account_balance
Investment manager · 13F filer · SEC CIK 2045974
Cathy Pareto & Associates, Inc
Reported value$175Mas of Sep 30, 2026
Positions98 4 new, 8 sold out
Top 10 weight47.5%SCHV alone is 8%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHVSchwab Strategic Tr
8.1%Added +4%
AAPLApple Inc.
6.6%
OPPEWisdomtree Tr
5.6%Added +4%
SCHMSchwab Strategic Tr
5.1%Added +7%
VBVanguard Index FDS
4.0%Added +3%
JPSTJ P Morgan Exchange Traded F
4.0%
SCHXSchwab Strategic Tr
3.9%Added +6%
CLOIVaneck ETF Trust
3.5%Added +41%
VGTVanguard World Fd
3.4%Trimmed −3%
COWZPacer FDS Tr
3.3%Trimmed −5%
VOEVanguard Index FDS
3.0%Added +11%
VBRVanguard Index FDS
3.0%Added +5%
SCHVSchwab Strategic Tr
8.1%Added +4%
AAPLApple Inc.
6.6%
OPPEWisdomtree Tr
5.6%+4%
SCHMSchwab Strategic Tr
5.1%+7%
VBVanguard Index FDS
4.0%+3%
JPSTJ P Morgan Exchange Traded F
4.0%
SCHXSchwab Strategic Tr
3.9%
CLOIVaneck ETF Trust
3.5%
VGTVanguard World Fd
3.4%
COWZ3.3%
VOE3.0%
VBR3.0%
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
SCHV Schwab Strategic Tr 8.1% Added +4%
AAPL Apple Inc. 6.6% HeldOPPE Wisdomtree Tr 5.6% Added +4%
SCHM Schwab Strategic Tr 5.1% Added +7%
VB Vanguard Index FDS 4.0% Added +3%
JPST J P Morgan Exchange Traded F 4.0% Held
SCHX Schwab Strategic Tr 3.9% Added +6%
CLOI Vaneck ETF Trust 3.5% Added +41%
VGT Vanguard World Fd 3.4% Trimmed −3%
COWZ Pacer FDS Tr 3.3% Trimmed −5%
VOE Vanguard Index FDS 3.0% Added +11%
VBR Vanguard Index FDS 3.0% Added +5%
What changed
Biggest moves since Jun 30, 2026
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