93 Financial Group, LLC
9 holdingsFiling period: 2026-06-30Current AUM: $238.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Scottsdale Fds | 601.4K | $76.9M | $72.8M | 30.49% | +2.2K | 2026-06-30 |
| 2 | SCHM | Schwab Strategic TR | 1.50M | $55.3M | $52.4M | 21.92% | -83,872 | 2026-06-30 |
| 3 | SCHA | Schwab Strategic TR | 1.51M | $54.5M | $49.8M | 20.84% | -99,741 | 2026-06-30 |
| 4 | USRT | iShares TR | 351.9K | $23.4M | $22.4M | 9.39% | -25,051 | 2026-06-30 |
| 5 | SCHE | Schwab Strategic TR | 617.3K | $22.4M | $21.1M | 8.83% | -5,718 | 2026-06-30 |
| 6 | SPMB | Spdr Series Trust | 801.4K | $17.9M | $17.4M | 7.28% | +21.7K | 2026-06-30 |
| 7 | SCHX | Schwab Strategic TR | 84.8K | $2.5M | $2.5M | 1.06% | +8.7K | 2026-06-30 |
| 8 | CWB | Spdr Series Trust | 2.8K | $302K | $265K | 0.11% | -298 | 2026-06-30 |
| 9 | SCHP | Schwab Strategic TR | 8.4K | $222K | $216K | 0.09% | +283 | 2026-06-30 |
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