The Analysis of 93 Financial Group, LLC's Holdings & P&L

Currently, 93 Financial Group, LLC holds 9 types of securities in its portfolio with a total value $224.3M. In the most recent quarter, they have increased their positions in VONG (+7.5K shares, valued at $817.7K), USRT (+11.5K shares, valued at $683.5K), SPMB (+23.2K shares, valued at $519.4K); decreased their positions in SCHA (-59.5K shares, valued at $1.7M), SCHM (-33.5K shares, valued at $1.0M), SCHE (-22.3K shares, valued at $735.1K).

1M P&L

-175.4K-0.07%

3M P&L

+8.4M+3.42%

HY P&L

+18.2M+7.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A224.3M

100.0%

Top Industries by Stock Count

1N/A9 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONG VANGUARD SCOTTSDALE FDS599.2K shares1.26%2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR1.6M shares-2.07%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR1.6M shares-3.57%2026-03-312026-05-05

USRT ISHARES TR376.9K shares3.16%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR623.0K shares-3.46%2026-03-312026-05-05

SPMB SPDR SERIES TRUST779.7K shares3.07%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR76.2K shares-0.38%2026-03-312026-05-05

CWB SPDR SERIES TRUST3.1K shares-5.48%2026-03-312026-05-05

Sponsored

SCHP SCHWAB STRATEGIC TR8.1K shares-1.05%2026-03-312026-05-05

VONG

VANGUARD SCOTTSDALE FDS

1.26%

Shares599.2K

Event2026-03-31

Filed2026-05-05

SCHM

SCHWAB STRATEGIC TR

-2.07%

Shares1.6M

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

-3.57%

Shares1.6M

Event2026-03-31

Filed2026-05-05

USRT

ISHARES TR

3.16%

Shares376.9K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

-3.46%

Shares623.0K

Event2026-03-31

Filed2026-05-05

SPMB

SPDR SERIES TRUST

3.07%

Shares779.7K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

-0.38%

Shares76.2K

Event2026-03-31

Filed2026-05-05

CWB

SPDR SERIES TRUST

-5.48%

Shares3.1K

Event2026-03-31

Filed2026-05-05

SCHP

SCHWAB STRATEGIC TR

-1.05%

Shares8.1K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available