Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Strategic Investment Solutions

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

Top 5 stock holdings are VUG, DFUS, DFAC, DUHP, DFAT, and represent 36.31% of Strategic Investment Solutions's stock portfolio.
Added to shares of these 10 stocks: VUG (+$14M), DFAC (+$7.8M), DFAW (+$6.7M), TLH, DFUS, VGT, DFCF, DFAU, DFAX, DUSB.
Started 176 new stock positions in MRO, Pretium Res Inc Com Isin# Ca74, FSLY, DFSE, OCGN, WGMI, FHI, EBND, BOX, VYM.
Reduced shares in these 10 stocks: , , SWVXX (-$24M), DURPX (-$15M), DFQTX (-$13M), DFEOX (-$11M), DGTSX (-$11M), DFAIX (-$10M), DFAPX (-$9.3M), SCHD (-$8.9M).
Sold out of its positions in AES, LCEAX, MSIGX, ACEIX, VAFAX, ACSTX, ODVYX, YACKX, ABMIX, A M R Corporation Xxx res.
Strategic Investment Solutions was a net seller of stock by $-292M.
Strategic Investment Solutions has $311M in assets under management (AUM), dropping by -46.11%.
Central Index Key (CIK): 0001960144

Tip: Access up to 7 years of quarterly data

Positions held by Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Strategic Investment Solutions

Strategic Investment Solutions holds 634 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Strategic Investment Solutions has 634 total positions. Only the first 250 positions are shown.

Sign up to view all of the Strategic Investment Solutions June 30, 2024 positions
Download the Strategic Investment Solutions June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	13.2	$41M	+53%	112k	367.59	View chart
Dimensional U S Equity Etf (DFUS)	7.1	$22M	+24%	371k	59.89	View chart
Dimensional U S Core Equity 2 Etf (DFAC)	6.4	$20M	+64%	594k	33.32	View chart
Dimensional Us High Proftblty Etf (DUHP)	4.9	$15M	+2%	469k	32.55	View chart
Dimensional U S Targeted Value Etf (DFAT)	4.7	$15M	+7%	257k	57.01	View chart
Dimensional World Equity Etf (DFAW)	4.7	$15M	+86%	236k	61.52	View chart
Apple Common Stock (AAPL)	3.8	$12M		53k	222.05	View chart
Dimensional Wld Ex Us Cr Eq 2 Etf (DFAX)	3.1	$9.6M	+27%	367k	26.01	View chart
Dimensional Us Marketwide Value Etf (DFUV)	2.9	$9.0M	-24%	218k	41.31	View chart
Schwab Us Dividend Equity Etf (SCHD)	2.6	$8.0M	-52%	96k	83.38	View chart
Dimensional Us Core Equity Markt Etf (DFAU)	2.3	$7.0M	+87%	183k	38.28	View chart
Dimensional Us Small Cap Valu Etf (DFSV)	2.3	$7.0M	-18%	221k	31.70	View chart
Dimensional Us Sus Core 1 Etf (DFSU)	2.1	$6.6M		183k	36.39	View chart
Dimensnl Ultrashrt Fixed Incm Etf (DUSB)	2.0	$6.2M	+49%	122k	50.75	View chart
Dimensional International Val Etf (DFIV)	1.8	$5.6M		151k	37.26	View chart
Ishares 10-20 Year Tsury Bond Etf (TLH)	1.6	$5.0M	+2940%	47k	106.27	View chart
Vanguard Information Technology Etf (VGT)	1.4	$4.5M	+3383%	7.9k	568.76	View chart
Dimensional Core Fixed Income Etf (DFCF)	1.4	$4.3M	+381%	102k	42.29	View chart
