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Paradigm, Strategies in Wealth Management, LLC13F | |
| Paradigm, Strategies in Wealth Management, LLC | |
| Last update 2025-05-07 | 53 Stocks (3 new) |
| Value $148.00 Mil | Turnover 11 % |
Paradigm, Strategies in Wealth... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 702,288 | 19,636.0 | -0.18% | 13.240 | -0.02% | 0.030 | +11.38% | +2.71% | 71,745.8 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 719,203 | 18,008.8 | -3.49% | 12.140 | -0.48% | 0.050 | +23.00% | +5.63% | 44,515.3 | ||
JPST | JPMorgan Ultra-Short Income ETF | 343,889 | 17,411.1 | +1.31% | 11.740 | +0.15% | 0.060 | +1.47% | +2.60% | 31,775.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 146,486 | 15,318.0 | -1.34% | 10.330 | -0.15% | 0.020 | +21.93% | +0.01% | 82,561.2 | ||
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 416,175 | 15,103.0 | New Holding | 10.180 | +10.18% | 0.200 | +15.91% | +10.68% | 6,355.8 | ||
SCHF | Schwab International Equity ETF | 344,200 | 6,808.3 | -69.72% | 4.590 | -9.66% | 0.020 | +19.58% | +20.88% | 49,206.2 | ||
IBDZ | iBonds Dec 2034 Term Corporate ETF | 232,921 | 6,006.0 | +1.40% | 4.050 | +0.06% | 1.820 | +4.50% | +4.21% | 355.6 | ||
PG | Procter & Gamble Co | 27,257 | 4,645.1 | +0.01% | 3.130 | 0% | 0.000 | -2.02% | -3.83% | 373,403.5 | Consumer Packaged Goods | |
AAPL | Apple Inc | 17,708 | 3,933.4 | -1.92% | 2.650 | -0.06% | 0.000 | +11.62% | -15.03% | 3,170,427.8 | Hardware | |
IBDX |
iShares iBonds Dec 2032 Term Corporate ETF
iShares iBonds Dec 2032 Term Corporate ETF
| 148,184 | 3,703.1 | -0.80% | 2.500 | -0.02% | 0.350 | +4.35% | +4.67% | 1,117.8 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | New Buy New Buy | +10.18% | 34.83 ($36.45) 37.46 | $37.81 | 3.73% | New holding | 416,175 | 416,175 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -9.66% | 18.36 ($19.62) 20.51 | $22.21 | 13.19% | Reduce -69.72% | 344,200 | -792,596 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.48% | 24.91 ($27.39) 29.02 | $29.41 | 7.36% | Reduce -3.49% | 719,203 | -26,011 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +0.29% | 51.45 ($55.7) 58.51 | $54.34 | -2.45% | Add 46.89% | 26,346 | 8,410 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-03-31 | Reduce Reduce | -0.17% | 24.79 ($25.06) 25.26 | $25.28 | 0.87% | Reduce -7.34% | 132,472 | -10,494 | |
MO | Altria Group Inc | 2025-03-31 | New Buy New Buy | +0.15% | 50.81 ($54.6) 60.02 | $58.26 | 6.70% | New holding | 3,813 | 3,813 | |
T | AT&T Inc | 2025-03-31 | New Buy New Buy | +0.15% | 21.56 ($25.15) 28.28 | $27.56 | 9.56% | New holding | 8,095 | 8,095 | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 2025-03-31 | Reduce Reduce | -0.15% | 25.05 ($25.11) 25.16 | $25.11 | 0% | Reduce -13.43% | 56,614 | -8,786 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.15% | 102.49 ($112.84) 119.96 | $114.46 | 1.44% | Reduce -1.34% | 146,486 | -1,987 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.15% | 50.39 ($50.51) 50.66 | $50.53 | 0.04% | Add 1.31% | 343,889 | 4,463 |
Paradigm, Strategies in Wealth Management, LLC Total Holding History ($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 2025-03-31
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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