → 2.62%+0.11 pp +265 (+1.82%) | Added | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $4.27M | 2.60% | 5.72K shares | 2.55% → 2.60%+0.05 pp -65 (-1.12%) | Reduced | ↗▾ |
| 10 | IBDZISHARESIBONDSDEC2034TMCORPIBONDS DEC 2034 View history and evidence | $4.06M | 2.47% | 155.68K shares | 3.45% → 2.47%-0.98 pp -39.68K (-20.31%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBDR ISHARES IBONDS DEC 2026 TERM | Non-derivative | -18,449 | -$447.20K | SEC filing ↗ | SEC filing ↗ |
| NOC NORTHROP GRUMMAN CORP | Non-derivative | -345 | -$235.37K | SEC filing ↗ | SEC filing ↗ |
| T AT&T INC | Non-derivative | -7,748 | -$224.62K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1859579 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 164115939
}Research all 61 reported holdings.
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