Paradigm, Strategies in Wealth Management, LLC
55 holdingsFiling period: 2026-03-31Current AUM: $160.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 639.8K | $19.6M | $21.4M | 13.33% | -45,336 | 2026-03-31 |
| 2 | SCHG | SCHWAB STRATEGIC TR | 654.4K | $19.1M | $22.4M | 13.92% | -31,204 | 2026-03-31 |
| 3 | HEFA | ISHARES TR | 396.7K | $16.9M | $18.4M | 11.47% | -37,877 | 2026-03-31 |
| 4 | IJR | ISHARES TR | 130.6K | $16.2M | $19.0M | 11.82% | -9,255 | 2026-03-31 |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 261.1K | $13.2M | $13.2M | 8.22% | -32,158 | 2026-03-31 |
| 6 | SCHF | SCHWAB STRATEGIC TR | 310.2K | $7.7M | $8.5M | 5.30% | -8,763 | 2026-03-31 |
| 7 | IBDZ | ISHARES TR | 195.4K | $5.1M | $5.0M | 3.11% | -21,454 | 2026-03-31 |
| 8 | IBCA | ISHARES TR | 148.4K | $3.8M | $3.7M | 2.32% | +71.1K | 2026-03-31 |
| 9 | PG | PROCTER & GAMBLE CO | 26.2K | $3.8M | $3.8M | 2.36% | +3 | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 5.8K | $3.8M | $4.3M | 2.69% | -143 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 14.6K | $3.7M | $4.5M | 2.80% | -925 | 2026-03-31 |
| 12 | SCHM | SCHWAB STRATEGIC TR | 100.2K | $3.1M | $3.5M | 2.16% | -7,713 | 2026-03-31 |
| 13 | IBDX | ISHARES TR | 120.6K | $3.0M | $3.0M | 1.87% | -7,617 | 2026-03-31 |
| 14 | IBDT | ISHARES TR | 101.7K | $2.6M | $2.6M | 1.59% | -7,929 | 2026-03-31 |
| 15 | MDY | STATE STR SPDR S&P MIDCAP 40 | 2.8K | $1.8M | $2.0M | 1.22% | -84 | 2026-03-31 |
| 16 | IBDU | ISHARES TR | 62.8K | $1.5M | $1.4M | 0.90% | -1,112 | 2026-03-31 |
| 17 | JEPQ | J P MORGAN EXCHANGE TRADED F | 25.5K | $1.4M | $1.5M | 0.93% | +9.3K | 2026-03-31 |
| 18 | IBDV | ISHARES TR | 62.6K | $1.4M | $1.4M | 0.84% | -3,295 | 2026-03-31 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | 23.7K | $1.3M | $1.4M | 0.85% | -139 | 2026-03-31 |
| 20 | IBDS | ISHARES TR | 55.3K | $1.3M | $1.3M | 0.83% | -5,606 | 2026-03-31 |
| 21 | JMST | J P MORGAN EXCHANGE TRADED F | 25.2K | $1.3M | $1.3M | 0.80% | -6,865 | 2026-03-31 |
| 22 | IBDW | ISHARES TR | 60.1K | $1.3M | $1.2M | 0.77% | -2,545 | 2026-03-31 |
| 23 | IBDY | ISHARES TR | 47.0K | $1.2M | $1.2M | 0.74% | +2.7K | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.7K | $818K | $818K | 0.51% | -- | 2026-03-31 |
| 25 | SCHA | SCHWAB STRATEGIC TR | 28.1K | $816K | $942K | 0.59% | -2,070 | 2026-03-31 |
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