Vanguard Value Etf Etf (VTV)	1.3	$4.1M	-7%	25k	168.64	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.2	$3.7M	-8%	7.4k	506.16	View chart
Vanguard Short Term Cor Bd Etf (VCSH)	1.2	$3.7M	-41%	48k	78.14	View chart
Vanguard Short Term Treasury Etf (VGSH)	1.2	$3.7M	-38%	63k	58.43	View chart
Berkshire Hathaway Class B (BRK.B)	1.1	$3.5M	+4%	8.0k	438.50	View chart
Dimensional U S Small Cap Etf (DFAS)	1.1	$3.5M		53k	65.33	View chart
Vanguard Dividend Appreciation Etf (VIG)	1.0	$3.1M	+91%	16k	189.23	View chart
Costco Wholesale Common Stock (COST)	0.9	$2.8M	+3%	3.4k	840.00	View chart
Vanguard Ultra Short Bond Etf (VUSB)	0.8	$2.5M	+2%	50k	49.71	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$2.3M	+17%	5.6k	417.53	View chart
Dimensional Us Real Estate Etf (DFAR)	0.7	$2.2M	+42%	94k	23.64	View chart
Dimensionl Us Large Cap Value Etf (DFLV)	0.7	$2.2M	+240%	72k	30.33	View chart
Ishares Core S&p 500 Etf (IVV)	0.7	$2.1M	-16%	3.7k	548.61	View chart
Spdr Gold Shares Etf Etf (GLD)	0.6	$1.9M	+6%	8.5k	226.55	View chart
Ishares 20 Pls Year Treasury Bnd Etf (TLT)	0.6	$1.9M	+139%	20k	94.79	View chart
Dimensional Intern Core Eqt Mkt Etf (DFAI)	0.6	$1.8M	+125%	60k	30.63	View chart
Nvidia Corp Common Stock (NVDA)	0.6	$1.8M	+843%	16k	117.02	View chart
Procter & Gamble Common Stock (PG)	0.6	$1.8M	-2%	11k	160.76	View chart
Amazon.com Common Stock (AMZN)	0.5	$1.7M	-12%	8.9k	186.98	View chart
Ishares Gold Etf Etf (IAU)	0.5	$1.6M	-17%	35k	46.30	View chart
Dimensional Global Credit Etf (DGCB)	0.5	$1.5M	-28%	29k	53.56	View chart
Dimensional Nationl Munpl Bnd Etf (DFNM)	0.4	$1.4M	+4%	29k	48.00	View chart
Dimensional Intern Small Cap Vl Etf (DISV)	0.4	$1.4M	+11%	48k	28.33	View chart
Vanguard Muni Bnd Tax Exempt Etf (VTEB)	0.4	$1.3M	-3%	26k	50.61	View chart
Dimensional Us Lrge Cp Vctr Etf (DFVX)	0.4	$1.3M	+1917%	20k	63.17	View chart
Vanguard Intrmdiat Trm Trsry Etf (VGIT)	0.4	$1.2M	NEW	21k	59.27	View chart
Dimensional Shrt Drt Fxd Incm Etf (DFSD)	0.4	$1.2M	-8%	25k	47.30	View chart
Vanguard Total World Stock Etf (VT)	0.4	$1.1M	+21%	10k	115.13	View chart
Ishares Core Msci Totl Intl Stck Etf (IXUS)	0.4	$1.1M	-71%	16k	71.36	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$1.0M	-2%	3.8k	268.50	View chart
Tesla Common Stock (TSLA)	0.3	$947k	-26%	4.1k	232.05	View chart
Schwab International Equity Etf (SCHF)	0.3	$890k	-5%	23k	39.57	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$827k	+62%	7.0k	118.67	View chart
Walmart Common Stock (WMT)	0.3	$808k	+200%	12k	68.63	View chart
Ww Grainger Common Stock (GWW)	0.2	$702k		719.00	975.89	View chart
Crh Public Limited Co F Common Stock (CRH)	0.2	$682k	NEW	8.0k	85.70	View chart
Alphabet Class A (GOOGL)	0.2	$677k	-5%	3.9k	171.68	View chart
Vanguard Small Cap Etf Etf (VB)	0.2	$674k	+4%	2.9k	233.40	View chart
