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Sarah H Schmidt

Scissortail Wealth Management, Llc

Assets Managed
$497.623M
Holdings
115
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
13.48%(2Q avg: 4.54%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Scissortail Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Scissortail Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 497.623M in assets, with a quarterly growth rate of 13.48% and a 2-quarter average growth rate of 4.54%. The portfolio is managed by Sarah H Schmidt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -10.58%
7.01%
$34.848M
108,648 shares@ $320.75 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 67.46%
4.72%
$23.443M
111,026 shares@ $211.15 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 11.75%
4.17%
$20.723M
356,186 shares@ $58.19 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -8.51%
4.01%
$19.931M
176,208 shares@ $113.11 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
New Position
3.97%
$19.749M
198,947 shares@ $99.27 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -4.08%
3.19%
$15.863M
211,226 shares@ $75.11 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 13.95%
2.89%
$14.335M
276,049 shares@ $51.94 avg price
IBTG
Ishares Ibonds Dec 2026 Term
Recent Activity
Increased 16.54%
2.83%
$14.049M
613,073 shares@ $22.92 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.37%
2.75%
$13.636M
53,730 shares@ $253.8 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -18.35%
2.56%
$12.708M
66,255 shares@ $191.82 avg price

1-10 of 115