Schaeffer Financial as of March 31, 2022
Portfolio Holdings for Schaeffer Financial
Schaeffer Financial holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 22.0 | $16M | 209k | 78.09 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 16.9 | $13M | 235k | 53.39 | |
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 15.8 | $12M | 214k | 54.80 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 14.4 | $11M | 135k | 78.89 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 9.2 | $6.9M | 63k | 108.36 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 7.8 | $5.7M | 86k | 67.09 | |
Vanguard Specialized Funds Div App Etf (VIG) | 7.4 | $5.5M | 34k | 162.17 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.7 | $3.5M | 47k | 74.81 | |
Costco Wholesale Corporation (COST) | 0.8 | $568k | 987.00 | 575.48 | |
Home Depot (HD) | 0.5 | $401k | 1.3k | 299.25 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $331k | 12k | 27.79 |