The Coca-cola Common Stock (KO)	0.2	$654k	-3%	9.8k	66.55	View chart
Ibm Corp Common Stock (IBM)	0.2	$647k	+3%	3.4k	192.14	View chart
Schwab Us Large Cap Growth Etf (SCHG)	0.2	$638k	-50%	4.9k	130.05	View chart
Schwab Us Small Cap Etf Etf (SCHA)	0.2	$620k	-39%	12k	51.50	View chart
United Parcel Srvc Class B (UPS)	0.2	$566k	-10%	4.3k	130.38	View chart
Alphabet Class C (GOOG)	0.2	$545k	-21%	3.1k	173.00	View chart
First Midwest Bancrp Common Stock	0.2	$544k	NEW	25k	21.91	View chart
Meta Platforms Class A (META)	0.2	$543k	-43%	1.1k	475.77	View chart
Vanguard Mid Cap Growth Etf (VOT)	0.2	$539k	+64%	2.3k	234.70	View chart
Chevron Corp Common Stock (CVX)	0.2	$503k	-4%	3.1k	160.38	View chart
Ferguson Plc New F Common Stock	0.2	$503k	NEW	2.3k	221.31	View chart
Vaneck Vectors Morningstar Wide Moat (MOAT)	0.1	$434k	-42%	6.3k	69.28	View chart
Chipotle Mexican Grl Common Stock (CMG)	0.1	$431k	+27268%	7.9k	54.32	View chart
Wintrust Finl Common Stock (WTFC)	0.1	$427k	+36%	5.6k	75.80	View chart
Linde Plc F Common Stock (LIN)	0.1	$417k	-19%	920.00	453.50	View chart
J P Morgan Chase & Co Common Stock (JPM)	0.1	$409k	-14%	1.9k	212.34	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$401k	+155%	2.8k	144.48	View chart
Astrazeneca Plc F Sponsored Adr (AZN)	0.1	$362k		4.6k	79.15	View chart
Abbvie Common Stock (ABBV)	0.1	$347k	-10%	1.9k	185.36	View chart
Spdr S&p 500 Etf Etf (SPY)	0.1	$338k	-12%	614.00	550.81	View chart
Schwab International Dividnd Eqy Etf (SCHY)	0.1	$328k	-64%	13k	25.00	View chart
Visa Class A (V)	0.1	$326k		1.2k	265.79	View chart
Charles Schwab Us Mc Etf (SCHM)	0.1	$301k	+7%	4.0k	74.43	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$280k	+38%	1.8k	157.85	View chart
Ishares Semiconductor Etf (SOXX)	0.1	$254k	NEW	1.1k	235.38	View chart
Mondelez Intl Class A (MDLZ)	0.1	$253k	-22%	3.7k	68.35	View chart
Constellation Brand Class A (STZ)	0.1	$253k	-3%	1.1k	228.07	View chart
Dimensional Intern High Profit Etf (DIHP)	0.1	$244k	-44%	9.1k	26.84	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$235k	+24%	1.8k	130.67	View chart
Ishares Silver Trust Etf (SLV)	0.1	$235k	-55%	8.9k	26.39	View chart
Schwab Us Large Cap Value Etf (SCHV)	0.1	$234k	+30%	3.6k	65.28	View chart
A T & T Common Stock (T)	0.1	$233k	+8%	12k	19.25	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$232k	+138%	430.00	539.85	View chart
Walt Disney Common Stock (DIS)	0.1	$232k	-35%	2.5k	93.69	View chart
Vanguard Mega Cap Growth Etf (MGK)	0.1	$216k	-23%	704.00	307.12	View chart
Nextera Energy Common Stock (NEE)	0.1	$216k	-18%	2.8k	76.35	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$211k	-12%	1.9k	109.22	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$206k	-37%	1.9k	105.92	View chart
Altria Group Common Stock (MO)	0.1	$206k	+19%	4.2k	49.01	View chart
Ishares Gold Etf Etf	0.1	$178k	NEW	11k	16.26	View chart
