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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, IUSB, AVLV, and represent 36.24% of Global Strategic Investment Solutions's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$11M), VTEB, JMST, XLE, MUB, AVLC, XLK, NFLX, IDEV, KNX.
Started 1 new stock position in KNX.
Reduced shares in these 10 stocks: ICSH (-$7.1M), IOCT, AVLV, EOCT, OFIX, SPDW, VONV, VONG, IJAN, SCHG.
Sold out of its positions in MO, HUBS, EAPR, OFIX.
Global Strategic Investment Solutions was a net buyer of stock by $2.8M.
Global Strategic Investment Solutions has $1.0B in assets under management (AUM), dropping by 2.09%.
Central Index Key (CIK): 0001760076

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Portfolio Holdings for Global Strategic Investment Solutions

Global Strategic Investment Solutions holds 150 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	9.9	$102M		1.1M	89.46	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	8.1	$83M		903k	92.30	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.5	$77M		634k	121.75	View chart
Ishares Tr Core Univrsl Usd (IUSB)	5.6	$57M	+23%	1.2M	46.54	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.0	$51M		679k	75.77	View chart
Vanguard Index Fds Growth Etf (VUG)	4.6	$47M		97k	487.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.5	$46M		1.0M	44.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.4	$35M	+15%	692k	50.29	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.2	$33M		696k	46.81	View chart
Ishares Tr National Mun Etf (MUB)	3.1	$32M	+2%	295k	107.11	View chart
Ishares Core Msci Emkt (IEMG)	3.1	$31M		466k	67.22	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.2	$22M	+5%	432k	50.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$20M		623k	32.62	View chart
Ishares Tr Core Msci Intl (IDEV)	1.9	$20M		237k	82.48	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.8	$18M	+3%	231k	78.62	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$17M		91k	190.99	View chart
American Centy Etf Tr International Lr (AVIV)	1.6	$17M		237k	71.23	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.5	$16M		528k	29.61	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.5	$15M		145k	102.54	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.3	$13M	-35%	257k	50.58	View chart
Ishares Tr Core High Dv Etf (HDV)	1.1	$12M		95k	121.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$11M		24k	473.30	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.1	$11M		67k	167.94	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.1	$11M		423k	26.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$11M		92k	120.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$11M		168k	62.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$10M		15k	681.94	View chart
Innovator Etfs Trust International Dv (IOCT)	1.0	$10M	-13%	291k	34.86	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.8	$8.5M		145k	58.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$7.9M	-2%	77k	101.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$7.3M		51k	143.52	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.7	$6.8M	-9%	215k	31.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.7	$6.7M	-4%	153k	43.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$6.0M		219k	27.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$5.6M		120k	46.43	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$5.4M	+4%	71k	77.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$5.4M		65k	82.32	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.5	$5.0M	-6%	150k	33.51	View chart
Apple (AAPL)	0.4	$4.2M		16k	271.85	View chart
Microsoft Corporation (MSFT)	0.4	$4.2M		8.7k	483.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$4.1M		171k	24.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$3.9M	-2%	138k	28.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.6M		5.2k	684.96	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$3.6M		61k	58.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.3M	-4%	5.3k	627.14	View chart
Spdr Series Trust State Street Spd (SPYD)	0.3	$3.3M		76k	43.25	View chart
NVIDIA Corporation (NVDA)	0.3	$3.1M		17k	186.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$3.1M	-5%	70k	43.92	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$3.0M		28k	106.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.5M		7.9k	313.01	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$2.3M	-14%	64k	36.16	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.2	$2.3M	-9%	67k	33.67	View chart
Vanguard World Materials Etf (VAW)	0.2	$2.2M	-6%	11k	207.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.2M		41k	53.76	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$2.1M	+100%	46k	44.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.0M		15k	136.94	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.0M		24k	84.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.0M		21k	96.03	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$1.7M		23k	71.62	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.6M		13k	125.92	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$1.6M		34k	46.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.6M		2.6k	614.27	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.5M	-9%	15k	99.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.5M		4.8k	313.81	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$1.5M	-11%	24k	62.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.4M	-8%	35k	40.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M		6.8k	210.33	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$1.4M		55k	25.75	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.4M		6.6k	209.11	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M		1.6k	862.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.3M		5.2k	257.94	View chart
