Paradigm, Strategies in Wealth Management, LLC
Q1 2025 13F Holdings
- Locationmaple grove, MN
- Num holdings
53
- Value ($000)
$148,352
- Date Filed05/07/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.64 M | 13 % | 702,288 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.01 M | 12 % | 719,203 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $17.41 M | 12 % | 343,889 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $15.32 M | 10 % | 146,486 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $15.10 M | 10 % | 416,175 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $6.81 M | 5 % | 344,200 | ||
IBDZ ISHARES TR | IBONDS DEC 2034 | 46438G653 | $6.01 M | 4 % | 232,921 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $4.65 M | 3 % | 27,257 | ||
AAPL APPLE INC | COM | 037833100 | $3.93 M | 3 % | 17,708 | ||
IBDX ISHARES TR | IBONDS DEC 2032 | 46436E312 | $3.70 M | 3 % | 148,184 |
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