Strategic Investment Solutions
Latest statistics and disclosures from Strategic Investment Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, DFAW, VTV, DFAX, DFUS, and represent 32.89% of Strategic Investment Solutions's stock portfolio.
- Added to shares of these 10 stocks: VTV, SOXX, VPU, VDE, DFIV, GLW, DFAX, AZN, CRUS, VTIP.
- Started 98 new stock positions in PBF, NG, UDN, ZETA, QBTS, ADP, TRI, CLF, SATS, VLO.
- Reduced shares in these 10 stocks: AAPL, VGUS, VGIT, VXUS, VGT, SLV, DUHP, IBM, AstraZeneca, SCHD.
- Sold out of its positions in AMX, AstraZeneca, BIIB, MHD, MVF, MYD, MUJ, BLK, STEW, CNI.
- Strategic Investment Solutions was a net buyer of stock by $1.7M.
- Strategic Investment Solutions has $411M in assets under management (AUM), dropping by -1.01%.
- Central Index Key (CIK): 0001960144
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Portfolio Holdings for Strategic Investment Solutions
Strategic Investment Solutions holds 694 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Strategic Investment Solutions has 694 total positions. Only the first 250 positions are shown.
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- Download the Strategic Investment Solutions March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Uie (VUG) | 15.0 | $62M | 141k | 438.24 |
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| Dimensional World Equity Uie (DFAW) | 5.0 | $21M | 281k | 73.78 |
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| Vanguard Value Index Uie (VTV) | 4.5 | $19M | +7% | 95k | 195.62 |
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| Dimensional World Ex Uie (DFAX) | 4.2 | $17M | +2% | 509k | 33.97 |
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| Dimensional U.s. Equity Uie (DFUS) | 4.2 | $17M | 241k | 70.91 |
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| Ishares Core 30/70 Uie (AOK) | 3.8 | $16M | +2% | 397k | 39.89 |
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| Apple (AAPL) | 3.1 | $13M | -11% | 50k | 253.75 |
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| Spdr Gold Shares Uie (GLD) | 3.0 | $12M | +2% | 28k | 430.29 |
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| Vanguard Ultra-short Uie (VGUS) | 2.4 | $9.9M | -5% | 131k | 75.62 |
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| Dimensional U.s. Uie (DFAT) | 2.1 | $8.6M | 137k | 62.45 |
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| Dimensional Uie (DFIV) | 1.9 | $7.9M | +7% | 149k | 52.78 |
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| Dimensional U.s. Core Uie (DFAC) | 1.9 | $7.8M | 201k | 38.86 |
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| Ishares Silver Trust Uie (SLV) | 1.8 | $7.4M | -6% | 108k | 68.14 |
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| Vanguard Consumer Uie (VDC) | 1.6 | $6.7M | -4% | 30k | 225.83 |
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| Dimensional Us Uie (DFUV) | 1.5 | $6.3M | 130k | 48.46 |
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| Vanguard Short-term Uie (VGSH) | 1.4 | $5.9M | +4% | 101k | 58.51 |
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| Dimensional Core Fixed Uie (DFCF) | 1.3 | $5.5M | -2% | 131k | 42.22 |
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| Dimensional Ultrashort Uie (DUSB) | 1.3 | $5.5M | -3% | 109k | 50.70 |
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| Vanguard S&p 500 Etf Uie (VOO) | 1.2 | $5.0M | -4% | 8.3k | 597.54 |
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| Dimensional Us High Uie (DUHP) | 1.2 | $4.8M | -9% | 130k | 36.76 |
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| Vanguard Inter-term Uie (VGIT) | 1.1 | $4.5M | -11% | 75k | 59.59 |
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| Vanguard Energy Index Uie (VDE) | 1.1 | $4.4M | +15% | 26k | 173.04 |
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| Vanguard Small-cap Index Uie (VB) | 1.1 | $4.4M | +6% | 17k | 261.91 |
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| Dimensional Us Core Uie (DFAU) | 0.9 | $3.9M | 86k | 45.12 |
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| Vanguard Total Uie (VXUS) | 0.9 | $3.9M | -12% | 50k | 77.11 |
