Loading…
CIK 0001898838 • 6 13F filings • May 7, 2025 – Aug 3, 2026
Import this data to Google Sheets with:
=jivedata("schaeffer-financial-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $321K | 0.3%Prev: 0.3% | 1,181 SH | Increased+1 SH |
| CATERPILLAR INC | COM | $262K | 0.2%Prev: 0.2% | 457 SH | Increased+1 SH |
| COSTCO WHSL CORP NEW | COM | $425K | 0.4%Prev: 0.4% | 493 SH | Decreased |
| HOME DEPOT INC | COM | $253K | 0.2%Prev: 0.3% | 736 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2.6M | 2.3%Prev: 2.4% | 36,396 SH | Decreased+72 SH |
| ISHARES TR | ISHS 1-5YR INVS | $32.3M | 28.1%Prev: 19.6% | 610,040 SH | Increased+201,313 SH |
| ISHARES TR | S&P 100 ETF | $241K | 0.2%Prev: 0.2% | 703 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $257K | 0.2%Prev: 0.2% | 798 SH | Increased |
| MICROSOFT CORP | COM | $1.1M | 1.0% | 2,344 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $326K | 0.3%Prev: 0.3% | 9,944 SH | Decreased+112 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $23.1M | 20.2%Prev: 20.5% | 881,926 SH | Increased+3,618 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $12.3M | 10.7%Prev: 14.8% | 447,825 SH | Decreased-148,768 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $13.9M | 12.2%Prev: 12.3% | 427,396 SH | Increased+1,274 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.7M | 1.5%Prev: 2.6% | 57,020 SH | Decreased-39,715 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.9M | 3.4%Prev: 7.1% | 130,767 SH | Decreased-132,217 SH |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | $19.3M | 16.9%Prev: 16.9% | 251,935 SH | Increased+2,821 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $715K | 0.6%Prev: 0.6% | 1,048 SH | Increased-18 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $256K | 0.2%Prev: 0.2% | 814 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $223K | 0.2%Prev: 0.2% | 2,791 SH | Increased+37 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $756K | 0.7%Prev: 0.7% | 3,441 SH | Increased-36 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $267K | 0.2% | 2,203 SH | New |
| 13F-HR |
| 0001705819-26-000049 |
| $129.3M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001705819-25-000047 | $102.4M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001705819-26-000031 | $118.8M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001705819-25-000034 | $90.6M | View |