Oracle Corporation (ORCL)	0.1	$1.3M		6.8k	194.91	View chart
Amazon (AMZN)	0.1	$1.3M		5.6k	230.82	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.2M		1.8k	673.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.2M		28k	41.78	View chart
Broadcom (AVGO)	0.1	$1.1M		3.3k	346.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.1M	+6%	15k	72.68	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.0M	+100%	7.0k	143.97	View chart
Thermo Fisher Scientific (TMO)	0.1	$970k		1.7k	579.45	View chart
Tesla Motors (TSLA)	0.1	$970k		2.2k	449.72	View chart
Home Depot (HD)	0.1	$847k		2.5k	344.16	View chart
JPMorgan Chase & Co. (JPM)	0.1	$846k		2.6k	322.21	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$782k		14k	56.96	View chart
Coherent Corp (COHR)	0.1	$775k		4.2k	184.57	View chart
Applied Materials (AMAT)	0.1	$716k		2.8k	256.99	View chart
Meta Platforms Cl A (META)	0.1	$702k		1.1k	660.17	View chart
Visa Com Cl A (V)	0.1	$702k		2.0k	350.78	View chart
Exxon Mobil Corporation (XOM)	0.1	$701k		5.8k	120.34	View chart
Advanced Micro Devices (AMD)	0.1	$688k		3.2k	214.16	View chart
Stryker Corporation (SYK)	0.1	$685k		1.9k	351.47	View chart
Novo-nordisk A S Adr (NVO)	0.1	$681k		13k	50.88	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$673k		21k	31.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$666k		14k	47.02	View chart
Kla Corp Com New (KLAC)	0.1	$644k		530.00	1215.08	View chart
Spdr Series Trust State Street Spd (SPLG)	0.1	$642k		8.0k	80.22	View chart
Walt Disney Company (DIS)	0.1	$630k		5.5k	113.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$624k		15k	41.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$618k		2.1k	290.18	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$597k		10k	59.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$584k		12k	50.59	View chart
Ecolab (ECL)	0.1	$575k		2.2k	262.52	View chart
Abbvie (ABBV)	0.1	$547k		2.4k	228.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$541k		1.6k	335.29	View chart
Charles River Laboratories (CRL)	0.1	$538k		2.7k	199.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$491k	-4%	7.4k	66.00	View chart
Illinois Tool Works (ITW)	0.0	$488k		2.0k	246.30	View chart
Deere & Company (DE)	0.0	$462k		992.00	465.57	View chart
McDonald's Corporation (MCD)	0.0	$454k		1.5k	305.59	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$432k	-4%	4.8k	89.42	View chart
Motorola Solutions Com New (MSI)	0.0	$429k		1.1k	383.32	View chart
AmerisourceBergen (COR)	0.0	$408k		1.2k	337.75	View chart
Union Pacific Corporation (UNP)	0.0	$406k		1.8k	231.37	View chart
Morgan Stanley Com New (MS)	0.0	$405k		2.3k	177.53	View chart
Johnson & Johnson (JNJ)	0.0	$387k		1.9k	206.94	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$384k		2.7k	141.49	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$376k		9.6k	39.15	View chart
Marathon Petroleum Corp (MPC)	0.0	$358k		2.2k	162.63	View chart
Eli Lilly & Co. (LLY)	0.0	$352k		327.00	1074.94	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$351k	+5%	5.5k	63.77	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.0	$351k	+15%	21k	16.48	View chart
Netflix (NFLX)	0.0	$351k	+755%	3.7k	93.76	View chart
Procter & Gamble Company (PG)	0.0	$339k	-5%	2.4k	143.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$333k		662.00	502.65	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$316k		1.0k	309.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$316k		9.6k	32.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$313k		7.0k	44.94	View chart
Nextera Energy (NEE)	0.0	$312k		3.9k	80.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$306k	-3%	2.9k	104.08	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$301k		10k	29.65	View chart
Abbott Laboratories (ABT)	0.0	$293k		2.3k	125.28	View chart
Travelers Companies (TRV)	0.0	$286k		985.00	290.06	View chart
Teradyne (TER)	0.0	$285k		1.5k	193.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$279k		5.1k	54.71	View chart
Raytheon Technologies Corp (RTX)	0.0	$278k		1.5k	183.40	View chart
Honeywell International (HON)	0.0	$271k		1.4k	195.04	View chart
Pepsi (PEP)	0.0	$266k		1.9k	143.55	View chart
Wal-Mart Stores (WMT)	0.0	$262k		2.4k	111.42	View chart
Bank of America Corporation (BAC)	0.0	$262k		4.8k	55.00	View chart
Mastercard Incorporated Cl A (MA)	0.0	$259k		453.00	570.88	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$253k		3.0k	83.00	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.0	$241k	NEW	4.6k	52.28	View chart
Qualys (QLYS)	0.0	$235k		1.8k	132.90	View chart
Ss&c Technologies Holding (SSNC)	0.0	$231k		2.6k	87.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$230k		2.4k	94.16	View chart
Blackrock (BLK)	0.0	$223k		208.00	1071.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$218k		1.8k	123.23	View chart
Palantir Technologies Cl A (PLTR)	0.0	$213k		1.2k	177.75	View chart
Lockheed Martin Corporation (LMT)	0.0	$209k		432.00	484.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$208k		7.7k	26.91	View chart
Hirequest (HQI)	0.0	$184k	-5%	18k	10.51	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 2025 Q4 filed Jan. 29, 2026
Global Strategic Investment Solutions 2025 Q3 filed Nov. 10, 2025
Global Strategic Investment Solutions 2025 Q2 filed July 22, 2025
Global Strategic Investment Solutions 2025 Q1 filed April 28, 2025
Global Strategic Investment Solutions 2024 Q4 filed Feb. 6, 2025
Global Strategic Investment Solutions 2024 Q3 filed Oct. 31, 2024
Global Strategic Investment Solutions 2024 Q2 filed Aug. 14, 2024
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

View all past filings

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