Schaeffer Financial LLC Portfolio Holdings by Sector
Schaeffer Financial LLC
- $110 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB IGSB SPGM SCHD SCHG SCHM SCHV SPLV 15 stocks |
$108,618
98.62% of portfolio
|
  11  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$456
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$300
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$298
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$251
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$217
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|