Schaeffer Financial LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    rockville, MD
  • CIK
    0001898838
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

15

$90.63 M
SCHD, SCHB, IGSB, SPGM
13F-HR
May 7, 2025
000170581925000034

19

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

15

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

16

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

18

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

18

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

11

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

11

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

11

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

12

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