PS

Paradigm, Strategies in Wealth Management, LLC

13F
Paradigm, Strategies in Wealth Management, LLC
Last update 2024-10-24 54 Stocks (8 new)
Value $160.00 Mil Turnover 33 %
Countries:
Top Holdings: SCHF(14.86%)SCHD(12.93%)SCHG(12.70%)JPST(11.96%)IJR(11.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Paradigm, Strategies in Wealth... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF 		Schwab International Equity ETF
1,153,510
23716.170
+99.38%
14.860
+7.41%
0.030
+6.37%
+7.18%
40934.250
 
SCHD 		Schwab US Dividend Equity ETF
732,660
20643.940
+201.82%
12.930
+8.65%
0.010
+10.23%
+14.22%
65225.625
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
778,240
20269.260
+310.62%
12.700
+9.61%
0.020
+18.90%
+32.88%
35320.096
 
JPST 		JPMorgan Ultra-Short Income ETF
376,348
19095.890
-32.12%
11.960
-5.52%
0.070
-0.07%
+0.39%
26841.228
 
IJR 		iShares Core S&P Small-Cap ETF
153,409
17942.760
+0.87%
11.240
+0.10%
0.020
+14.90%
+14.48%
91832.543
 
IBDZ 		iBonds Dec 2034 Term Corporate ETF
186,069
4969.900
New Holding
3.110
+3.11%
2.820
+0.03%
0%
177.227
 
PG 		Procter & Gamble Co
27,252
4720.110
-7.40%
2.960
-0.22%
0.000
-3.43%
+14.16%
384554.762
Consumer Packaged Goods
AAPL 		Apple Inc
18,433
4294.860
+0.31%
2.690
+0.01%
0.000
+8.37%
+18.41%
3432198.769
Hardware
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF
161,156
4114.310
-32.31%
2.580
-1.17%
0.180
-0.09%
+0.03%
2280.175
 
IBDX 		iShares iBonds Dec 2032 Term Corporate ETF
153,433
3944.750
-43.17%
2.470
-1.76%
0.470
-0.28%
-1.07%
851.748
 

Paradigm, Strategies in Wealth Management, LLC's Historical Top Holdings Breakdowns

Paradigm, Strategies in Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+9.61%
●
23.16 ($25.16) 26.42
$27.56
9.53%
Add 310.62%
778,240
147,178
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+8.65%
●
25.67 ($27.24) 28.35
$28.98
6.37%
Add 201.82%
732,660
163,304
SCHF 		Schwab International Equity ETF2024-09-30Add
+7.41%
●
18.49 ($19.77) 20.77
$19.77
0.03%
Add 99.38%
1,153,510
287,484
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Reduce
-5.52%
●
50.25 ($50.53) 50.74
$50.42
-0.21%
Reduce -32.12%
376,348
-178,057
IBDZ 		iBonds Dec 2034 Term Corporate ETF2024-09-30New Buy
+3.11%
●
25.15 ($26.16) 26.85
$25.87
-1.11%
New holding
186,069
186,069
IBDP 		iShares iBonds Dec 2024 Term Corporate ETF2024-09-30Sold Out
-2.38%
●
25.04 ($25.13) 25.21
$25.13
-0.02%
Sold Out
0
-154,507
IBDX 		iShares iBonds Dec 2032 Term Corporate ETF2024-09-30Reduce
-1.76%
●
24.34 ($25.25) 25.83
$24.98
-1.09%
Reduce -43.17%
153,433
-116,532
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+1.44%
●
25.16 ($26.59) 27.75
$29.11
9.46%
Add 198.51%
124,206
27,532
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF2024-09-30Reduce
-1.17%
●
24.62 ($25.22) 25.58
$25.11
-0.44%
Reduce -32.31%
161,156
-76,914
JMST 		JPMorgan Ultra-Short Municipal Income ETF2024-09-30Reduce
-0.92%
●
50.61 ($50.83) 50.96
$50.70
-0.27%
Reduce -44.25%
36,977
-29,344

Paradigm, Strategies in Wealth Management, LLC Total Holding History ($B)

To

Paradigm, Strategies in Wealth Management, LLC's Asset Allocation

To

Paradigm, Strategies in Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Paradigm, Strategies in Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Paradigm, Strategies in Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Paradigm, Strategies in Wealth Management, LLC's Holdings Heat Map

Size field:

Paradigm, Strategies in Wealth Management, LLC's Holdings Bubble Chart

Paradigm, Strategies in Wealth Management, LLC News

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