Paradigm, Strategies in Wealth Management, LLC
CIK 1859579 · Holdings on Mar 31, 2025 · First reported May 7, 2025
Top ten holdings
Q1 2025- SCHD13.24%
- SCHG12.14%
- JPST11.74%
- IJR10.33%
- HEFA10.18%
- SCHF4.59%
- IBDZ4.05%
- PG3.13%
- AAPL2.65%
- IBDX2.50%
Share classes counted separately74.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHFWeight decreased · -9.27 pp13.86% → 4.59%Shares -792.60K (-69.72%)
- SCHGWeight decreased · -1.55 pp13.69% → 12.14%Shares -26.01K (-3.49%)
- IJRWeight decreased · -0.94 pp11.27% → 10.33%Shares -1.99K (-1.34%)
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 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $19.64M | 13.24% | 702.29K shares | 12.67% → 13.24%+0.57 pp -1.29K (-0.18%) | Reduced | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $18.01M | 12.14% | 719.20K shares | 13.69% → 12.14%-1.55 pp -26.01K (-3.49%) | Reduced | ↗▾ |
| 03 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $17.41M | 11.74% | 343.89K shares | 11.27% → 11.74%+0.47 pp +4.46K (+1.31%) | Added | ↗▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $15.32M | 10.33% | 146.49K shares | 11.27% → 10.33%-0.94 pp -1.99K (-1.34%) | Reduced | ↗▾ |
| 05 | HEFAISHA CURR HEDGED MSCI EAFEHDG MSCI EAFE View history and evidence | $15.10M | 10.18% | 416.18K shares | Prior unavailable +416.18K | New | ↗▾ |
| 06 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $6.81M | 4.59% | 344.20K shares | 13.86% → 4.59%-9.27 pp -792.60K (-69.72%) | Reduced | ↗▾ |
| 07 | IBDZISHARESIBONDSDEC2034TMCORPIBONDS DEC 2034 View history and evidence | $6.01M | 4.05% | 232.92K shares | 3.85% → 4.05%+0.20 pp +3.21K (+1.40%) | Added | ↗▾ |
| 08 | PGPROCTER & GAMBLE CO/THE View history and evidence | $4.65M | 3.13% | 27.26K shares | 3.01% → 3.13%+0.12 pp +3 (+0.01%) | Added | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $3.93M | 2.65% | 17.71K shares | 2.98% → 2.65%-0.33 pp -346 (-1.92%) | Reduced | ↗▾ |
| 10 | IBDXISHARES IBONDS DEC 2032 TCIBONDS DEC 2032 View history and evidence | $3.70M | 2.50% | 148.18K shares | 2.42% → 2.50%+0.08 pp -1.20K (-0.80%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1859579 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 148351873
}Research all 53 reported holdings.
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