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Global Strategic Investment Solutions

Latest statistics and disclosures from Global Strategic Investment Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, VONV, VONG, SPDW, IEMG, and represent 35.23% of Global Strategic Investment Solutions's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$8.9M), VONV (+$6.2M), EAPR, MUB, ICSH, JMST, IEMG, VONG, PMAR, JPST.
Started 12 new stock positions in CVNA, EAPR, BTBT, BLK, PAPR, Ishares Bitcoin Tr, KJAN, TRV, COHR, PMAR. QCOM, JPST.
Reduced shares in these 10 stocks: SHYG (-$8.8M), SHYD (-$7.3M), IEFA (-$5.5M), EOCT, IOCT, VTWO, POCT, KOCT, SCHA, VB.
Sold out of its positions in IDEC, SHYG, LMT, MCD, MS, OBDC.
Global Strategic Investment Solutions was a net seller of stock by $-641k.
Global Strategic Investment Solutions has $862M in assets under management (AUM), dropping by 5.64%.
Central Index Key (CIK): 0001760076

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Portfolio Holdings for Global Strategic Investment Solutions

Global Strategic Investment Solutions holds 148 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	11.8	$102M	-5%	1.4M	74.22	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	8.6	$74M	+9%	941k	78.64	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	6.3	$55M	+4%	629k	86.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.6	$39M		1.1M	35.84	View chart
Ishares Core Msci Emkt (IEMG)	4.0	$34M	+7%	668k	51.60	View chart
Vanguard Index Fds Growth Etf (VUG)	4.0	$34M		99k	344.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	3.8	$33M	-4%	870k	37.49	View chart
Ishares Tr National Mun Etf (MUB)	3.7	$32M	+15%	297k	107.60	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	3.2	$28M	+15%	543k	50.74	View chart
Ishares Tr Blackrock Ultra (ICSH)	3.1	$27M	+18%	528k	50.56	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.0	$26M		706k	36.19	View chart
Innovator Etfs Trust International Dv (IOCT)	2.8	$24M	-15%	820k	28.92	View chart
Ishares Tr Core Total Usd (IUSB)	2.6	$23M	+66%	493k	45.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$17M		181k	92.72	View chart
Ishares Tr Core Msci Intl (IDEV)	1.9	$16M		238k	67.13	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.8	$16M	-3%	499k	31.15	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	1.8	$15M	-3%	29k	523.07	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.7	$15M		163k	90.44	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$15M		90k	162.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.5	$13M		176k	75.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.4	$12M	-2%	337k	36.60	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.4	$12M	-21%	141k	85.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$12M		105k	110.52	View chart
Ishares Tr Core High Dv Etf (HDV)	1.3	$11M		102k	110.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.1	$9.7M		83k	117.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$9.5M		189k	50.17	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.9	$7.8M	-38%	324k	24.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$7.6M	+3%	22k	337.05	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.8	$6.6M	-18%	233k	28.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$6.5M	-3%	54k	120.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$5.9M		73k	80.63	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.6	$5.4M	-8%	172k	31.29	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.6	$5.2M		183k	28.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$4.6M	+7%	122k	37.98	View chart
Apple (AAPL)	0.5	$4.6M	-13%	27k	171.48	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.5	$4.5M	NEW	181k	25.11	View chart
Microsoft Corporation (MSFT)	0.5	$4.0M	+4%	9.4k	420.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$3.9M	-26%	80k	49.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$3.7M		7.6k	480.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.2M		81k	39.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.1M		75k	41.77	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.4	$3.1M		76k	40.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.7M	+2%	5.1k	525.72	View chart
Vanguard World Materials Etf (VAW)	0.3	$2.6M		13k	204.42	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$2.5M		27k	94.41	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$2.3M	-28%	65k	35.38	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$2.2M		30k	73.15	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$2.0M		35k	57.93	View chart
NVIDIA Corporation (NVDA)	0.2	$2.0M	+13%	2.2k	903.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.9M	-3%	24k	79.86	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$1.8M	-3%	42k	43.04	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.8M		16k	114.14	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.7M		13k	128.40	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.7M		13k	131.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.7M		48k	34.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.6M	-36%	7.2k	228.59	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.6M	-6%	24k	67.86	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$1.5M	-31%	54k	27.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$1.4M	NEW	39k	36.81	View chart
