Schaeffer Financial LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Rockville, MD
CIK
0001898838
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 15 98,439 SCHB, SCHD, IGSB, SPGM 13F-HR 10/30/2024 000170581924000060
Q2 2024 16 92,131 SCHB, SCHD, IGSB, SPGM 13F-HR 7/26/2024 000170581924000041
Q1 2024 18 100,428 SCHD, SCHB, IGSB, SPGM 13F-HR 5/1/2024 000170581924000032
Q4 2023 18 94,413 SCHD, SCHB, IGSB, SPGM 13F-HR 2/9/2024 000170581924000019
Q3 2022 11 53,781 SCHB, SCHD, SPGM, VCSH 13F-HR 11/3/2022 000170581922000078
Q2 2022 11 61,621 VCSH, SCHB, SPGM, SCHD 13F-HR 8/3/2022 000170581922000057
Q1 2022 11 74,085 VCSH, SCHB, SPGM, SCHD 13F-HR 5/12/2022 000170581922000042
Q4 2021 12 79,027 VCSH, SCHB, SPGM, SCHD 13F-HR 2/7/2022 000170581922000016