IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Schaeffer Financial LLC

Q4 2021 Holdings

Filed 2022-02-07 | 12 holdings | $638.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Costco Whsl Corp New(COST)COM22160K105$560.0K98787.7%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$17.8K219,2752.8%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$14.1K125,0832.2%
Spdr Index SHS FDS(SPGM)PORTFLI MSCI GBL78463X475$11.8K203,7361.8%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$8.5K105,4561.3%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$7.1K43,5131.1%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$6.1K35,3030.9%
Invesco Exch Traded FD TR II(SPLV)S&P500 LOW VOL46138E354$6.0K87,8690.9%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$5.9K50,6120.9%
Home Depot Inc(HD)COM437076102$5561,3400.1%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$34811,7570.1%
Vanguard Index FDS(VXF)EXTEND MKT ETF922908652$2121,1570.0%