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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 798.0 $261K 0.20% $327.33 +8.2%
22 HD HOME DEPOT INC Consumer Cyclical 736.0 $260K 0.20% $352.68 -6.8%
23 IWB ISHARES TR 629.0 $258K 0.20% $409.50 +3.1%
24 QQQ INVESCO QQQ TR Financial Services 336.0 $247K 0.19% NEW $736.40 -2.1%
25 VCSH VANGUARD SCOTTSDALE FDS 2,973.0 $235K 0.18% +71.0 +2.5% $79.02 -0.4%
26 MGC VANGUARD WORLD FD 858.0 $235K 0.18% -165.0 -16.1% $273.63 +3.3%
27 GOOGL ALPHABET INC Communication Services 600.0 $214K 0.17% NEW $357.37 -4.7%
Page 2 of 2  ·  27 positions

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%