Schaeffer Financial LLC Portfolio Holdings by Sector
Schaeffer Financial LLC
- $102 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB SCHD IGSB SPGM SCHG SCHM SPLV SCHV 14 stocks |
$101,074
98.8% of portfolio
|
  13  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$488
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$269
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$237
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$231
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|