0001941260-25-000008.txt : 20250703 0001941260-25-000008.hdr.sgml : 20250703 20250703132353 ACCESSION NUMBER: 0001941260-25-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250703 DATE AS OF CHANGE: 20250703 EFFECTIVENESS DATE: 20250703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Higgins & Schmidt Wealth Strategies LLC CENTRAL INDEX KEY: 0001941260 ORGANIZATION NAME: EIN: 273313758 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25473 FILM NUMBER: 251104778 BUSINESS ADDRESS: STREET 1: 1934 MARKET STREET CITY: DENVER STATE: CO ZIP: 80202 BUSINESS PHONE: 720-287-0918 MAIL ADDRESS: STREET 1: 1934 MARKET STREET CITY: DENVER STATE: CO ZIP: 80202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001941260 XXXXXXXX 06-30-2025 06-30-2025 Higgins & Schmidt Wealth Strategies LLC

1934 MARKET STREET DENVER CO 80202

13F HOLDINGS REPORT 028-25473 000286063 801-119622 N Laura Schmidt 720.287.0918 Laura Schmidt Denver CO 07-03-2025 0 50 180628941 false INFORMATION TABLE 2 13ffiling.xml ALPHABET INC CAP STK CL C 02079K107 315435 1778 SH SOLE 0 0 0 1778 AMAZON COM INC COM 023135106 550669 2510 SH SOLE 0 0 0 2510 AMERICAN CENTY ETF TR US SML CP VALU 025072877 6235291 68444 SH SOLE 0 0 0 68444 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5184775 65398 SH SOLE 0 0 0 65398 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 8898325 129827 SH SOLE 0 0 0 129827 APPLE INC COM 037833100 1141019 5561 SH SOLE 0 0 0 5561 ASGN INC COM 00191U102 263131 5270 SH SOLE 0 0 0 5270 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 398331 820 SH SOLE 0 0 0 820 DAKOTA GOLD CORP COM 46655E100 194596 52736 SH SOLE 0 0 0 52736 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 490788 16536 SH SOLE 0 0 0 16536 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 679156 23077 SH SOLE 0 0 0 23077 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 1564006 19526 SH SOLE 0 0 0 19526 FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 33737J182 353221 14382 SH SOLE 0 0 0 14382 FIRST TR EXCHANGE-TRADED ALP COM SHS 33735B108 551758 4804 SH SOLE 0 0 0 4804 FIRST TR EXCHANGE-TRADED ALP COM SHS 33735K108 280804 1860 SH SOLE 0 0 0 1860 FIRST TR EXCHANGE-TRADED FD SHS 33734H106 5546364 124080 SH SOLE 0 0 0 124080 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 810747 3570 SH SOLE 0 0 0 3570 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 325496 1791 SH SOLE 0 0 0 1791 INVESCO QQQ TR UNIT SER 1 46090E103 3072396 5570 SH SOLE 0 0 0 5570 ISHARES INC ESG AWR MSCI EM 46434G863 256955 6560 SH SOLE 0 0 0 6560 ISHARES INC CORE MSCI EMKT 46434G103 411746 6859 SH SOLE 0 0 0 6859 ISHARES TR MSCI USA MIN VOL 46429B697 522668 5568 SH SOLE 0 0 0 5568 ISHARES TR ESG AW MSCI EAFE 46435G516 677180 7590 SH SOLE 0 0 0 7590 ISHARES TR CORE MSCI INTL 46435G326 6956844 91489 SH SOLE 0 0 0 91489 ISHARES TR ESG AWR MSCI USA 46435G425 1752135 12950 SH SOLE 0 0 0 12950 ISHARES TR ESG AWRE 1 5 YR 46435G243 217947 8659 SH SOLE 0 0 0 8659 ISHARES TR ESG AWRE USD ETF 46435G193 328612 14146 SH SOLE 0 0 0 14146 ISHARES TR CORE S&P MCP ETF 464287507 2140118 34507 SH SOLE 0 0 0 34507 ISHARES TR CORE S&P SCP ETF 464287804 1187068 10862 SH SOLE 0 0 0 10862 ISHARES TR S&P 500 GRWT ETF 464287309 7924457 71975 SH SOLE 0 0 0 71975 ISHARES TR RUS 1000 VAL ETF 464287598 920844 4741 SH SOLE 0 0 0 4741 ISHARES TR RUS 1000 GRW ETF 464287614 795663 1874 SH SOLE 0 0 0 1874 ISHARES TR RUS MID CAP ETF 464287499 885947 9633 SH SOLE 0 0 0 9633 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 1927223 38824 SH SOLE 0 0 0 38824 JPMORGAN CHASE & CO. COM 46625H100 262658 906 SH SOLE 0 0 0 906 MICROSOFT CORP COM 594918104 765922 1540 SH SOLE 0 0 0 1540 NVIDIA CORPORATION COM 67066G104 559601 3542 SH SOLE 0 0 0 3542 PIMCO ETF TR INTER MUN BD ACT 72201R866 2527606 49214 SH SOLE 0 0 0 49214 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2420928 56643 SH SOLE 0 0 0 56643 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 26793310 661727 SH SOLE 0 0 0 661727 SPDR S&P 500 ETF TR TR UNIT 78462F103 365149 591 SH SOLE 0 0 0 591 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 31318059 328557 SH SOLE 0 0 0 328557 SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 444803 5939 SH SOLE 0 0 0 5939 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 29542569 564436 SH SOLE 0 0 0 564436 SPDR SERIES TRUST PORTFLI INTRMDIT 78464A672 8212921 285468 SH SOLE 0 0 0 285468 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 352765 4853 SH SOLE 0 0 0 4853 SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 11076174 203681 SH SOLE 0 0 0 203681 SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 1465730 34407 SH SOLE 0 0 0 34407 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 309576 545 SH SOLE 0 0 0 545 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 449455 2196 SH SOLE 0 0 0 2196