SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Schaeffer Financial LLC

CIK 0001898838 · 4612 GREAT OAK ROAD, ROCKVILLE, MD, 20853 · 3019335550

Reported Value
$94M
Q4 2023
Positions
18
Filings on Record
14
2019–present window
Filed
Feb 9, 2024
original filing

Summary

Schaeffer Financial LLC reported $94M in U.S.-listed holdings across 18 positions for Q4 2023.

Its largest position, Schwab Strategic Tr, represents 17.4% of the portfolio.

Compared with Q3 2022, the fund opened 8 new positions and exited 1.

Portfolio Metrics

Turnover
+23.7%
vs prior filed quarter
Top-10 Concentration
+97.6%
share of reported value
Largest Position
+17.4%
Schwab Strategic Tr
New / Exited
8 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $79MQ4 ’21Q1 ’22: $74MQ2 ’22: $62MQ2 ’22Q3 ’22: $54MQ4 ’23: $94MQ4 ’23Q1 ’24: $100MQ2 ’24: $92MQ2 ’24Q3 ’24: $98MQ4 ’24: $100MQ4 ’24Q1 ’25: $91MQ2 ’25: $102MQ2 ’25Q3 ’25: $110MQ4 ’25: $115MQ4 ’25Q1 ’26: $119Mfilingsflow.com

Portfolio Composition

By security type
ETP: 99.1%Common Stock: 0.9%
  • ETP · 99.1% · $94M
  • Common Stock · 0.9% · $809,175

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+288.6K288.6K+$15M$15M
SCHWAB STRATEGIC TRNEW+112.2K112.2K+$8M$8M
INVESCO EXCHANGE TRADED FD TNEW+188.4K188.4K+$6M$6M
SCHWAB STRATEGIC TRNEW+36.9K36.9K+$3M$3M
SCHWAB STRATEGIC TRNEW+10.5K10.5K+$471,510$471,510
AAPLAPPLE INCNEW+1.2K1.2K+$228,695$228,695
ISHARES TRNEW+1.0K1.0K+$228,305$228,305
SPDR S&P 500 ETF TRNEW+467467+$221,874$221,874

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

11 positions
#IssuerClass% PortfolioValueShares
1SCHWAB STRATEGIC TRUS DIVIDEND EQ · US BRD MKT ETF · US LCAP GR ETF · US MID-CAP ETF · US LCAP VA ETF · 5 10YR CORP BD · EMRG MKTEQ ETF58.64%$55M807.4K
2ISHARES TRISHS 1-5YR INVS · S&P 100 ETF15.91%$15M289.6K
3SPDR INDEX SHS FDSPORTFLI MSCI GBL14.30%$13M243.9K
4INVESCO EXCHANGE TRADED FD TS&P500 EQL REL6.64%$6M188.4K
5INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL2.48%$2M37.3K
6VANGUARD SPECIALIZED FUNDSDIV APP ETF0.65%$612,4703.6K
7COSTCOSTCO WHSL CORP NEWCOM0.34%$325,419493
8VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD0.29%$274,3063.5K
9HDHOME DEPOT INCCOM0.27%$255,061736
10AAPLAPPLE INCCOM0.24%$228,6951.2K
11SPDR S&P 500 ETF TRTR UNIT0.24%$221,874467

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$119M25Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$115M21Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$110M20Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$102M18Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$91M15May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$100M19Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$98M15Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$92M16Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$100M18May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$94M18Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2022$54M11Nov 3, 202213F-HRchanges · EDGAR ↗
Q2 2022$62M11Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$74M11May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$79M12Feb 7, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Financial Services Advisory Inc028-18565

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.