account_balance
Investment manager · 13F filer · SEC CIK 2039212
Code Waechter LLC
Reported value$211Mas of Sep 30, 2026
Positions126 5 new, 6 sold out
Top 10 weight50.2%SCHG alone is 11%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
11.2%Added +8%
CGDVCapital Group Dividend Value
8.2%Added +4%
VBVanguard Index FDS
6.5%Added +8%
SGOViShares Tr
4.8%Trimmed −11%
CGNGCapital Group New Geography
4.2%Added +43%
VIOGVanguard Admiral FDS Inc
4.0%Added +8%
CGGOCapital Group GBL Growth Eqt
3.3%Added +138%
AVUVAmerican Centy ETF Tr
2.8%Added +11%
VTVanguard Intl Equity Index F
2.6%New
BALTInnovator Etfs Trust
2.6%+3%
SCHXSchwab Strategic Tr
2.5%
SCHMSchwab Strategic Tr
2.2%
SCHGSchwab Strategic Tr
11.2%Added +8%
CGDVCapital Group Dividend Value
8.2%Added +4%
VBVanguard Index FDS
6.5%
SGOViShares Tr
4.8%
CGNGCapital Group New Geography
4.2%+43%
VIOGVanguard Admiral FDS Inc
4.0%
CGGOCapital Group GBL Growth Eqt
3.3%
AVUVAmerican Centy ETF Tr
2.8%
VT2.6%
BALT2.6%
SCHX2.5%
SCHM
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 11.2% Added +8%
CGDV Capital Group Dividend Value 8.2% Added +4%
VB Vanguard Index FDS 6.5% Added +8%
SGOV iShares Tr 4.8% Trimmed −11%
CGNG Capital Group New Geography 4.2% Added +43%
VIOG Vanguard Admiral FDS Inc 4.0% Added +8%
CGGO Capital Group GBL Growth Eqt 3.3% Added +138%
AVUV American Centy ETF Tr 2.8% Added +11%
VT Vanguard Intl Equity Index F 2.6% New
BALT Innovator Etfs Trust 2.6% Added +3%
SCHX Schwab Strategic Tr 2.5% Held
SCHM Schwab Strategic Tr 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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