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Home > Institutional Investor > Schaeffer Financial Llc > 13F Holdings

Instuitional Investor - Schaeffer Financial Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 649,372 $34,130,973 28.73%
2.
Schwab Strategic Trust
 FNDF 902,377 $22,649,659 19.06%
3.
Spdr Index Shs Fds
 251,225 $19,020,262 16.01%
4.
Schwab Strategic Trust
 FNDF 460,973 $14,142,660 11.9%
5.
Schwab Strategic Trust
 FNDF 432,129 $12,587,906 10.6%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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