Paradigm, Strategies in Wealth Management, LLC
CIK 1859579 · Holdings on Dec 31, 2025 · First reported Jan 22, 2026
Top ten holdings
Q4 2025- SCHG14.68%
- SCHD12.33%
- HEFA11.80%
- IJR11.03%
- JPST9.74%
- SCHF5.03%
- IBDZ3.75%
- AAPL2.77%
- SPY2.65%
- PG2.47%
Share classes counted separately76.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HEFAWeight increased · +0.85 pp10.95% → 11.80%Shares +2.93K (+0.68%)
- JPSTWeight decreased · -0.55 pp10.29% → 9.74%Shares -23.54K (-7.43%)
- IBCAWeight increased · +0.48 pp0.83% → 1.31%Shares +27.26K (+54.55%)
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 | $22.36M | 14.68% | 685.59K shares | 14.34% → 14.68%+0.34 pp -15.99K (-2.28%) | Reduced | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $18.79M | 12.33% | 685.17K shares | 12.45% → 12.33%-0.12 pp -26.62K (-3.74%) | Reduced | ↗▾ |
| 03 | HEFAISHA CURR HEDGED MSCI EAFEHDG MSCI EAFE View history and evidence | $17.97M | 11.80% | 434.57K shares | 10.95% → 11.80%+0.85 pp +2.93K (+0.68%) | Added | ↗▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $16.80M | 11.03% | 139.83K shares | 10.92% → 11.03%+0.11 pp -3.71K (-2.58%) | Reduced | ↗▾ |
| 05 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $14.84M | 9.74% | 293.30K shares | 10.29% → 9.74%-0.55 pp -23.54K (-7.43%) | Reduced | ↗▾ |
| 06 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $7.67M | 5.03% | 319.00K shares | 4.83% → 5.03%+0.20 pp -4.98K (-1.54%) | Reduced | ↗▾ |
| 07 | IBDZISHARESIBONDSDEC2034TMCORPIBONDS DEC 2034 View history and evidence | $5.72M | 3.75% | 216.81K shares | 3.69% → 3.75%+0.06 pp -1.10K (-0.51%) | Reduced | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $4.22M | 2.77% | 15.51K shares | 2.69% → 2.77%+0.08 pp -976 (-5.92%) | Reduced | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $4.04M | 2.65% | 5.93K shares | 2.59% → 2.65%+0.06 pp -139 (-2.29%) | Reduced | ↗▾ |
| 10 | PGPROCTER & GAMBLE CO/THE View history and evidence | $3.76M | 2.47% | 26.21K shares | 2.64% → 2.47%-0.17 pp -600 (-2.24%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPEM STATE STREET SP PTF EM ETF | Non-derivative | -8,143 | -$381.17K | SEC filing ↗ | SEC filing ↗ |
| T AT&T INC | Non-derivative | -8,214 | -$231.97K | SEC filing ↗ | SEC filing ↗ |
| DIS WALT DISNEY CO/THE | Non-derivative | -1,981 | -$226.79K | SEC filing ↗ | SEC filing ↗ |
3 / 6 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 152375968
}Research all 49 reported holdings.
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