Ark Next Generation Internet Etf (ARKW)	0.1	$166k	+513%	1.1k	147.42	View chart
Ishares S&p 500 Growth Etf (IVW)	0.1	$165k		1.8k	91.29	View chart
Ge Aerospace Common Stock (GE)	0.1	$164k	+44%	960.00	170.40	View chart
Merck & Co Common Stock (MRK)	0.1	$162k		2.2k	74.98	View chart
Vanguard Health Care Etf (VHT)	0.1	$161k	-2%	708.00	227.71	View chart
Verizon Communicatn Common Stock (VZ)	0.1	$160k	+68%	3.9k	40.52	View chart
Philip Morris Intl Common Stock (PM)	0.1	$158k	+2%	1.4k	115.19	View chart
Medtronic Plc F Common Stock (MDT)	0.1	$158k	+148%	2.0k	80.32	View chart
Vanguard Large Cap Etf Etf (VV)	0.0	$154k		610.00	252.33	View chart
Rtx Corp Common Stock (RTX)	0.0	$154k	+200%	1.3k	117.24	View chart
Csx Corp Common Stock (CSX)	0.0	$154k	-14%	4.4k	35.10	View chart
Walgreens Boots Alli Common Stock (WBA)	0.0	$152k	-53%	2.8k	54.90	View chart
American Express Common Stock (AXP)	0.0	$147k		581.00	252.86	View chart
Pepsico Common Stock (PEP)	0.0	$147k		850.00	172.67	View chart
Lilly Eli & Co Common Stock (LLY)	0.0	$144k	-2%	624.00	230.88	View chart
Southwest Airlines Common Stock (LUV)	0.0	$143k	+134%	5.3k	26.94	View chart
Vanguard Small Cap Growth Etf (VBK)	0.0	$141k	+32%	541.00	261.41	View chart
Ishares Global Utilities Etf Iv (JXI)	0.0	$138k	-3%	2.3k	58.86	View chart
Wisdomtree Emrg Mrkt Hg Div Etf (DEM)	0.0	$137k	+8%	3.2k	43.54	View chart
Taiwan Semiconductr F Sponsored Adr (TSM)	0.0	$136k	+301%	820.00	165.80	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$132k	-43%	835.00	158.40	View chart
Stepan Common Stock (SCL)	0.0	$129k	NEW	1.5k	84.63	View chart
Pfizer Common Stock (PFE)	0.0	$129k	-35%	4.2k	30.54	View chart
Palantir Technologies In Class A (PLTR)	0.0	$126k	+480%	4.7k	26.89	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$124k	-61%	341.00	364.89	View chart
Microstrategy Class A (MSTR)	0.0	$124k	NEW	77.00	1614.44	View chart
Netflix Common Stock (NFLX)	0.0	$124k	-5%	197.00	628.35	View chart
Ishares Core Us Aggregate Bond Etf (AGG)	0.0	$123k	-85%	1.1k	116.60	View chart
Texas Instruments Common Stock (TXN)	0.0	$122k		600.00	203.81	View chart
Marriott Intl Class A (MAR)	0.0	$119k		524.00	227.45	View chart
Microchip Technology Common Stock (MCHP)	0.0	$119k		1.3k	88.77	View chart
Ishares Iboxx High Yield Bond Etf (HYG)	0.0	$117k	+173%	1.5k	78.50	View chart
The Goldman Sachs Group Common Stock (GS)	0.0	$117k		229.00	508.53	View chart
Nike Class B (NKE)	0.0	$116k	+71%	1.6k	74.86	View chart
Liberty Media Corp Common Stock (FWONK)	0.0	$116k	NEW	1.4k	80.87	View chart
Occidental Petrol Common Stock (OXY)	0.0	$115k	-16%	1.9k	60.68	View chart
Ford Motor Common Stock (F)	0.0	$115k		11k	10.82	View chart
Boeing Common Stock (BA)	0.0	$114k	+21%	448.00	254.72	View chart
Caterpillar Common Stock (CAT)	0.0	$114k		329.00	345.77	View chart