Amazon (AMZN)	0.2	$1.4M	+18%	7.9k	180.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$1.4M	NEW	28k	50.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.4M	+8%	9.4k	150.93	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.3M		7.6k	175.27	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$1.3M		23k	57.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	+13%	6.4k	179.10	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.6k	732.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.1M	+88%	23k	50.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M		2.5k	443.98	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.1M	+8%	1.9k	581.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.0M		29k	35.55	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$973k		18k	53.80	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$961k	+8%	17k	57.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$910k	+73%	23k	39.11	View chart
Home Depot (HD)	0.1	$882k	+7%	2.3k	383.60	View chart
Exxon Mobil Corporation (XOM)	0.1	$875k	+6%	7.5k	116.24	View chart
Orthofix Medical (OFIX)	0.1	$838k		58k	14.52	View chart
Walt Disney Company (DIS)	0.1	$786k	+15%	6.4k	122.37	View chart
Charles River Laboratories (CRL)	0.1	$736k		2.7k	270.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$735k	-4%	4.8k	152.26	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$707k	-21%	30k	23.80	View chart
Stryker Corporation (SYK)	0.1	$704k		2.0k	357.87	View chart
Meta Platforms Cl A (META)	0.1	$699k	+6%	1.4k	485.59	View chart
Visa Com Cl A (V)	0.1	$688k	+8%	2.5k	279.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$677k	-13%	2.7k	249.86	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$666k	-4%	24k	28.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$642k	-5%	25k	25.25	View chart
Dbx Etf Tr Xtrack Msci All (HDAW)	0.1	$622k		25k	24.91	View chart
Applied Materials (AMAT)	0.1	$600k	-4%	2.9k	206.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$596k		2.9k	208.28	View chart
Ishares Bitcoin Tr SHS	0.1	$574k	NEW	14k	40.47	View chart
Illinois Tool Works (ITW)	0.1	$564k		2.1k	268.33	View chart
JPMorgan Chase & Co. (JPM)	0.1	$554k	+26%	2.8k	200.31	View chart
Ecolab (ECL)	0.1	$525k		2.3k	230.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$514k	+3%	15k	34.52	View chart
Deere & Company (DE)	0.1	$502k	+16%	1.2k	410.74	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$492k		8.0k	61.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$483k	+401%	7.9k	60.74	View chart
Marathon Petroleum Corp (MPC)	0.1	$455k		2.3k	201.50	View chart
Palantir Technologies Cl A (PLTR)	0.1	$455k	+5%	20k	23.01	View chart
Union Pacific Corporation (UNP)	0.1	$448k	-5%	1.8k	245.98	View chart
Procter & Gamble Company (PG)	0.1	$442k		2.7k	162.23	View chart
Dollar Tree (DLTR)	0.1	$438k		3.3k	133.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$437k	+15%	1.0k	420.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$425k	-21%	10k	42.13	View chart
UnitedHealth (UNH)	0.0	$407k		822.00	494.67	View chart
Broadcom (AVGO)	0.0	$403k	-12%	304.00	1325.41	View chart
Motorola Solutions Com New (MSI)	0.0	$397k		1.1k	354.98	View chart
Oracle Corporation (ORCL)	0.0	$394k	-7%	3.1k	125.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$389k		5.1k	76.19	View chart
Adobe Systems Incorporated (ADBE)	0.0	$382k	+11%	757.00	504.60	View chart
Catalent (CTLT)	0.0	$379k		6.7k	56.45	View chart
Kla Corp Com New (KLAC)	0.0	$374k		536.00	698.57	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.0	$367k	+29%	6.7k	55.02	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.0	$362k	-2%	14k	25.22	View chart
Nike CL B (NKE)	0.0	$360k	-4%	3.8k	93.98	View chart
Eli Lilly & Co. (LLY)	0.0	$359k	+19%	461.00	778.62	View chart
Johnson & Johnson (JNJ)	0.0	$357k		2.3k	158.14	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$343k	-95%	15k	22.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$333k		1.3k	259.81	View chart
Tesla Motors (TSLA)	0.0	$332k	+9%	1.9k	175.80	View chart
salesforce (CRM)	0.0	$331k	+27%	1.1k	301.18	View chart
Pepsi (PEP)	0.0	$331k		1.9k	175.01	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$322k		9.6k	33.51	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$314k		3.7k	84.09	View chart
BlackRock (BLK)	0.0	$310k	NEW	372.00	832.65	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$310k		12k	25.28	View chart
Nextera Energy (NEE)	0.0	$309k	+19%	4.8k	63.90	View chart
Qualys (QLYS)	0.0	$304k		1.8k	166.87	View chart
Carvana Cl A (CVNA)	0.0	$303k	NEW	3.5k	87.91	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$299k		2.7k	110.13	View chart
Hubspot (HUBS)	0.0	$295k		470.00	626.56	View chart
AmerisourceBergen (COR)	0.0	$294k		1.2k	242.99	View chart
Honeywell International (HON)	0.0	$290k	-4%	1.4k	205.20	View chart
Abbott Laboratories (ABT)	0.0	$283k	-6%	2.5k	113.66	View chart
Hirequest (HQI)	0.0	$276k		21k	12.95	View chart
Coherent Corp (COHR)	0.0	$267k	NEW	4.4k	60.62	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$260k	NEW	7.3k	35.37	View chart
Mastercard Incorporated Cl A (MA)	0.0	$250k	-8%	519.00	481.57	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$243k		1.0k	238.22	View chart
Republic Services (RSG)	0.0	$233k	-2%	1.2k	191.44	View chart
Travelers Companies (TRV)	0.0	$227k	NEW	985.00	230.14	View chart
Qualcomm (QCOM)	0.0	$226k	NEW	1.3k	169.34	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$226k		2.4k	93.19	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$223k		3.0k	73.29	View chart
Nordson Corporation (NDSN)	0.0	$213k		776.00	274.54	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$207k	NEW	6.2k	33.59	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$42k	-50%	13k	3.37	View chart
Bit Digital SHS (BTBT)	0.0	$29k	NEW	10k	2.87	View chart

