Schaeffer Financial LLC - Portfolio overview
Schaeffer Financial LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-27.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Energy.
Largest reported holdings by portfolio allocation
- IGSB - ISHARES TR, 28.68%
- SCHB - SCHWAB STRATEGIC TR, 19.03%
- SPGM - SPDR INDEX SHS FDS, 15.98%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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