Ferrari N V F Common Stock (RACE)	0.0	$112k	NEW	271.00	413.01	View chart
Invsc Qqq Trust Srs 1 Etf (QQQ)	0.0	$104k	-67%	220.00	471.83	View chart
Northrop Grumman Common Stock (NOC)	0.0	$102k		210.00	487.06	View chart
Dimensional Califrna Mncl Bd Etf (DFCA)	0.0	$102k		2.0k	50.42	View chart
Constellation Energy Cor Common Stock (CEG)	0.0	$101k	-34%	534.00	188.38	View chart
Dimensional Emerg Core Eqy Mrkt Etf (DFAE)	0.0	$99k	+21%	3.8k	26.08	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$98k	+425%	1.1k	93.21	View chart
Wisdomtree Us Qlt Div Grw Etf Iv (DGRW)	0.0	$97k		1.2k	79.75	View chart
Dimensional Infltn Prtd Secrt Etf (DFIP)	0.0	$93k	-51%	2.3k	41.00	View chart
Vaneck Vectors Gold Miners Etf (GDX)	0.0	$93k	-43%	2.9k	32.50	View chart
Fifth Third Bancorp Common Stock (FITB)	0.0	$92k	-4%	2.2k	42.44	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$92k	+25%	765.00	120.00	View chart
Ishares S&p 500 Value Etf (IVE)	0.0	$91k		477.00	190.70	View chart
Vanguard Total Market Etf (VTI)	0.0	$88k	-74%	322.00	272.92	View chart
Vanguard Consumer Discretionary Etf (VCR)	0.0	$86k	NEW	267.00	321.69	View chart
Lucid Group Common Stock (LCID)	0.0	$85k	+99%	24k	3.52	View chart
Direxion Daily S&p 500 Bear Etf (SPDN)	0.0	$83k	+4%	7.1k	11.71	View chart
Pub Svc Enterpise Gp Common Stock (PEG)	0.0	$80k		1.3k	60.78	View chart
Rpm Interntnl Common Stock (RPM)	0.0	$79k		657.00	120.53	View chart
BP PLC F Sponsored Adr (BP)	0.0	$74k	+12%	2.1k	35.38	View chart
Qualcomm Common Stock (QCOM)	0.0	$73k	+120%	549.00	132.59	View chart
The Trade Desk Class A (TTD)	0.0	$72k		800.00	89.88	View chart
Comcast Corp Class A (CMCSA)	0.0	$71k	-6%	1.7k	41.23	View chart
Southern Common Stock (SO)	0.0	$70k	+77%	842.00	83.47	View chart
Eqt Corp Common Stock (EQT)	0.0	$67k	+290%	1.9k	34.51	View chart
Travelers Companies Common Stock (TRV)	0.0	$67k		308.00	216.72	View chart
Vanguard Short Inflation Prot Etf Iv (VTIP)	0.0	$67k	+130%	1.4k	48.56	View chart
T Rowe Price Dividend Growth Etf (TDVG)	0.0	$66k		1.7k	39.64	View chart
Ameren Corp Common Stock (AEE)	0.0	$64k	+2%	810.00	79.24	View chart
Intel Corp Common Stock (INTC)	0.0	$64k	+6%	2.1k	30.74	View chart
Kimberly Clark Corp Common Stock (KMB)	0.0	$64k	+27%	471.00	135.33	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$63k	+14%	1.3k	47.48	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$63k		1.0k	60.28	View chart
Vanguard Russell 1000 Growth Etf Iv (VONG)	0.0	$62k		672.00	92.13	View chart
Coca Cola Consolidated I Common Stock (COKE)	0.0	$62k	+35%	54.00	1145.90	View chart
Best Buy Common Stock (BBY)	0.0	$60k	-27%	690.00	86.53	View chart
Conocophillips Common Stock (COP)	0.0	$59k	-46%	532.00	111.20	View chart
Lowes Cos Common Stock (LOW)	0.0	$58k	-45%	303.00	190.17	View chart
Dominion Energy Common Stock (D)	0.0	$57k	-2%	1.1k	53.44	View chart