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| Berkshire Hathaway (BRK.B) | 0.9 | $3.9M | -7% | 8.1k | 479.19 |
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| Ishares Gold Trust Uie (IAU) | 0.9 | $3.5M | 40k | 88.17 |
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| Schwab U.s. Dividend Uie (SCHD) | 0.8 | $3.3M | -10% | 107k | 30.67 |
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| Dimensional U.s. Small Uie (DFAS) | 0.8 | $3.3M | -2% | 46k | 71.13 |
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| Costco Wholesale Corporation (COST) | 0.8 | $3.2M | 3.3k | 996.40 |
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| NVIDIA Corporation (NVDA) | 0.8 | $3.2M | +12% | 18k | 174.45 |
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| Vanguard Consumer Uie (VCR) | 0.7 | $2.9M | -5% | 8.1k | 361.74 |
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| Dimensional Uie (DFAI) | 0.7 | $2.8M | 71k | 38.96 |
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| Amazon (AMZN) | 0.7 | $2.8M | +15% | 13k | 208.26 |
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| Dimensional Us Large Cap Uie (DFLV) | 0.7 | $2.7M | 75k | 35.71 |
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| Dimensional Us Small Cap Uie (DFSV) | 0.7 | $2.7M | +3% | 77k | 35.04 |
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| Vanguard Utilities Index Uie (VPU) | 0.6 | $2.6M | +34% | 13k | 198.14 |
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| Vanguard Information Uie (VGT) | 0.6 | $2.4M | -17% | 3.5k | 697.70 |
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| Vanguard Total World Uie (VT) | 0.5 | $2.2M | 16k | 138.41 |
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| Microsoft Corporation (MSFT) | 0.5 | $2.1M | -9% | 5.8k | 370.17 |
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| Vanguard Mega Cap Growth Uie (MGK) | 0.5 | $2.0M | +3% | 5.4k | 367.84 |
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| Vanguard Ultra-short Uie (VUSB) | 0.5 | $2.0M | -5% | 40k | 49.82 |
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| Dimensional Us Uie (DFSU) | 0.5 | $1.9M | -14% | 46k | 41.11 |
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| Dimensional Uie (DFSD) | 0.5 | $1.9M | 39k | 47.88 |
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| Tesla Motors (TSLA) | 0.4 | $1.8M | -12% | 4.7k | 371.75 |
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| Vanguard Dividend Uie (VIG) | 0.4 | $1.7M | -8% | 7.8k | 215.06 |
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| Dimensional Uie (DISV) | 0.4 | $1.7M | +4% | 43k | 39.29 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.6M | -18% | 5.5k | 286.86 |
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| Procter & Gamble Company (PG) | 0.4 | $1.6M | 11k | 144.43 |
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| Vanguard Short-term Uie (VTIP) | 0.4 | $1.6M | +35% | 32k | 49.80 |
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| Ishares Core S&p 500 Uie (IVV) | 0.4 | $1.5M | 2.3k | 653.20 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.5M | 12k | 124.19 |
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| Ishares U.s. Aerospace & Uie (ITA) | 0.3 | $1.4M | 6.4k | 218.90 |
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| Ishares 10-20 Year Uie (TLH) | 0.3 | $1.4M | -4% | 14k | 100.84 |
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| F/m Us Treasury 3 Month Uie (TBIL) | 0.3 | $1.4M | +11% | 28k | 49.86 |
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| Vanguard Total Bond Uie (BND) | 0.3 | $1.3M | +13% | 18k | 73.05 |
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| Dimensional Uie (DIHP) | 0.3 | $1.3M | 39k | 32.22 |
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| Ge Vernova (GEV) | 0.3 | $1.2M | -4% | 1.4k | 873.00 |
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| Vanguard Ftse Europe Uie (VGK) | 0.3 | $1.2M | -9% | 15k | 82.37 |
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| Schwab U.s. Large-cap Uie (SCHG) | 0.3 | $1.2M | 41k | 29.12 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.1M | -8% | 5.6k | 203.50 |
