account_balance
Investment manager · 13F filer · SEC CIK 1859579
Paradigm, Strategies in Wealth Management, LLC
Reported value$156Mas of Sep 30, 2026
Positions56 1 new, 6 sold out
Top 10 weight68.7%SCHG alone is 13%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
13.3%Trimmed −11%
IJRiShares Tr
11.1%Trimmed −3%
SCHDSchwab Strategic Tr
10.6%Trimmed −17%
HEFAiShares Tr
9.3%Trimmed −18%
JPSTJ P Morgan Exchange Traded F
6.7%Trimmed −15%
SCHFSchwab Strategic Tr
5.3%Trimmed −3%
IBCBiShares Tr
3.2%New
EQWLInvesco Exchange Traded Fd T
3.1%+143%
AAPLApple Inc.
3.0%−4%
JIVEJ P Morgan Exchange Traded F
3.0%+148%
IBCAiShares Tr
2.9%−4%
SPYSPDR S&P 500 ETF Trust
2.8%
SCHGSchwab Strategic Tr
13.3%Trimmed −11%
IJRiShares Tr
11.1%Trimmed −3%
SCHDSchwab Strategic Tr
10.6%−17%
HEFAiShares Tr
9.3%−18%
JPSTJ P Morgan Exchange Traded F
6.7%
SCHFSchwab Strategic Tr
5.3%
IBCB3.2%
EQWL3.1%
AAPLJIVE
IBCA
SPY2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 13.3% Trimmed −11%
IJR iShares Tr 11.1% Trimmed −3%
SCHD Schwab Strategic Tr 10.6% Trimmed −17%
HEFA iShares Tr 9.3% Trimmed −18%
JPST J P Morgan Exchange Traded F 6.7% Trimmed −15%
SCHF Schwab Strategic Tr 5.3% Trimmed −3%
IBCB iShares Tr 3.2% New
EQWL Invesco Exchange Traded Fd T 3.1% Added +143%
AAPL Apple Inc. 3.0% Trimmed −4%JIVE J P Morgan Exchange Traded F 3.0% Added +148%
IBCA iShares Tr 2.9% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 2.8% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- IBCB $5.02M
arrow_upwardAdded
- JTEK +184%
- JIVE +148%
- EQWL +143%
- IVW +7%
arrow_downwardTrimmed
- IBDS −54%
- IBDT −53%
- JMST −49%
- IBDU −48%
remove_circleSold out
- IBMQ $627K
- IBMT $514K
- IBMR $512K
- IBMS $429K
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