Schaeffer Financial LLC Portfolio Holdings by Sector
Schaeffer Financial LLC
- $98.4 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB SCHD IGSB SPGM SCHG SCHM SCHV SPLV 12 stocks |
$97,371
98.98% of portfolio
|
11
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$437
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$298
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$269
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|