93 Financial Group, LLC
9 holdingsFiling period: 2026-03-31Current AUM: $249.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 599.2K | $65.7M | $73.0M | 29.24% | +7.5K | 2026-03-31 |
| 2 | SCHM | SCHWAB STRATEGIC TR | 1.58M | $49.0M | $54.9M | 21.99% | -33,537 | 2026-03-31 |
| 3 | SCHA | SCHWAB STRATEGIC TR | 1.61M | $46.8M | $54.0M | 21.61% | -59,515 | 2026-03-31 |
| 4 | USRT | ISHARES TR | 376.9K | $22.3M | $25.6M | 10.24% | +11.5K | 2026-03-31 |
| 5 | SCHE | SCHWAB STRATEGIC TR | 623.0K | $20.5M | $22.4M | 8.98% | -22,310 | 2026-03-31 |
| 6 | SPMB | SPDR SERIES TRUST | 779.7K | $17.5M | $17.1M | 6.84% | +23.2K | 2026-03-31 |
| 7 | SCHX | SCHWAB STRATEGIC TR | 76.2K | $2.0M | $2.2M | 0.90% | -289 | 2026-03-31 |
| 8 | CWB | SPDR SERIES TRUST | 3.1K | $283K | $315K | 0.13% | -180 | 2026-03-31 |
| 9 | SCHP | SCHWAB STRATEGIC TR | 8.1K | $215K | $211K | 0.08% | -86 | 2026-03-31 |
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