$53.8 Million is the total value of Schaeffer Financial LLC's 11 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2022 | 22.5% |
| SCHWAB STRATEGIC TR | 4 | Q3 2022 | 18.9% |
| SPDR INDEX SHS FDS | 4 | Q3 2022 | 17.4% |
| SCHWAB STRATEGIC TR | 4 | Q3 2022 | 17.7% |
| VANGUARD INDEX FDS | 4 | Q3 2022 | 9.2% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2022 | 9.3% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2022 | 8.0% |
| SCHWAB STRATEGIC TR | 4 | Q3 2022 | 9.0% |
| COSTCO WHSL CORP NEW | 4 | Q3 2022 | 0.9% |
| HOME DEPOT INC | 4 | Q3 2022 | 0.7% |
View Schaeffer Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-07 |
View Schaeffer Financial 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.