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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 $152,027,180
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 433,317 $21,765,521 14.31%
2.
Schwab Strategic Trust
 FNDF 568,186 $21,000,173 13.81%
3.
Schwab Strategic Trust
 FNDF 224,482 $17,089,824 11.24%
4.
Schwab Strategic Trust
 FNDF 196,882 $16,333,325 10.74%
5.
Ishares Trust
 IEF 142,650 $15,441,883 10.15%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)