Schaeffer Financial as of Dec. 31, 2021
Portfolio Holdings for Schaeffer Financial
Schaeffer Financial holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 22.5 | $18M | 219k | 81.26 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 17.9 | $14M | 125k | 113.01 | |
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 14.9 | $12M | 204k | 57.84 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.8 | $8.5M | 106k | 80.83 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 9.0 | $7.1M | 44k | 163.74 | |
Vanguard Specialized Funds Div App Etf (VIG) | 7.7 | $6.1M | 35k | 171.74 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 7.6 | $6.0M | 88k | 68.62 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 7.4 | $5.9M | 51k | 116.00 | |
Costco Wholesale Corporation (COST) | 0.7 | $560k | 987.00 | 567.38 | |
Home Depot (HD) | 0.7 | $556k | 1.3k | 414.93 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $348k | 12k | 29.60 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $212k | 1.2k | 183.23 |