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| Capital Group Dividend Uie (CGDV) | 0.3 | $1.1M | +6% | 26k | 42.54 |
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| Ishares Semiconductor Uie (SOXX) | 0.3 | $1.1M | +1485% | 3.3k | 328.66 |
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| Schwab International Uie (SCHF) | 0.3 | $1.1M | -5% | 43k | 24.75 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.0M | +5% | 6.2k | 169.68 |
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| McDonald's Corporation (MCD) | 0.3 | $1.0M | -21% | 3.1k | 338.75 |
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| General Electric (GE) | 0.2 | $1.0M | +53% | 3.6k | 283.71 |
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| Palantir Technologies (PLTR) | 0.2 | $1.0M | -7% | 6.9k | 146.25 |
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| Vaneck Morningstar Wide Uie (MOAT) | 0.2 | $953k | 10k | 95.67 |
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| Coca-Cola Company (KO) | 0.2 | $929k | 12k | 76.06 |
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| Schwab U.s. Small-cap Uie (SCHA) | 0.2 | $897k | 31k | 29.09 |
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| International Business Machines (IBM) | 0.2 | $847k | -36% | 3.5k | 242.40 |
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| Crh Public Limited Co F Fgo (CRH) | 0.2 | $837k | 8.0k | 105.12 |
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| Dimensional Us Real Uie (DFAR) | 0.2 | $830k | 35k | 23.65 |
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| Facebook Inc cl a (META) | 0.2 | $819k | -3% | 1.4k | 572.12 |
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| Vaneck Gold Miners Etf Uie (GDX) | 0.2 | $781k | +18% | 8.5k | 91.77 |
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| W.W. Grainger (GWW) | 0.2 | $778k | 714.00 | 1089.96 |
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| Vanguard Short Term Cor Uie (VCSH) | 0.2 | $741k | -4% | 9.3k | 79.27 |
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| Eli Lilly & Co. (LLY) | 0.2 | $685k | 745.00 | 919.80 |
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| Vanguard Mega Cap Value Uie (MGV) | 0.2 | $684k | 4.7k | 144.93 |
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| Dimensional Uie (DFIC) | 0.2 | $635k | +12% | 18k | 35.57 |
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| Wintrust Financial Corporation (WTFC) | 0.2 | $632k | 4.5k | 138.94 |
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| State Street Spdr Uie (BIL) | 0.2 | $622k | +8% | 6.8k | 91.64 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $618k | +26% | 900.00 | 686.12 |
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| Dimensional Emerging Uie (DFAE) | 0.1 | $585k | +12% | 17k | 33.86 |
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| Linde Plc F Fgo (LIN) | 0.1 | $578k | 1.2k | 495.76 |
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| State Street Spdr S&p Uie (SPY) | 0.1 | $576k | 886.00 | 650.32 |
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| Ishares U.s. Financials Uie (IYF) | 0.1 | $576k | +101% | 4.9k | 117.66 |
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| Chevron Corporation (CVX) | 0.1 | $568k | -38% | 2.7k | 206.90 |
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| Alphabet Inc Class A cs (GOOGL) | 0.1 | $565k | 2.0k | 287.55 |
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| Vanguard Financials Uie (VFH) | 0.1 | $562k | 4.7k | 120.64 |
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| Corning Incorporated (GLW) | 0.1 | $538k | +707% | 4.0k | 136.12 |
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| Caterpillar (CAT) | 0.1 | $521k | +10% | 736.00 | 708.46 |
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| Intel Corporation (INTC) | 0.1 | $498k | +291% | 11k | 44.13 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $480k | 1.6k | 294.16 |
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| Vanguard Small-cap Uie (VBK) | 0.1 | $468k | -4% | 1.5k | 303.89 |
