$148 Million is the total value of Paradigm, Strategies in Wealth Management, LLC's 44 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | ISHARES TRibonds dec 2032 | $4,924,123 | – | 200,005 | +100.0% | 3.33% | – | |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $1,179,509 | – | 34,308 | +100.0% | 0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 14 | Q2 2024 | 17.4% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 11.6% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 16.2% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 11.7% |
| ISHARES TR | 14 | Q2 2024 | 10.2% |
| ISHARES TR | 14 | Q2 2024 | 6.4% |
| APPLE INC | 14 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 3.9% |
| SPDR SP 500 ETF TR | 14 | Q2 2024 | 3.5% |
| PROCTER AND GAMBLE CO | 14 | Q2 2024 | 4.0% |
View Paradigm, Strategies in Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-18 |
View Paradigm, Strategies in Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.