Past Filings by Global Strategic Investment Solutions

SEC 13F filings are viewable for Global Strategic Investment Solutions going back to 2019

Global Strategic Investment Solutions 2024 Q1 filed April 30, 2024
Global Strategic Investment Solutions 2023 Q4 filed Jan. 12, 2024
Global Strategic Investment Solutions 2023 Q3 filed Oct. 13, 2023
Global Strategic Investment Solutions 2023 Q2 filed Aug. 7, 2023
Global Strategic Investment Solutions 2023 Q1 filed April 20, 2023
Global Strategic Investment Solutions 2022 Q4 filed Jan. 20, 2023
Global Strategic Investment Solutions 2022 Q3 filed Oct. 27, 2022
Global Strategic Investment Solutions 2022 Q2 filed July 19, 2022
Global Strategic Investment Solutions 2022 Q1 filed April 19, 2022
Global Strategic Investment Solutions 2021 Q4 filed Feb. 14, 2022
Global Strategic Investment Solutions 2021 Q3 filed Nov. 15, 2021
Global Strategic Investment Solutions 2021 Q2 filed Aug. 5, 2021
Global Strategic Investment Solutions 2021 Q1 filed April 30, 2021
Global Strategic Investment Solutions 2020 Q4 filed Feb. 8, 2021
Global Strategic Investment Solutions 2020 Q3 filed Oct. 13, 2020
Global Strategic Investment Solutions 2020 Q2 filed Aug. 11, 2020

View all past filings

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