Holdings
Schaeffer Financial LLC
As of Jun 30, 2026, Schaeffer Financial LLC reported 7 positions worth US$2.9M. Largest: Microsoft Corp., Caterpillar, Inc. and Costco Wholesale Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 2,344 | US$875K | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 458 | US$488K | +1 | Jun 30, 2026 |
| Costco Wholesale Corporation | 493 | US$461K | no change | Jun 30, 2026 |
| Apple Inc | 1,182 | US$342K | +1 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 798 | US$261K | no change | Jun 30, 2026 |
| Home Depot, Inc. (the) | 736 | US$260K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 600 | US$214K | new | Jun 30, 2026 |