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Paradigm, Strategies in Wealth Management

Latest statistics and disclosures from Paradigm, Strategies in Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPST, SCHF, SCHD, SCHG, IJR, and represent 63.52% of Paradigm, Strategies in Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JPST (+$6.4M), IBDU, IBDW, IBDV, JMST, JEPI, DIS, SCHD, LLY, IJH.
Started 4 new stock positions in LLY, DIS, IJH, SPYV.
Reduced shares in these 10 stocks: IBDP, IBDT, IBMM, IBMN, IBDQ, SPEM, IBDX, TECH, PG, SCHM.
Paradigm, Strategies in Wealth Management was a net buyer of stock by $4.4M.
Paradigm, Strategies in Wealth Management has $162M in assets under management (AUM), dropping by 6.62%.
Central Index Key (CIK): 0001859579

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Portfolio Holdings for Paradigm, Strategies in Wealth Management

Paradigm, Strategies in Wealth Management holds 50 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	17.4	$28M	+29%	560k	50.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	13.7	$22M		569k	39.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	11.3	$18M		228k	80.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.3	$18M		197k	92.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	9.8	$16M		144k	110.52	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	3.8	$6.2M		249k	24.81	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	3.8	$6.1M	-27%	246k	24.91	View chart
Procter & Gamble Company (PG)	2.9	$4.8M		29k	162.25	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	2.9	$4.8M	-42%	190k	25.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$3.9M		7.4k	523.04	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.3	$3.8M		47k	81.43	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.1	$3.4M	+27%	67k	50.74	View chart
Apple (AAPL)	2.0	$3.3M		19k	171.48	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.2	$1.9M	+100%	82k	22.82	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	1.1	$1.9M	-6%	75k	24.81	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.1	$1.8M	+3%	75k	23.85	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.1	$1.7M		3.1k	556.35	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.0	$1.7M	+8%	71k	23.80	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.9	$1.4M	+141%	66k	21.40	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.7	$1.1M	+396%	54k	20.49	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$852k		17k	49.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$720k	+119%	12k	57.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$719k		1.7k	420.52	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.4	$644k	-2%	26k	25.27	View chart
Amazon (AMZN)	0.4	$572k	+19%	3.2k	180.38	View chart
Ishares Tr Ibonds Dec (IBMM)	0.3	$527k	-59%	20k	25.95	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$477k		7.3k	65.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$471k		1.1k	444.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$470k		1.6k	288.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$442k	-18%	12k	36.19	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$441k		1.1k	397.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$408k		1.2k	337.05	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.3	$407k	-50%	15k	26.46	View chart
UnitedHealth (UNH)	0.2	$363k		733.00	494.88	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$347k		14k	25.35	View chart
Polaris Industries (PII)	0.2	$328k		3.3k	100.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$323k		1.7k	186.81	View chart
Costco Wholesale Corporation (COST)	0.2	$300k		409.00	732.63	View chart
Starbucks Corporation (SBUX)	0.2	$287k	+8%	3.1k	91.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$281k	+23%	1.9k	150.93	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$267k		11k	25.17	View chart
Walt Disney Company (DIS)	0.2	$260k	NEW	2.1k	122.34	View chart
Bio-techne Corporation (TECH)	0.2	$255k	-17%	3.6k	70.39	View chart
JPMorgan Chase & Co. (JPM)	0.1	$243k		1.2k	200.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$231k		2.7k	84.44	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$231k		2.8k	82.96	View chart
Eli Lilly & Co. (LLY)	0.1	$219k	NEW	281.00	777.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$217k	NEW	3.6k	60.74	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$200k	NEW	4.0k	50.10	View chart
Microvision Inc Del Com New (MVIS)	0.0	$31k		17k	1.84	View chart

Past Filings by Paradigm, Strategies in Wealth Management

SEC 13F filings are viewable for Paradigm, Strategies in Wealth Management going back to 2021

Paradigm, Strategies in Wealth Management 2024 Q1 filed May 2, 2024
Paradigm, Strategies in Wealth Management 2023 Q4 filed Jan. 26, 2024
Paradigm, Strategies in Wealth Management 2023 Q3 filed Oct. 25, 2023
Paradigm, Strategies in Wealth Management 2023 Q2 filed July 19, 2023
Paradigm, Strategies in Wealth Management 2023 Q1 filed May 2, 2023
Paradigm, Strategies in Wealth Management 2022 Q4 filed Jan. 20, 2023
Paradigm, Strategies in Wealth Management 2022 Q3 filed Nov. 9, 2022
Paradigm, Strategies in Wealth Management 2022 Q2 filed July 18, 2022
Paradigm, Strategies in Wealth Management 2022 Q1 filed April 18, 2022
Paradigm, Strategies in Wealth Management 2021 Q4 filed Feb. 8, 2022
Paradigm, Strategies in Wealth Management 2021 Q3 filed Oct. 15, 2021
Paradigm, Strategies in Wealth Management 2021 Q2 filed July 30, 2021
Paradigm, Strategies in Wealth Management 2021 Q1 filed April 29, 2021

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