Institutional Fund
93 Financial Group, LLC
Woburn, MACIK 21123202 filings on record
Portfolio Value
$224.27M
Q1 2026
Holdings
9
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-2.3%
from $229.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds29.3%
- Schwab Strategic Tr21.9%
- Schwab Strategic Tr20.9%
- Ishares Tr9.9%
- Schwab Strategic Tr9.2%
- Spdr Series Trust7.8%
- Other1.1%
Portfolio Holdings
9 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 599.2K | $65.73M | 29.3% | +7.5K | Added |
| 2 | Schwab Strategic Tr | 1.58M | $49.01M | 21.9% | −33.5K | Reduced |
| 3 | Schwab Strategic Tr | 1.61M | $46.78M | 20.9% | −59.5K | Reduced |
| 4 | Ishares Tr | 376.9K | $22.31M | 9.9% | +11.5K | Added |
| 5 | Schwab Strategic Tr | 623.0K | $20.53M | 9.2% | −22.3K | Reduced |
| 6 | Spdr Series Trust | 779.7K | $17.46M | 7.8% | +23.2K | Added |
| 7 | Schwab Strategic Tr | 76.2K | $1.95M | 0.9% | −289 | Reduced |
| 8 | Spdr Series Trust | 3.1K | $283.9K | 0.1% | −180 | Reduced |
| 9 | Schwab Strategic Tr | 8.1K | $215.7K | 0.1% | −86 | Reduced |