Schaeffer Financial LLC — 13F Holdings & Portfolio

CIK 1898838 · latest 13F-HR filed 2026-04-27

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$118.8M

Long-equity book

Holdings

25

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+4 / −0 / ↑8 / ↓6

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$1.9M +5.8%
  • SCHWAB STRATEGIC TR$1.9M +15.1%
  • SCHWAB STRATEGIC TR$208.1K +5.3%
  • SCHWAB STRATEGIC TR$174.2K +10.3%
  • ISHARES TR$108.8K +45.1%
Show all 8

Top Trims

  • SCHWAB STRATEGIC TR-$1.4M -9.7%
  • MICROSOFT CORP-$266.0K -23.5%
  • JPMORGAN CHASE & CO-$22.4K -8.7%
  • APPLE INC-$21.2K -6.6%
  • VANGUARD WORLD FD-$18.5K -6.9%
Show all 6

New Positions

  • EXXON MOBIL CORP$1.1M
  • VANGUARD INDEX FDS$635.4K
  • VANGUARD WORLD FD$241.8K
  • ISHARES TR$224.3K
Show all 4

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IGSB 464288646 $34.1M 28.73% 649,372 SH
2 SCHWAB STRATEGIC TR SCHB 808524102 $22.6M 19.06% 902,377 SH
3 SPDR INDEX SHS FDS SPGM 78463X475 $19.0M 16.01% 251,225 SH
4 SCHWAB STRATEGIC TR SCHD 808524797 $14.1M 11.90% 460,973 SH
5 SCHWAB STRATEGIC TR SCHG 808524300 $12.6M 10.60% 432,129 SH
6 SCHWAB STRATEGIC TR SCHM 808524508 $4.1M 3.48% 133,729 SH
7 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $2.7M 2.24% 36,464 SH
8 SCHWAB STRATEGIC TR SCHV 808524409 $1.9M 1.57% 61,066 SH
9 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.91% 6,376 SH
10 MICROSOFT CORP MSFT 594918104 $867.8K 0.73% 2,344 SH
11 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $811.1K 0.68% 1,247 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $755.5K 0.64% 3,513 SH
13 VANGUARD INDEX FDS VOO 922908363 $635.4K 0.53% 1,063 SH
14 COSTCO WHOLESALE CORPORATION COST 22160K105 $491.2K 0.41% 493 SH
15 ISHARES TR OEF 464287101 $349.9K 0.29% 1,100 SH
16 SCHWAB STRATEGIC TR SCHE 808524706 $327.6K 0.28% 9,944 SH
17 CATERPILLAR INC CAT 149123101 $324.0K 0.27% 457 SH
18 APPLE INC AAPL 037833100 $299.8K 0.25% 1,181 SH
19 VANGUARD WORLD FD ESGV 921910733 $248.0K 0.21% 2,209 SH
20 VANGUARD INDEX FDS VV 922908637 $243.2K 0.20% 814 SH
21 HOME DEPOT INC HD 437076102 $242.1K 0.20% 736 SH
22 VANGUARD WORLD FD MGC 921910873 $241.8K 0.20% 1,023 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $234.7K 0.20% 798 SH
24 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $230.1K 0.19% 2,902 SH
25 ISHARES TR IWB 464287622 $224.3K 0.19% 629 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $118.8M 25 0001705819-26-000031
2025-12-31 2026-01-30 $114.6M 21 0001705819-26-000018