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Kristina Bentzen

Paradigm, Strategies In Wealth Management, Llc

Assets Managed
$147.407M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-3.26%(2Q avg: -2.83%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Paradigm, Strategies In Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Paradigm, Strategies In Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.407M in assets, with a quarterly growth rate of -3.26% and a 2-quarter average growth rate of -2.83%. The portfolio is managed by Kristina Bentzen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -6.61%
13.32%
$19.63M
639,830 shares@ $30.69 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -4.55%
12.94%
$19.062M
654,383 shares@ $29.13 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Decreased -8.71%
11.44%
$16.857M
396,691 shares@ $42.5 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -6.61%
11.02%
$16.232M
130,575 shares@ $124.31 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -10.96%
8.97%
$13.217M
261,146 shares@ $50.62 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -2.74%
5.21%
$7.678M
310,234 shares@ $24.76 avg price
IBDZ
Isharesibondsdec2034tmcorp
Recent Activity
Decreased -9.89%
3.46%
$5.091M
195,359 shares@ $26.06 avg price
IBCA
Ishares Ibonds Dec 2035 Tc
Recent Activity
Increased 92.11%
2.59%
$3.805M
148,383 shares@ $25.64 avg price
PG
Procter & Gamble Co The
Recent Activity
Increased 0.02%
2.57%
$3.786M
26,215 shares@ $144.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.41%
2.56%
$3.764M
5,788 shares@ $650.33 avg price

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