Exelon Corp Common Stock (EXC)	0.0	$56k	+8%	1.5k	37.13	View chart
Ishares Us Utilities Etf Iv (IDU)	0.0	$55k	-6%	700.00	78.94	View chart
3M Common Stock (MMM)	0.0	$54k	+323%	423.00	127.55	View chart
Schwab Short Term Us Treasury Etf (SCHO)	0.0	$51k	NEW	1.0k	51.31	View chart
Phillips 66 Common Stock (PSX)	0.0	$51k	-51%	349.00	145.01	View chart
Ishares Us Healthcare Etf (IYH)	0.0	$50k	+402%	789.00	62.82	View chart
Ishares Fallen Angels Usd Bond Etf (FALN)	0.0	$49k	+28%	1.8k	26.79	View chart
Republic Services Common Stock (RSG)	0.0	$49k		250.00	194.32	View chart
Norfolk Southern Common Stock (NSC)	0.0	$48k	-56%	180.00	268.52	View chart
Ishares Msci Glo Gold Miners Etf (RING)	0.0	$48k		1.5k	31.03	View chart
Digital Realty Trust Reit (DLR)	0.0	$48k	+2%	318.00	149.50	View chart
C S L Limited Ordf Common Stock (CMXHF)	0.0	$47k	NEW	234.00	202.62	View chart
Vanguard Total Bond Market Etf (BND)	0.0	$47k	-2%	626.00	75.25	View chart
Home Depot Common Stock (HD)	0.0	$47k		128.00	367.84	View chart
Nisource Inc 00500 Common Stock (NI)	0.0	$47k	-52%	1.5k	31.25	View chart
W E C Energy Group Common Stock (WEC)	0.0	$46k	-52%	490.00	93.59	View chart
Schwab Us Large Cap Etf Etf (SCHX)	0.0	$45k	-28%	696.00	65.12	View chart
Kroger Common Stock (KR)	0.0	$45k	-42%	831.00	54.49	View chart
Kraft Heinz Common Stock (KHC)	0.0	$45k	-30%	1.2k	36.85	View chart
Blackstone Common Stock (BX)	0.0	$43k	+7%	311.00	138.82	View chart
Adobe Common Stock (ADBE)	0.0	$43k	-37%	78.00	551.67	View chart
First Merchants Corp Common Stock (FRME)	0.0	$43k	-7%	1.0k	41.83	View chart
Penn Ntnl Gaming Common Stock (PENN)	0.0	$43k	+53%	405.00	104.85	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$42k	-27%	2.8k	15.00	View chart
Entergy Corp Common Stock (ETR)	0.0	$42k		359.00	115.97	View chart
Linde Plc F Common Stock	0.0	$40k	NEW	136.00	293.38	View chart
Mc Cormick & Co Common Stock (MKC)	0.0	$39k		509.00	76.99	View chart
Enbridge Inc F Common Stock (ENB)	0.0	$39k	+8%	1.0k	37.42	View chart
Enovix Corp Common Stock (ENVX)	0.0	$39k	+10%	2.7k	14.41	View chart
Broadcom Common Stock (AVGO)	0.0	$37k	+900%	230.00	160.68	View chart
Global X Uranium Etf Etf (URA)	0.0	$37k		1.3k	28.35	View chart
Waste Management Common Stock (WM)	0.0	$37k	-35%	180.00	202.66	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$36k	-72%	325.00	111.40	View chart
Idexx Labs Common Stock (IDXX)	0.0	$36k		76.00	476.12	View chart
Vaneck Vectors Junior Gold Miners Etf (GDXJ)	0.0	$36k	NEW	800.00	45.01	View chart
Rockwell Automation Common Stock (ROK)	0.0	$36k	-3%	129.00	278.65	View chart
Ge Vernova Common Stock (GEV)	0.0	$34k	NEW	193.00	178.24	View chart
Ishares Core S&p Mid Cap Etf (IJH)	0.0	$34k	+400%	555.00	61.97	View chart
Sealed Air Corp Common Stock (SEE)	0.0	$34k	NEW	895.00	38.05	View chart
Gilead Sciences Common Stock (GILD)	0.0	$34k	+37%	448.00	75.98	View chart
