Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 11 | Q3 2023 | 15.5% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 11.6% |
J P MORGAN EXCHANGE-TRADED F | 11 | Q3 2023 | 13.0% |
ISHARES TR | 11 | Q3 2023 | 10.1% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 11.1% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 16.2% |
ISHARES TR | 11 | Q3 2023 | 6.4% |
APPLE INC | 11 | Q3 2023 | 4.2% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 3.9% |
SPDR SP 500 ETF TR | 11 | Q3 2023 | 3.5% |
View Paradigm, Strategies in Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-18 |
13F-HR | 2022-02-08 |
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.