Paradigm, Strategies in Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    maple grove, MN
  • CIK
    0001859579
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

50

$151.75M
SCHF, SCHG, SCHD, IJR
13F-HR
Jan 14, 2025
000117266125000186

54

$159.60M
SCHF, SCHD, SCHG, JPST
13F-HR
Oct 24, 2024
000117266124004344

50

$162.80M
JPST, SCHF, SCHG, SCHD
13F-HR
Jul 30, 2024
000117266124002981

50

$162.10M
JPST, SCHF, SCHD, SCHG
13F-HR
May 2, 2024
000117266124001993

46

$152.03M
JPST, SCHF, SCHD, SCHG
13F-HR
Jan 26, 2024
000117266124000357

45

$156.86M
JPST, SCHF, SCHD, SCHG
13F-HR
Oct 25, 2023
000117266123003493

44

$147.78M
SCHF, SCHD, SCHG, IJR
13F-HR
Jul 19, 2023
000117266123002543

43

$127.07M
SCHF, IBDO, SCHG, SCHD
13F-HR
May 2, 2023
000117266123001779

37

$112.36M
SCHF, IBDO, SCHD, SCHG
13F-HR
Jan 20, 2023
000117266123000237

40

$109.66M
SCHF, IBDO, IBDN, SCHG
13F-HR
Nov 9, 2022
000160658722002211

41

$91.86M
IBDO, IBDN, SCHG, SCHD
13F-HR
Jul 18, 2022
000160658722001334

46

$95.68M
IBDO, JPST, IBDN, SCHD
13F-HR
Apr 18, 2022
000160658722000682

50

$98.72M
IBDO, IBDN, JPST, SCHD
13F-HR
Feb 8, 2022
000160658722000375

49

$105.90M
IBDM, IBDN, JPST, SCHD
13F-HR
Oct 15, 2021
000160658721001290

259

$111.19M
IBDM, JPST, IBDN, SCHD
13F-HR
Jul 30, 2021
000160658721000980

234

$103.50M
IBDM, JPST, IBDN, SCHD
13F-HR
Apr 29, 2021
000160658721000495
Paradigm, Strategies In Wealth Management, Llc 13F Filings