Holdings
Paradigm, Strategies in Wealth Management, LLC
As of Sep 30, 2026, Paradigm, Strategies in Wealth Management, LLC reported 54 positions worth US$155M. Largest: Schwab U.S. Large-Cap Growth ETF, iShares Core S&P Small Cap ETF and Schwab US Dividend Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF | 578K | US$20.8M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 128K | US$17.4M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 506K | US$16.5M | new | Sep 30, 2026 |
| iShares Currency Hedged MSCI EAFE ETF | 312K | US$14.5M | new | Sep 30, 2026 |
| JPMorgan Ultra-Short Income ETF | 207K | US$10.4M | new | Sep 30, 2026 |
| Schwab International Equity ETF | 301K | US$8.27M | new | Sep 30, 2026 |
| iShares iBonds Dec 2036 Term Corporate ETF | 213K | US$5.02M | new | Sep 30, 2026 |
| Invesco S&P 100 Equal Weight ETF | 38,000 | US$4.9M | new | Sep 30, 2026 |
| Apple Inc | 14,257 | US$4.75M | −595 | Sep 30, 2026 |
| JPMorgan International Value ETF | 49,164 | US$4.68M | new | Sep 30, 2026 |