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| Astrazeneca Plc F Fgo (AZN) | 0.1 | $451k | NEW | 2.3k | 197.22 |
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| Cirrus Logic (CRUS) | 0.1 | $434k | NEW | 3.0k | 144.62 |
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| Ishares U.s. Oil Uie (IEZ) | 0.1 | $431k | +785% | 15k | 28.94 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $423k | -17% | 6.5k | 65.00 |
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| Dimensional Uie (DFIP) | 0.1 | $416k | +5% | 10k | 41.72 |
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| Old National Ban (ONB) | 0.1 | $414k | -10% | 19k | 22.10 |
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| Capital Group U.s. Uie (CGMS) | 0.1 | $411k | 15k | 27.23 |
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| Dimensional Global Uie (DGCB) | 0.1 | $399k | 7.4k | 54.13 |
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| Vanguard Ftse All-world Uie (VSS) | 0.1 | $379k | 2.6k | 145.94 |
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| Vanguard Health Care Uie (VHT) | 0.1 | $375k | -14% | 1.4k | 271.43 |
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| Constellation Energy (CEG) | 0.1 | $372k | -9% | 1.3k | 279.25 |
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| Invesco Qqq Tr Uie (QQQ) | 0.1 | $365k | 633.00 | 577.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $363k | -8% | 1.9k | 192.90 |
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| Ishares U.s. Medical Uie (IHI) | 0.1 | $361k | 6.8k | 53.35 |
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| Walt Disney Company (DIS) | 0.1 | $356k | -47% | 3.7k | 96.38 |
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| Ishares Core U.s. Uie (AGG) | 0.1 | $355k | 3.7k | 96.50 |
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| BP P L C F Adr (BP) | 0.1 | $352k | +294% | 7.5k | 47.00 |
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| Merck & Co (MRK) | 0.1 | $348k | 2.9k | 120.29 |
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| United Parcel Service (UPS) | 0.1 | $342k | 3.5k | 98.39 |
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| Vanguard Communication Uie (VOX) | 0.1 | $334k | -10% | 1.9k | 179.57 |
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| Dimensional National Uie (DFNM) | 0.1 | $333k | 6.9k | 47.94 |
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| ON Semiconductor (ON) | 0.1 | $324k | NEW | 2.6k | 123.84 |
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| Ishares Core Msci Total Uie (IXUS) | 0.1 | $314k | 3.6k | 86.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $311k | +166% | 1.6k | 194.14 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $308k | +268% | 789.00 | 390.41 |
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| Fastly Inc cl a (FSLY) | 0.1 | $305k | NEW | 11k | 29.06 |
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| At&t (T) | 0.1 | $296k | +14% | 10k | 29.00 |
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| Thomson Reuters Corp F FGC (TRI) | 0.1 | $290k | NEW | 3.2k | 89.98 |
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| Schwab U.s. Mid-cap Etf Uie (SCHM) | 0.1 | $289k | 9.3k | 30.96 |
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| Goldman Sachs (GS) | 0.1 | $285k | 337.00 | 845.99 |
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| Eightco Holdings (ORBS) | 0.1 | $280k | NEW | 300k | 0.93 |
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| Mondelez Int (MDLZ) | 0.1 | $274k | 4.8k | 57.56 |
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| Slb Limited F Fgo (SLB) | 0.1 | $257k | NEW | 5.0k | 51.39 |
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| Duke Energy (DUK) | 0.1 | $250k | -3% | 1.9k | 130.69 |
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| Constellation Brands (STZ) | 0.1 | $249k | 1.7k | 150.00 |
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| Honeywell International (HON) | 0.1 | $242k | +167% | 1.1k | 226.03 |
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| Baker Hughes A Ge Company (BKR) | 0.1 | $241k | +81% | 3.9k | 61.04 |
