Schiavi & Co LLC

Q3 2025 13F Holdings

  • Location
    wilmington, DE
  • Num holdings

    44

  • Value ($000)

    $303,449

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001840014
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MFDX
MFDX

PIMCO EQUITY SER

RAFI DYN MULTI
$115.78 M
38 %

3,114,695

MFUS
MFUS

PIMCO EQUITY SER

RAFI DYN ML US
$73.53 M
24 %

1,307,264

JPLD
JPLD

J P MORGAN EXCHANGE TRADED F

JPMORGAM LTD DUR
$38.64 M
13 %

736,392

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$22.09 M
7 %

282,925

MFEM
MFEM

PIMCO EQUITY SER

RAFI DYN EMERG
$19.66 M
7 %

873,067

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$7.56 M
3 %

150,914

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$4.13 M
1 %

47,319

JPEM
JPEM

J P MORGAN EXCHANGE TRADED F

DIV RTN EM EQT
$3.19 M
1 %

54,047

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$1.69 M
1 %

2,756

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$1.56 M
1 %

15,523

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