Paradigm, Strategies in Wealth Management, LLC
CIK 1859579 · Holdings on Mar 31, 2024 · First reported May 2, 2024
Top ten holdings
Q1 2024- JPST17.43%
- SCHF13.70%
- SCHD11.32%
- SCHG11.26%
- IJR9.82%
- IBDX3.82%
- IBDT3.78%
- PG2.95%
- IBDP2.93%
- SPY2.38%
Share classes counted separately79.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight increased · +3.11 pp14.32% → 17.43%Shares +126.56K (+29.21%)
- IBDPWeight decreased · -2.44 pp5.37% → 2.93%Shares -137.73K (-42.06%)
- IBDTWeight decreased · -1.81 pp5.59% → 3.78%Shares -92.68K (-27.36%)
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 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $28.25M | 17.43% | 559.87K shares | 14.32% → 17.43%+3.11 pp +126.56K (+29.21%) | Added | ↗▾ |
| 02 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $22.21M | 13.70% | 569.20K shares | 13.81% → 13.70%-0.11 pp +1.01K (+0.18%) | Added | ↗▾ |
| 03 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $18.35M | 11.32% | 227.54K shares | 11.24% → 11.32%+0.08 pp +3.06K (+1.36%) | Added | ↗▾ |
| 04 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $18.25M | 11.26% | 196.85K shares | 10.74% → 11.26%+0.52 pp -34 (-0.02%) | Reduced | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $15.91M | 9.82% | 143.99K shares | 10.16% → 9.82%-0.34 pp +1.34K (+0.94%) | Added | ↗▾ |
| 06 | IBDXISHARES IBONDS DEC 2032 TCIBONDS DEC 2032 View history and evidence | $6.19M | 3.82% | 249.35K shares | 4.20% → 3.82%-0.38 pp -3.76K (-1.49%) | Reduced | ↗▾ |
| 07 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $6.13M | 3.78% | 246.09K shares | 5.59% → 3.78%-1.81 pp -92.68K (-27.36%) | Reduced | ↗▾ |
| 08 | PGPROCTER & GAMBLE CO/THE View history and evidence | $4.77M | 2.95% | 29.43K shares | 2.87% → 2.95%+0.08 pp -302 (-1.02%) | Reduced | ↗▾ |
| 09 | IBDPISHARES IBONDS DEC 2024 TERMIBONDS DEC24 ETF View history and evidence | $4.75M | 2.93% | 189.76K shares | 5.37% → 2.93%-2.44 pp -137.73K (-42.06%) | Reduced | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.85M | 2.38% | 7.37K shares | 2.30% → 2.38%+0.08 pp +3 (+0.04%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1859579 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 162095271
}Research all 50 reported holdings.
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