Fischer Investment Strategies

Fischer Investment Strategies as of March 31, 2025

Portfolio Holdings for Fischer Investment Strategies

Fischer Investment Strategies holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 20.3 $28M 455k 60.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.7 $13M 25k 532.58
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 8.9 $12M 487k 24.95
Wisdomtree Tr Floatng Rat Trea (USFR) 6.9 $9.4M 186k 50.33
Ishares Msci World Etf (URTH) 5.3 $7.2M 47k 153.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $6.2M 13k 468.92
Dimensional Etf Trust Internatnal Val (DFIV) 4.3 $5.8M 148k 39.36
Simplify Exchange Traded Fun Managed Futures (CTA) 4.0 $5.5M 185k 29.60
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $5.4M 21k 258.62
Alps Etf Tr Alerian Energy (ENFR) 3.8 $5.2M 158k 32.77
Select Sector Spdr Tr Financial (XLF) 3.4 $4.6M 93k 49.81
First Tr Exchange Traded Rba Indl Etf (AIRR) 3.3 $4.5M 65k 68.21
Dimensional Etf Trust Us High Profitab (DUHP) 3.1 $4.2M 127k 33.14
Vanguard World Mega Grwth Ind (MGK) 2.0 $2.7M 8.6k 308.87
Dimensional Etf Trust Intl Small Cap V (DISV) 1.7 $2.4M 81k 29.12
Wisdomtree Tr Japn Hedge Eqt (DXJ) 1.7 $2.3M 21k 110.18
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.6 $2.2M 85k 25.89
Etf Ser Solutions Defiance Connect (SIXG) 1.5 $2.0M 47k 42.50
Etf Ser Solutions Defiance Quantum (QTUM) 1.4 $1.9M 26k 74.53
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.2 $1.7M 18k 92.53
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 1.1 $1.5M 39k 39.14
Vanguard World Inf Tech Etf (VGT) 0.8 $1.0M 1.9k 542.44
Listed Fd Tr Roundhill Magnif (MAGS) 0.7 $974k 21k 45.86
NVIDIA Corporation (NVDA) 0.7 $952k 8.8k 108.38
Select Sector Spdr Tr Technology (XLK) 0.7 $936k 4.5k 206.48
Ishares Tr Global 100 Etf (IOO) 0.7 $918k 9.5k 96.29
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.7 $905k 20k 46.02
Apple (AAPL) 0.6 $816k 3.7k 222.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $687k 9.4k 73.45
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $566k 12k 46.81
Microsoft Corporation (MSFT) 0.2 $247k 658.00 375.20
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.2 $232k 6.1k 38.13
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.2 $221k 5.8k 37.97