Institutional Manager · CIK 0002112320
93 Financial Group, LLC
WOBURN, MA · File #028-26669
Latest AUM
$229.6M
Positions
9
Top-10 Concentration
100.0%
Filings
1
Filing History
View all filings →Top 9 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C680 | 591,744 | $72.0M | 31.37% |
| 2 | SCHWAB STRATEGIC TR | 808524508 | 1,616,678 | $48.6M | 21.17% |
| 3 | SCHWAB STRATEGIC TR | 808524607 | 1,668,160 | $47.5M | 20.69% |
| 4 | SCHWAB STRATEGIC TR | 808524706 | 645,316 | $21.1M | 9.20% |
| 5 | ISHARES TR | 464288521 | 365,381 | $20.8M | 9.06% |
| 6 | SPDR SERIES TRUST | 78464A383 | 756,474 | $17.0M | 7.38% |
| 7 | SCHWAB STRATEGIC TR | 808524201 | 76,464 | $2.1M | 0.90% |
| 8 | SPDR SERIES TRUST | 78464A359 | 3,282 | $292,760 | 0.13% |
| 9 | SCHWAB STRATEGIC TR | 808524870 | 8,193 | $217,036 | 0.09% |