Schaeffer Financial LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    rockville, MD
  • CIK
    0001898838
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

19

$100.26M
SCHB, SCHD, IGSB, SPGM
13F-HR
Feb 3, 2025
000170581925000014

15

$98.44M
SCHB, SCHD, IGSB, SPGM
13F-HR
Oct 30, 2024
000170581924000060

16

$92.13M
SCHB, SCHD, IGSB, SPGM
13F-HR
Jul 26, 2024
000170581924000041

18

$100.43M
SCHD, SCHB, IGSB, SPGM
13F-HR
May 1, 2024
000170581924000032

18

$94.41M
SCHD, SCHB, IGSB, SPGM
13F-HR
Feb 9, 2024
000170581924000019

11

$53.78M
SCHB, SCHD, SPGM, VCSH
13F-HR
Nov 3, 2022
000170581922000078

11

$61.62M
VCSH, SCHB, SPGM, SCHD
13F-HR
Aug 3, 2022
000170581922000057

11

$74.08M
VCSH, SCHB, SPGM, SCHD
13F-HR
May 12, 2022
000170581922000042

12

$79.03M
VCSH, SCHB, SPGM, SCHD
13F-HR
Feb 7, 2022
000170581922000016