Schaeffer Financial LLC
Q1 2025 13F Holdings
- Locationrockville, MD
- Num holdings
15
- Value ($000)
$90,630
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001898838
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.26M | 21 % | 688,852 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $18.14M | 20 % | 842,573 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $16.78M | 19 % | 320,495 | ||
SPGM SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 78463X475 | $15.04M | 17 % | 240,988 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $7.47M | 8 % | 298,274 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $6.06M | 7 % | 231,429 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $2.71M | 3 % | 36,206 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $2.43M | 3 % | 91,397 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $661.97K | 1 % | 3,412 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $596.34K | 1 % | 1,066 |
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