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New World shares owned by Strategic Investment Solutions

Quarter-by-quarter ownership of New World (NEWFX) shares owned by Strategic Investment Solutions from 13F filings

Historical chart of Strategic Investment Solutions investment in New World

Tip: Access up to 7 years of quarterly data

All positions including New World held by Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New World by Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $88k 1.2k 75.03
2023-06-30 $85k 1.1k 74.28
2023-03-31 $81k 1.1k 70.85

More positions owned by Strategic Investment Solutions

Dfa Global Allocation 6040 I Equity Funds (DGSIX)
Dfa Global Equity I Equity Funds (DGEIX)
Schwab Value Advantage Money Inv Schwab Nonsweep Mmf (SWVXX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
Dimensional U S Equity Etf Uit Exchange Traded (DFUS)
Dfa Us Hi Relatv Profitability Instl Equity Funds (DURPX)
Dfa Us Core Equity 2 I Equity Funds (DFQTX)
Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)
Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)
Dfa Us Core Equity 1 I Equity Funds (DFEOX)
Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)
Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)
Dfa Global Allocation 2575 I Equity Funds (DGTSX)
Apple Common Stock (AAPL)

View all positions for Strategic Investment Solutions

Top funds holding New World

Coston, McIsaac & Partners
Strategic Investment Solutions
Tucker Asset Management
Laffer Investments

View all funds holding New World