Schaeffer Financial LLC Portfolio Holdings by Sector
Schaeffer Financial LLC
- $90.6 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHD SCHB IGSB SPGM SCHG SCHM SPLV SCHV 12 stocks |
$89,590
98.9% of portfolio
|
5
|
7
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$466
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$269
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$257
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|