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| Altria (MO) | 0.1 | $240k | 3.6k | 65.99 |
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| Philip Morris International (PM) | 0.1 | $235k | 1.4k | 165.34 |
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| Vanguard Short Duration Uie (VSDM) | 0.1 | $227k | 3.3k | 68.74 |
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| Exelon Corporation (EXC) | 0.1 | $225k | 4.6k | 49.02 |
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| Dimensional Us Large Cap Uie (DFVX) | 0.1 | $220k | 3.0k | 74.46 |
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| Ishares S&p 100 Etf Uie (OEF) | 0.1 | $220k | 693.00 | 317.67 |
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| Sprott Physical Platinum Uie (SPPP) | 0.1 | $213k | +64% | 14k | 15.53 |
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| ISHARES 20plus YEAR Uie (TLT) | 0.1 | $212k | +18% | 2.4k | 86.68 |
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| Nextera Energy (NEE) | 0.1 | $210k | 2.3k | 92.90 |
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| General Dynamics Corporation (GD) | 0.0 | $206k | +20% | 599.00 | 343.00 |
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| Ishares Global Utilities Uie (JXI) | 0.0 | $204k | 2.4k | 86.34 |
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| Johnson & Johnson (JNJ) | 0.0 | $202k | 827.00 | 244.44 |
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| Southwest Airlines (LUV) | 0.0 | $201k | -26% | 5.3k | 37.60 |
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| Invesco Aerospace & Uie (PPA) | 0.0 | $199k | +35% | 1.2k | 165.70 |
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| Vanguard Short-term Uie (VTES) | 0.0 | $198k | +804% | 2.0k | 101.13 |
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| Iron Mtn Ret (IRM) | 0.0 | $196k | 1.9k | 102.14 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $194k | -2% | 1.7k | 114.99 |
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| CSX Corporation (CSX) | 0.0 | $190k | 4.6k | 41.06 |
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| Schwab Crypto Thematic Uie (STCE) | 0.0 | $190k | +46% | 3.7k | 51.98 |
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| Broadcom (AVGO) | 0.0 | $188k | -13% | 607.00 | 309.60 |
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| Dominion Resources (D) | 0.0 | $183k | -5% | 3.0k | 61.89 |
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| Vanguard Tax-exempt Bond Uie (VTEB) | 0.0 | $183k | +37% | 3.7k | 49.88 |
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| Agnico Eagle Mines Ltd F FGC (AEM) | 0.0 | $183k | 900.00 | 202.98 |
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| Ishares Short-term Uie (SUB) | 0.0 | $181k | 1.7k | 106.60 |
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| Vanguard Global Ex-u.s. Uie (VNQI) | 0.0 | $177k | 4.0k | 44.44 |
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| American Express Company (AXP) | 0.0 | $175k | -18% | 576.00 | 302.87 |
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| Marriott International (MAR) | 0.0 | $174k | 533.00 | 327.16 |
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| Wec Energy Group (WEC) | 0.0 | $172k | +71% | 1.5k | 115.77 |
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| Vanguard Large-cap Index Uie (VV) | 0.0 | $170k | 568.00 | 298.88 |
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| Vanguard Uie (BIV) | 0.0 | $170k | 2.2k | 77.18 |
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| Schwab U.s. Large-cap Uie (SCHV) | 0.0 | $168k | 5.5k | 30.58 |
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| MasterCard Incorporated (MA) | 0.0 | $161k | +342% | 323.00 | 499.67 |
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| Dimensional Us Core Uie (DCOR) | 0.0 | $160k | NEW | 2.2k | 72.08 |
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| Verizon Communications (VZ) | 0.0 | $151k | +9% | 3.0k | 50.20 |
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| Waste Management (WM) | 0.0 | $151k | -3% | 658.00 | 229.79 |
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| Netflix (NFLX) | 0.0 | $151k | -29% | 1.6k | 96.20 |
