Notify me when Paradigm, Strategies in Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 49 | $152,375,968 | +$1,797,616 | -$7,305,935 | -$5,508,319 | SCHG, SCHD, HEFA, IJR, JPST | 13F-HR | 22 Jan 2026, 13:02 |
| Q3 2025 | 53 | $156,136,298 | +$2,356,241 | -$6,347,124 | -$3,990,883 | SCHG, SCHD, HEFA, IJR, JPST | 13F-HR | 22 Oct 2025, 14:53 |
| Q2 2025 | 53 | $152,739,411 | +$2,241,406 | -$2,948,872 | -$707,466 | SCHG, SCHD, JPST, HEFA, IJR | 13F-HR | 01 Aug 2025, 16:09 |
| Q1 2025 | 53 | $148,351,873 | +$16,974,677 | -$17,672,412 | -$697,735 | SCHD, SCHG, JPST, IJR, HEFA | 13F-HR | 07 May 2025, 12:27 |
| Q4 2024 | 50 | $151,745,791 | +$48,577,395 | -$11,051,062 | +$37,526,333 | SCHF, SCHG, SCHD, IJR, JPST | 13F-HR | 14 Jan 2025, 16:40 |
| Q3 2024 | 54 | $159,599,042 | +$15,450,285 | -$26,722,954 | -$11,272,669 | SCHF, SCHD, SCHG, JPST, IJR | 13F-HR | 24 Oct 2024, 12:52 |
| Q2 2024 | 50 | $162,802,233 | +$3,706,747 | -$3,748,628 | -$41,881 | JPST, SCHF, SCHG, SCHD, IJR | 13F-HR | 30 Jul 2024, 16:58 |
| Q1 2024 | 50 | $162,095,271 | +$11,855,365 | -$7,469,168 | +$4,386,197 | JPST, SCHF, SCHD, SCHG, IJR | 13F-HR | 02 May 2024, 15:44 |
| Q4 2023 | 46 | $152,027,180 | +$5,985,391 | -$21,044,990 | -$15,059,599 | JPST, SCHF, SCHD, SCHG, IJR | 13F-HR | 26 Jan 2024, 17:03 |
| Q3 2023 | 45 | $156,855,754 | +$16,211,614 | -$2,830,873 | +$13,380,741 | JPST, SCHF, SCHD, SCHG, IJR | 13F-HR | 25 Oct 2023, 09:28 |
| Q2 2023 | 44 | $147,782,626 | +$19,694,319 | -$3,375,507 | +$16,318,812 | SCHF, SCHD, SCHG, IJR, JPST | 13F-HR | 19 Jul 2023, 14:13 |
| Q1 2023 | 43 | $127,070,765 | +$12,424,499 | -$2,524,466 | +$9,900,033 | SCHF, IBDO, SCHG, SCHD, IJR | 13F-HR | 02 May 2023, 12:09 |
| Q4 2022 | 37 | $112,359,317 | +$13,151,671 | -$15,206,739 | -$2,055,068 | SCHF, IBDO, SCHD, SCHG, IJR | 13F-HR | 20 Jan 2023, 15:38 |
| Q3 2022 | 40 | $109,664,000 | +$21,829,321 | -$1,452,114 | +$20,377,207 | SCHF, IBDO, IBDN, SCHG, SCHD | 13F-HR | 09 Nov 2022, 10:17 |
| Q2 2022 | 41 | $91,862,000 | +$10,573,518 | -$7,142,170 | +$3,431,348 | IBDO, IBDN, SCHG, SCHD, JPST | 13F-HR | 18 Jul 2022, 13:26 |
| Q1 2022 | 46 | $95,680,000 | +$4,175,689 | -$2,312,579 | +$1,863,110 | IBDO, JPST, IBDN, SCHD, IBDP | 13F-HR | 18 Apr 2022, 17:30 |
| Q4 2021 | 50 | $98,723,000 | +$9,717,919 | -$19,946,418 | -$10,228,499 | IBDO, IBDN, JPST, SCHD, IBDP | 13F-HR | 08 Feb 2022, 09:47 |
| Q3 2021 | 49 | $105,899,000 | +$4,294,296 | -$8,658,736 | -$4,364,440 | IBDM, IBDN, JPST, SCHD, IBDO | 13F-HR | 15 Oct 2021, 15:29 |
| Q2 2021 | 244 | $111,163,000 | +$8,976,201 | -$3,777,731 | +$5,198,470 | IBDM, JPST, IBDN, SCHD, IBDO | 13F-HR | 30 Jul 2021, 13:15 |
| Q1 2021 | 223 | $103,484,000 | $0 | $0 | $0 | IBDM, JPST, IBDN, SCHD, IJR | 13F-HR | 29 Apr 2021, 16:54 |