Paradigm, Strategies in Wealth Management, LLC
Q4 2024 13F Holdings
- Locationmaple grove, MN
- Num holdings
50
- Value ($000)
$151,746
- Date Filed01/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $21.03M | 14 % | 1,136,796 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $20.77M | 14 % | 745,214 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.22M | 13 % | 703,581 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $17.11M | 11 % | 148,473 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $17.10M | 11 % | 339,426 | ||
IBDZ ISHARES TR | IBONDS DEC 2034 | 46438G653 | $5.85M | 4 % | 229,714 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $4.57M | 3 % | 27,254 | ||
AAPL APPLE INC | COM | 037833100 | $4.52M | 3 % | 18,054 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.78M | 3 % | 6,446 | ||
IBDX ISHARES TR | IBONDS DEC 2032 | 46436E312 | $3.67M | 2 % | 149,385 |
Rows Per Page
1 - 10 of 5010
- 10
- 50
- 100