Paradigm, Strategies in Wealth Management, LLC
Q3 2025 13F Holdings
- Locationmaple grove, MN
- Num holdings
53
- Value ($000)
$156,136
- Date Filed10/22/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $22.39 M | 14 % | 701,580 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.43 M | 12 % | 711,786 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $17.10 M | 11 % | 431,635 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $17.06 M | 11 % | 143,540 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $16.07 M | 10 % | 316,839 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $7.54 M | 5 % | 323,978 | ||
IBDZ ISHARES TR | IBONDS DEC 2034 | 46438G653 | $5.77 M | 4 % | 217,915 | ||
AAPL APPLE INC | COM | 037833100 | $4.20 M | 3 % | 16,488 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $4.12 M | 3 % | 26,812 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.04 M | 3 % | 6,070 |
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