account_balance
Investment manager · 13F filer · SEC CIK 1898838
Schaeffer Financial LLC
Reported value$131Mas of Sep 30, 2026
Positions30 4 new, 1 sold out
Top 10 weight93.9%IGSB alone is 27%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IGSBiShares Tr
26.9%Added +2%
SCHBSchwab Strategic Tr
20.3%
SPGMSPDR Index SHS FDS
13.9%Trimmed −7%
SCHDSchwab Strategic Tr
12.3%Added +3%
SCHGSchwab Strategic Tr
12.2%
SCHMSchwab Strategic Tr
3.9%Added +6%
SCHVSchwab Strategic Tr
1.7%
VOO0.9%
MSFTXOMSPLV
SPYIGSBiShares Tr
26.9%Added +2%
SCHBSchwab Strategic Tr
20.3%
SPGMSPDR Index SHS FDS
13.9%Trimmed −7%
SCHDSchwab Strategic Tr
12.3%Added +3%
SCHGSchwab Strategic Tr
12.2%
SCHM
SCHV
XOMBoxes 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
IGSB iShares Tr 26.9% Added +2%
SCHB Schwab Strategic Tr 20.3% Held
SPGM SPDR Index SHS FDS 13.9% Trimmed −7%
SCHD Schwab Strategic Tr 12.3% Added +3%
SCHG Schwab Strategic Tr 12.2% Held
SCHM Schwab Strategic Tr 3.9% Added +6%
SCHV Schwab Strategic Tr 1.7% Added +3%
VOO Vanguard Index FDS 0.9% Added +64%
MSFT Microsoft Corp 0.9% HeldXOM ExxonMobil Holdings Corp 0.8% NewSPLV Invesco Exch Traded Fd Tr II 0.7% Trimmed −62%
SPY SPDR S&P 500 ETF Trust 0.7% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- XOM $1.04M
- SCHO $539K
- VXUS $319K
- VGK $213K
arrow_upwardAdded
- VOO +64%
- VCSH +28%
- SCHM +6%
- SCHV +3%
arrow_downwardTrimmed
- SPLV −62%
- SPGM −7%
- ESGV −7%
- VIG −2%
remove_circleSold out
- QQQ $247K
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