93 Financial Group, LLC

Est. AUM

$224.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$65.7M	599199	29.31%	SOLE
2	SCHWAB STRATEGIC TR	US MID-CAP ETF	$49.0M	1583141	21.86%	SOLE
3	SCHWAB STRATEGIC TR	US SML CAP ETF	$46.8M	1608645	20.86%	SOLE
4	ISHARES TR	CRE U S REIT ETF	$22.3M	376929	9.95%	SOLE
5	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$20.5M	623006	9.15%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$17.5M	779674	7.78%	SOLE
7	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	76175	0.87%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$284K	3102	0.13%	SOLE
9	SCHWAB STRATEGIC TR	US TIPS ETF	$216K	8107	0.10%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.