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| Wisdomtree Emerging Uie (DEM) | 0.0 | $144k | 2.9k | 49.69 |
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| Amplify Junior Silver Uie (SILJ) | 0.0 | $141k | NEW | 4.8k | 29.72 |
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| Consolidated Edison (ED) | 0.0 | $140k | NEW | 1.2k | 113.18 |
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| Vanguard Total Uie (BNDX) | 0.0 | $138k | +253% | 2.9k | 47.73 |
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| Chubb Ltd F Fgo (CB) | 0.0 | $130k | 400.00 | 325.93 |
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| State Street Spdr S&p Uie (XME) | 0.0 | $129k | +6% | 1.2k | 108.01 |
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| Pfizer (PFE) | 0.0 | $127k | -7% | 4.5k | 28.08 |
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| Union Pacific Corporation (UNP) | 0.0 | $126k | 520.00 | 242.64 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $123k | +69% | 188.00 | 654.67 |
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| Bristol Myers Squibb (BMY) | 0.0 | $122k | 2.0k | 60.69 |
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| Southern Company (SO) | 0.0 | $120k | +11% | 1.2k | 96.52 |
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| Capital Group Core Uie (CGBL) | 0.0 | $118k | +41% | 3.4k | 34.41 |
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| Ishares Msci Usa Uie (MTUM) | 0.0 | $115k | 465.00 | 248.00 |
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| Vanguard Total Uie (VTI) | 0.0 | $115k | -5% | 358.00 | 320.79 |
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| Medtronic Plc F Fgo (MDT) | 0.0 | $114k | 1.3k | 86.65 |
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| Pepsi (PEP) | 0.0 | $112k | 722.00 | 155.30 |
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| ConocoPhillips (COP) | 0.0 | $111k | 844.00 | 131.77 |
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| Apollo Global Mgmt (APO) | 0.0 | $111k | NEW | 1.0k | 111.00 |
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| Fidelity Wise Origin Uie (FBTC) | 0.0 | $110k | 1.9k | 59.03 |
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| UnitedHealth (UNH) | 0.0 | $107k | +15% | 397.00 | 270.29 |
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| Wisdomtree U.s. Quality Uie (DGRW) | 0.0 | $107k | 1.2k | 87.84 |
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| Public Service Enterprise (PEG) | 0.0 | $106k | 1.3k | 80.79 |
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| Halliburton Company (HAL) | 0.0 | $105k | NEW | 2.7k | 38.99 |
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| Fifth Third Ban (FITB) | 0.0 | $105k | 2.2k | 46.57 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $104k | 540.00 | 191.74 |
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| Circle Internet Group (CRCL) | 0.0 | $101k | +60% | 1.1k | 95.41 |
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| Shopify Inc F FGC (SHOP) | 0.0 | $101k | +70% | 850.00 | 118.62 |
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| Pbf Energy Inc cl a (PBF) | 0.0 | $100k | NEW | 2.1k | 47.62 |
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| Accenture Plc Ireland F Fgo (ACN) | 0.0 | $100k | +151% | 502.00 | 198.50 |
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| Valero Energy Corporation (VLO) | 0.0 | $99k | NEW | 400.00 | 247.08 |
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| Arm Hldgs Plc Equity A F Adr (ARM) | 0.0 | $95k | 627.00 | 151.27 |
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| Capital Group Dividend Uie (CGDG) | 0.0 | $95k | +17% | 2.6k | 35.90 |
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| Coherent Corp (COHR) | 0.0 | $93k | NEW | 392.00 | 238.22 |
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| Dow (DOW) | 0.0 | $93k | 2.2k | 41.65 |
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| Vanguard 0-3 Month Uie (VBIL) | 0.0 | $93k | -2% | 1.2k | 75.75 |
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| Kratos Defense & Security Solutions (KTOS) | 0.0 | $88k | NEW | 1.3k | 70.52 |
