93 Financial Group
WOBURN, MAfiles as 93 Financial Group, LLC
$253m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.8% of the portfolio this quarter.
Value
$253m
Stocks
9
Top 10 share
100.0%
Turnover
1.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Spdr Series TrustSPMB7.1% of the fund+3%
- Schwab Strategic TRSCHX1.0% of the fund+11%
- Schwab Strategic TRSCHP<0.1% of the fund+3%
Cut
Sold some of their stake.
- Schwab Strategic TRSCHM21.8% of the fund-5%
- Schwab Strategic TRSCHA21.5% of the fund-6%
- Ishares TRUSRT9.2% of the fund-7%
- Spdr Series TrustCWB0.1% of the fund-10%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Scottsdale FDSVONG
- Share
- 30.3%
- Value
- $77m
- Shares
- 601,405
Held
- Schwab Strategic TRSCHM
- Share
- 21.8%
- Value
- $55m
- Shares
- 1,499,269
-5%
- Schwab Strategic TRSCHA
- Share
- 21.5%
- Value
- $55m
- Shares
- 1,508,904
-6%
- Ishares TRUSRT
- Share
- 9.2%
- Value
- $23m
- Shares
- 351,878
-7%
- Schwab Strategic TRSCHE
- Share
- 8.8%
- Value
- $22m
- Shares
- 617,288
Held
- Spdr Series TrustSPMB
- Share
- 7.1%
- Value
- $18m
- Shares
- 801,374
+3%
- Schwab Strategic TRSCHX
- Share
- 1.0%
- Value
- $2m
- Shares
- 84,839
+11%
- Spdr Series TrustCWB
- Share
- 0.1%
- Value
- $302,376
- Shares
- 2,804
-10%
- Schwab Strategic TRSCHP
- Share
- <0.1%
- Value
- $222,330
- Shares
- 8,390
+3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVONG | 30.3% | $77m | 601,405 | Held |
| Schwab Strategic TRSCHM | 21.8% | $55m | 1,499,269 | -5% |
| Schwab Strategic TRSCHA | 21.5% | $55m | 1,508,904 | -6% |
| Ishares TRUSRT | 9.2% | $23m | 351,878 | -7% |
| Schwab Strategic TRSCHE | 8.8% | $22m | 617,288 | Held |
| Spdr Series TrustSPMB | 7.1% | $18m | 801,374 | +3% |
| Schwab Strategic TRSCHX | 1.0% | $2m | 84,839 | +11% |
| Spdr Series TrustCWB | 0.1% | $302,376 | 2,804 | -10% |
| Schwab Strategic TRSCHP | <0.1% | $222,330 | 8,390 | +3% |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 10.3% since 31 December 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.