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Paradigm, Strategies in Wealth Management, LLC13F | |
| Paradigm, Strategies in Wealth Management, LLC | |
| Last update 2024-10-24 | 54 Stocks (8 new) |
| Value $160.00 Mil | Turnover 33 % |
| Portfolio Report | |
Paradigm, Strategies in Wealth... Top Holdings of 2024-09-30
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| 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 | +6.31% | +7.12% | 40903.200 | ||
SCHD | Schwab US Dividend Equity ETF | 732,660 | 20643.940 | +201.82% | 12.930 | +8.65% | 0.010 | +10.17% | +14.16% | 65158.090 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 778,240 | 20269.260 | +310.62% | 12.700 | +9.61% | 0.020 | +18.68% | +32.64% | 35264.601 | ||
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 | +15.18% | +14.76% | 92085.757 | ||
IBDZ | iBonds Dec 2034 Term Corporate ETF | 186,069 | 4969.900 | New Holding | 3.110 | +3.11% | 2.820 | -0.35% | 0% | 176.655 | ||
PG | Procter & Gamble Co | 27,252 | 4720.110 | -7.40% | 2.960 | -0.22% | 0.000 | -3.88% | +13.63% | 383377.241 | Consumer Packaged Goods | |
AAPL | Apple Inc | 18,433 | 4294.860 | +0.31% | 2.690 | +0.01% | 0.000 | +7.91% | +17.91% | 3420106.112 | Hardware | |
IBDT | iShares iBonds Dec 2028 Term Corporate ETF | 161,156 | 4114.310 | -32.31% | 2.580 | -1.17% | 0.180 | -0.24% | -0.12% | 2277.451 | ||
IBDX | iShares iBonds Dec 2032 Term Corporate ETF | 153,433 | 3944.750 | -43.17% | 2.470 | -1.76% | 0.470 | -0.54% | -1.33% | 850.113 |
Paradigm, Strategies in Wealth Management, LLC's Historical Top Holdings Breakdowns
Paradigm, Strategies in Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add | +9.61% | 23.16 ($25.16) 26.42 | $27.52 | 9.36% | Add 310.62% | 778,240 | 147,178 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add | +8.65% | 25.67 ($27.24) 28.35 | $28.95 | 6.26% | Add 201.82% | 732,660 | 163,304 | |
SCHF | Schwab International Equity ETF | 2024-09-30 | Add | +7.41% | 18.49 ($19.77) 20.77 | $19.76 | -0.05% | Add 99.38% | 1,153,510 | 287,484 | |
JPST | JPMorgan Ultra-Short Income ETF | 2024-09-30 | Reduce | -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 ETF | 2024-09-30 | New Buy | +3.11% | 25.15 ($26.16) 26.85 | $25.79 | -1.43% | New holding | 186,069 | 186,069 | |
IBDP | iShares iBonds Dec 2024 Term Corporate ETF | 2024-09-30 | Sold 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 ETF | 2024-09-30 | Reduce | -1.76% | 24.34 ($25.25) 25.83 | $24.93 | -1.28% | Reduce -43.17% | 153,433 | -116,532 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2024-09-30 | Add | +1.44% | 25.16 ($26.59) 27.75 | $29.11 | 9.50% | Add 198.51% | 124,206 | 27,532 | |
IBDT | iShares iBonds Dec 2028 Term Corporate ETF | 2024-09-30 | Reduce | -1.17% | 24.62 ($25.22) 25.58 | $25.08 | -0.56% | Reduce -32.31% | 161,156 | -76,914 | |
JMST | JPMorgan Ultra-Short Municipal Income ETF | 2024-09-30 | Reduce | -0.92% | 50.61 ($50.83) 50.96 | $50.67 | -0.31% | Reduce -44.25% | 36,977 | -29,344 |
Paradigm, Strategies in Wealth Management, LLC Total Holding History ($B)
Paradigm, Strategies in Wealth Management, LLC's Asset Allocation
Paradigm, Strategies in Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Paradigm, Strategies in Wealth Management, LLC's Holdings Bubble Chart
Paradigm, Strategies in Wealth Management, LLC News
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