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| Proshares Ultra Uie (UYG) | 0.0 | $88k | 1.2k | 73.41 |
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| Ishares U.s. Utilities Uie (IDU) | 0.0 | $87k | 752.00 | 116.12 |
|
|
| Vanguard Industrials Uie (VIS) | 0.0 | $87k | -27% | 279.00 | 312.24 |
|
| Taiwan Semiconductor M F Adr (TSM) | 0.0 | $85k | -50% | 251.00 | 338.00 |
|
| Nucor Corporation (NUE) | 0.0 | $85k | 500.00 | 169.10 |
|
|
| Ameren Corporation (AEE) | 0.0 | $84k | -9% | 767.00 | 109.89 |
|
| Micron Technology (MU) | 0.0 | $84k | 248.00 | 337.84 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $82k | -71% | 514.00 | 160.32 |
|
| Vaneck Junior Gold Uie (GDXJ) | 0.0 | $82k | +438% | 684.00 | 120.04 |
|
| Sterling Construction Company (STRL) | 0.0 | $82k | 200.00 | 407.27 |
|
|
| Vanguard Mid-cap Index Uie (VO) | 0.0 | $79k | 274.00 | 287.18 |
|
|
| Lowe's Companies (LOW) | 0.0 | $79k | 332.00 | 236.50 |
|
|
| Schwab U.s. Broad Market Uie (SCHB) | 0.0 | $77k | 3.1k | 25.10 |
|
|
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $76k | +8% | 985.00 | 77.45 |
|
| Schwab International Uie (SCHY) | 0.0 | $76k | 2.4k | 31.75 |
|
|
| Ishares Core 60/40 Uie (AOR) | 0.0 | $75k | +132% | 1.2k | 64.36 |
|
| Norfolk Southern (NSC) | 0.0 | $75k | 260.00 | 287.00 |
|
|
| Vanguard Russell 1000 Uie (VONG) | 0.0 | $74k | 678.00 | 109.64 |
|
|
| T. Rowe Price Dividend Uie (TDVG) | 0.0 | $74k | 1.7k | 44.63 |
|
|
| Cognizant Technology Solutions (CTSH) | 0.0 | $74k | 1.2k | 61.35 |
|
|
| Vanguard Mid-cap Growth Uie (VOT) | 0.0 | $73k | 283.00 | 258.57 |
|
|
| Kroger (KR) | 0.0 | $72k | 988.00 | 72.42 |
|
|
| Better Home & Finance Holdin (BETR) | 0.0 | $71k | NEW | 2.0k | 35.62 |
|
| NiSource (NI) | 0.0 | $70k | -10% | 1.5k | 46.66 |
|
| Global X Uranium Etf Uie (URA) | 0.0 | $68k | +9% | 1.4k | 48.43 |
|
| Energy Transfer MLP (ET) | 0.0 | $64k | -42% | 3.3k | 19.30 |
|
| Cisco Systems (CSCO) | 0.0 | $62k | -77% | 798.00 | 77.59 |
|
| Ishares Russell 1000 Uie (IWF) | 0.0 | $61k | NEW | 142.00 | 426.40 |
|
| Schwab U.s. Large-cap Uie (SCHX) | 0.0 | $60k | 2.3k | 25.72 |
|
|
| Abrdn Bloomberg All Uie (BCD) | 0.0 | $60k | +23871% | 1.7k | 35.78 |
|
| Fidelity Total Bond Etf Uie (FBND) | 0.0 | $60k | 1.3k | 45.63 |
|
|
| Franklin Municipal High Uie (FTMH) | 0.0 | $58k | 5.0k | 11.53 |
|
|
| Travelers Companies (TRV) | 0.0 | $57k | +2% | 196.00 | 291.68 |
|
| Invesco S&p 500 Equal Uie (RSP) | 0.0 | $57k | 297.00 | 191.81 |
|
|
| Ishares Tips Bond Etf Uie (TIP) | 0.0 | $57k | 515.00 | 110.36 |
|
|
| Deere & Company (DE) | 0.0 | $57k | 100.00 | 564.86 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $56k | 224.00 | 250.41 |
|
|
| Visa (V) | 0.0 | $56k | 185.00 | 302.25 |
|
|
| Astera Labs (ALAB) | 0.0 | $55k | NEW | 500.00 | 109.60 |
|
| Republic Services (RSG) | 0.0 | $55k | 250.00 | 219.02 |
|
|
| Bank Montreal Que F FGC (BMO) | 0.0 | $54k | 400.00 | 135.34 |
|
|
| Interactive Brokers (IBKR) | 0.0 | $54k | NEW | 800.00 | 67.07 |
|
| Hldgs (UAL) | 0.0 | $53k | 579.00 | 92.07 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $52k | 505.00 | 102.99 |
|
|
| Invesco Db Us Dollar Uie (UDN) | 0.0 | $51k | NEW | 2.5k | 20.84 |
|
Past Filings by Strategic Investment Solutions
SEC 13F filings are viewable for Strategic Investment Solutions going back to 2022
- Strategic Investment Solutions 2026 Q1 filed May 1, 2026
- Strategic Investment Solutions 2025 Q4 filed Feb. 27, 2026
- Strategic Investment Solutions 2025 Q3 filed Dec. 3, 2025
- Strategic Investment Solutions 2025 Q2 filed July 16, 2025
- Strategic Investment Solutions 2025 Q1 filed May 9, 2025
- Strategic Investment Solutions 2024 Q4 filed Feb. 13, 2025
- Strategic Investment Solutions 2024 Q3 filed Oct. 23, 2024
- Strategic Investment Solutions 2024 Q2 filed Aug. 30, 2024
- Strategic Investment Solutions 2023 Q4 filed Feb. 13, 2024
- Strategic Investment Solutions 2023 Q3 filed Nov. 14, 2023
- Strategic Investment Solutions 2023 Q2 filed Aug. 15, 2023
- Strategic Investment Solutions 2023 Q1 filed May 15, 2023
- Strategic Investment Solutions 2022 Q4 filed Feb. 14, 2023