93 Financial Group, LLC
CIK 2112320 · Holdings on Jun 30, 2026 · First reported Jul 29, 2026
Top ten holdings
Q2 2026- VONG30.34%
- SCHM21.82%
- SCHA21.52%
- USRT9.23%
- SCHE8.84%
- SPMB7.06%
- SCHX0.99%
- CWB0.12%
- SCHP0.09%
Share classes counted separately100.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VONGWeight increased · +1.03 pp29.31% → 30.34%Shares +2.21K (+0.37%)
- SPMBWeight decreased · -0.72 pp7.78% → 7.06%Shares +21.70K (+2.78%)
- USRTWeight decreased · -0.72 pp9.95% → 9.23%Shares -25.05K (-6.65%)
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 9
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $76.87M | 30.34% | 601.40K shares | 29.31% → 30.34%+1.03 pp +2.21K (+0.37%) | Added | ▾ |
| 02 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $55.28M | 21.82% | 1.50M shares | 21.86% → 21.82%-0.04 pp -83.87K (-5.30%) | Reduced | ▾ |
| 03 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $54.52M | 21.52% | 1.51M shares | 20.86% → 21.52%+0.66 pp -99.74K (-6.20%) | Reduced | ▾ |
| 04 | USRTISHARES CORE US REIT ETFCRE U S REIT ETF View history and evidence | $23.38M | 9.23% | 351.88K shares | 9.95% → 9.23%-0.72 pp -25.05K (-6.65%) | Reduced | ▾ |
| 05 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $22.38M | 8.84% | 617.29K shares | 9.15% → 8.84%-0.31 pp -5.72K (-0.92%) | Reduced | ▾ |
| 06 | SPMBSS SPDR P MORT BACK BOND ETFST STR BACKE ETF View history and evidence | $17.88M | 7.06% | 801.37K shares | 7.78% → 7.06%-0.72 pp +21.70K (+2.78%) | Added | ▾ |
| 07 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $2.50M | 0.99% | 84.84K shares | 0.87% → 0.99%+0.12 pp +8.66K (+11.37%) | Added | ▾ |
| 08 | CWBSS SPDR BB CONV SEC ETFST STR CONV ETF View history and evidence | $302.38K | 0.12% | 2.80K shares | 0.13% → 0.12%-0.01 pp -298 (-9.61%) | Reduced | ▾ |
| 09 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $222.33K | 0.09% | 8.39K shares | 0.10% → 0.09%-0.01 pp +283 (+3.49%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2112320 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 253325686
}Take these holdings further.
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