Mastercard Class A (MA)	0.0	$34k	-29%	73.00	463.67	View chart
Bank Montreal Que F Common Stock (BMO)	0.0	$34k		400.00	84.33	View chart
Salesforce Common Stock (CRM)	0.0	$33k	-67%	128.00	259.53	View chart
Cim Real Estate Finance Trust Inc (CMRF)	0.0	$33k	-6%	5.4k	6.09	View chart
Micron Technology Common Stock (MU)	0.0	$33k	-50%	298.00	109.77	View chart
Centerpoint Energy Common Stock (CNP)	0.0	$33k		1.2k	27.78	View chart
Spdr S&p Metals & Mining Etf (XME)	0.0	$33k		512.00	63.48	View chart
Marvell Technology Common Stock (MRVL)	0.0	$32k	-48%	484.00	66.98	View chart
Retail Ppty America Reit	0.0	$32k	NEW	2.5k	12.88	View chart
Firstenergy Corp Common Stock (FE)	0.0	$32k	+81%	768.00	41.91	View chart
General Motors Common Stock (GM)	0.0	$32k	+6111%	559.00	57.44	View chart
Yum Brands Common Stock (YUM)	0.0	$32k	-3%	296.00	108.34	View chart
Ishares Total Us Market Etf (ITOT)	0.0	$32k		265.00	120.21	View chart
Citigroup Common Stock (C)	0.0	$31k		470.00	64.92	View chart
Proshares Ultra Technology Etf (ROM)	0.0	$30k	NEW	400.00	75.10	View chart
Pinterest Class A (PINS)	0.0	$30k	-66%	400.00	74.03	View chart
Sierra Wireless Inc F Common Stock	0.0	$30k	NEW	2.0k	14.77	View chart
Spdr S&p Oil & Gas Expl & Prod Etf (XOP)	0.0	$29k		200.00	146.39	View chart
Targa Resources Corp Common Stock (TRGP)	0.0	$29k		216.00	135.27	View chart
Proshares Ultrapro Short Qqq Etf (SQQQ)	0.0	$29k	NEW	3.4k	8.59	View chart
Vanguard Intl Dividend Aprectn Etf (VIGI)	0.0	$29k		336.00	84.72	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$28k	-28%	115.00	247.29	View chart
Schwab Us Broad Market Etf (SCHB)	0.0	$28k	-61%	438.00	64.29	View chart
United Airlines Hldgs Etf (UAL)	0.0	$27k	+30000%	602.00	45.50	View chart
Paypal Holdings Incorpor Common Stock (PYPL)	0.0	$27k	-8%	410.00	65.78	View chart
Wendys Common Stock (WEN)	0.0	$27k	+9%	1.6k	16.93	View chart
Alibaba Group Hldg Ltd F Sponsored Adr (BABA)	0.0	$27k	-28%	339.00	78.84	View chart
Arthur J Gallagher&c Common Stock (AJG)	0.0	$26k		93.00	283.49	View chart
Dollar General Corp Common Stock (DG)	0.0	$26k	-3%	129.00	202.51	View chart
American Water Works Common Stock (AWK)	0.0	$25k	-3%	150.00	169.25	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$25k		200.00	125.50	View chart
Dow Common Stock (DOW)	0.0	$25k	+20%	435.00	57.56	View chart
Novo-nordisk As Vormal F Sponsored Adr (NVO)	0.0	$25k	-41%	186.00	132.63	View chart
Roundhill Sprt Betng And Igaming Etf (BETZ)	0.0	$25k	-49%	800.00	30.78	View chart
Dupont De Nemours Common Stock (DD)	0.0	$25k		360.00	67.99	View chart
Essential Utils Common Stock (WTRG)	0.0	$24k		594.00	40.64	View chart

Past Filings by Strategic Investment Solutions

SEC 13F filings are viewable for Strategic Investment Solutions going back to 2022

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z