Paradigm, Strategies in Wealth Management, LLC
Q2 2025 13F Holdings
- Locationmaple grove, MN
- Num holdings
53
- Value ($000)
$152,739
- Date Filed08/01/2025
- Form type13F-HR
- CIK0001859579
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $21.28M | 14 % | 728,410 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.18M | 13 % | 723,733 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $16.39M | 11 % | 323,309 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $16.27M | 11 % | 428,678 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $15.98M | 11 % | 146,252 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $7.34M | 5 % | 332,034 | ||
IBDZ ISHARES TR | IBONDS DEC 2034 | 46438G653 | $5.92M | 4 % | 226,502 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $4.27M | 3 % | 26,809 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.90M | 3 % | 6,304 | ||
AAPL APPLE INC | COM | 037833100 | $3.63M | 2 % | 17,716 |
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