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Home > Institutional Investor > Paradigm, Strategies In Wealth Management, Llc > Profile

Instuitional Investor - Paradigm, Strategies In Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Paradigm, Strategies In Wealth Management, Llc
Portfolio Value $148,351,873
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 702,288 $19,635,966 13.24%
2.
Schwab Strategic Trust
 FNDF 719,203 $18,008,843 12.14%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 343,889 $17,411,084 11.74%
4.
Ishares Trust
 IEF 146,486 $15,318,008 10.33%
5.
Ishares Tr - HDG MSCI EAFE
 416,175 $15,102,991 10.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)