Schaeffer Financial LLC: summary

Schaeffer Financial LLC reported 30 positions with a reported value of $131.02M in its 13F for Q3 2026. Compared with Q2 2026: 4 new positions, 1 exited.

Top positions

• ISHARES TR
• SCHWAB U.S. BROAD MARKET ETF
• SPDR INDEX SHS FDS
• SCHWAB US DIVIDEND EQUITY ETF
• SCHWAB U.S. LARGE-CAP GROWTH ETF
• SCHWAB U.S. MID-CAP ETF
• SCHWAB U.S. LARGE-CAP VALUE ETF
• VANGUARD S&P 500 ETF
• MICROSOFT CORP COM
• EXXONMOBIL HOLDINGS CORP COM SHS