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  Name: Paradigm Strategies in Wealth Management LLC
  City: Maple Grove
  State: MN
  Zip: 55369
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $162,094,000
  Total Value Change : $10,066,000
  Securities Held Change : 4
   
All Securities Held : 50
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 22
  Unchanged Positions : 9
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 4 - $94.70 $18,252,000 196,848 11.26% 1,919,000 -34 0.019    Closed - End Fund - Debt
   (IBDT)1 Year Chart         IBDT Ishares Ibonds Dec 2028 Ter... 6 - $24.44 $6,129,000 246,091 3.78% -2,371,000 -92,679 0.344    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 7 - $167.86 $4,775,000 29,428 2.95% 418,000 -302 0.001    Cleaning Products
   (IBDP)1 Year Chart         IBDP Ishares Ibonds Dec 2024 Ter... 8 - $25.07 $4,753,000 189,756 2.93% -3,405,000 -137,726 0.048    N/A
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 10 - $80.42 $3,796,000 46,622 2.34% 250,000 -454 0.037    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 12 - $189.84 $3,273,000 19,085 2.02% -420,000 -95 0    Personal Computers
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 13 - $24.78 $1,863,000 75,090 1.15% -132,000 -5,483 0.024    N/A
   (IBMQ)1 Year Chart         IBMQ Ishares Ibonds Dec 2028 Ter... 21 - $0.00 $644,000 25,472 0.4% -26,000 -723 0.028    N/A
   (IBMM)1 Year Chart         IBMM Ishares Ibonds Dec 2024 Ter... 23 - $0.00 $527,000 20,309 0.33% -785,000 -30,297 0.03    N/A
   (XLU)1 Year Chart         XLU SPDR Utilities Select 24 - $72.28 $477,000 7,266 0.29% 13,000 -56 0.001    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 25 - $451.98 $471,000 1,061 0.29% 36,000 -2 0    Closed - End Fund - Debt
   (IBMN)1 Year Chart         IBMN Ishares Ibonds Dec 2025 Ter... 30 - $0.00 $407,000 15,394 0.25% -420,000 -15,768 0.017    N/A
   (TECH)1 Year Chart         TECH Techne Corp 40 - $82.84 $255,000 3,625 0.16% -82,000 -748 0.002    Biotechnology
      13 Records Found
  1    
Page 1 of 1
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