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Portfolio (Quarterly) Guide ↗

Schaeffer Financial LLC

· CIK 0001898838
13F Portfolio $129M AUM 27 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 7 Added 6 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPGM SPDR INDEX SHS FDS 226,929.0 $19.4M 15.03% -24K -9.7% $85.67 +2.8%
2 SPLV INVESCO EXCH TRADED FD TR II 35,733.0 $2.7M 2.07% -731.0 -2.0% $74.90 +0.3%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,198.0 $895K 0.69% -49.0 -3.9% $746.95 +3.2%
4 VIG VANGUARD SPECIALIZED FUNDS 3,345.0 $792K 0.61% -168.0 -4.8% $236.65 +2.8%
5 OEF ISHARES TR 1,078.0 $394K 0.30% -22.0 -2.0% $365.87 +4.1%
6 MGC VANGUARD WORLD FD 858.0 $235K 0.18% -165.0 -16.1% $273.63 +3.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.7%
Technology 30.1%
Industrials 12.1%
Consumer Defensive 11.4%
Consumer Cyclical 6.4%
Communication Services 5.3%