$828 Million is the total value of Global Strategic Investment Solutions, LLC's 173 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 10.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Sell | ISHARES TRcore msci eafe | $94,079,994 | -7.3% | 1,295,154 | -5.3% | 11.36% | -3.5% |
| VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $62,958,332 | -14.9% | 822,232 | -12.6% | 7.61% | -11.4% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $48,222,708 | -11.6% | 514,047 | -18.3% | 5.83% | -7.9% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $37,896,768 | -3.4% | 1,080,296 | -1.3% | 4.58% | +0.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $36,872,532 | +8.2% | 98,587 | -0.5% | 4.45% | +12.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $32,776,565 | -4.8% | 612,303 | -8.3% | 3.96% | -0.9% |
| MUB | Sell | ISHARES TRnational mun etf | $31,349,164 | -1.8% | 294,220 | -0.8% | 3.79% | +2.3% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $27,228,704 | -1.1% | 536,579 | -1.1% | 3.29% | +2.9% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $26,327,673 | +3.0% | 698,903 | -1.0% | 3.18% | +7.3% |
| IUSB | Buy | ISHARES TRcore total usd | $24,286,870 | +8.0% | 537,082 | +8.9% | 2.93% | +12.5% |
| Sell | INNOVATOR ETFS TRUSTinternational dv | $23,390,262 | -1.3% | 798,695 | -2.6% | 2.83% | +2.8% | |
| POCT | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $22,706,085 | -30.4% | 593,003 | -31.8% | 2.74% | -27.5% |
| ICSH | Sell | ISHARES TRblackrock ultra | $20,416,875 | -23.5% | 404,055 | -23.5% | 2.47% | -20.4% |
| New | AMERICAN CENTY ETF TRus large cap vlu | $18,743,449 | – | 298,273 | +100.0% | 2.26% | – | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $16,764,532 | -0.2% | 166,249 | -8.2% | 2.02% | +3.9% |
| IDEV | Buy | ISHARES TRcore msci intl | $15,915,322 | -0.5% | 242,464 | +1.8% | 1.92% | +3.7% |
| Sell | BLACKSTONE SECD LENDING FD | $15,185,602 | -2.2% | 495,937 | -0.5% | 1.84% | +1.8% | |
| VTV | VANGUARD INDEX FDSvalue etf | $14,434,642 | -1.5% | 89,986 | 0.0% | 1.74% | +2.6% | |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $14,397,158 | -2.6% | 163,363 | -0.0% | 1.74% | +1.4% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $13,003,708 | -2.5% | 175,536 | -0.0% | 1.57% | +1.5% |
| PDEC | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $12,353,881 | +0.3% | 329,349 | -2.1% | 1.49% | +4.4% |
| HDV | Buy | ISHARES TRcore high dv etf | $11,183,317 | -0.8% | 102,882 | +0.6% | 1.35% | +3.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $11,032,909 | -4.7% | 103,440 | -1.2% | 1.33% | -0.7% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $10,462,774 | +7.4% | 82,074 | -1.2% | 1.26% | +11.9% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $10,302,538 | -13.8% | 125,687 | -10.6% | 1.24% | -10.2% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $9,315,476 | -2.0% | 188,496 | -0.5% | 1.12% | +2.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $8,239,474 | -1.7% | 15,140 | -5.5% | 1.00% | +2.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $8,163,674 | +8.1% | 22,396 | -0.0% | 0.99% | +12.6% |
| Sell | INNOVATOR ETFS TRUSTemerging mkt pwr | $7,859,345 | +0.7% | 314,560 | -2.9% | 0.95% | +4.7% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $6,342,999 | -2.1% | 53,482 | -0.1% | 0.77% | +1.9% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $5,671,690 | -3.6% | 72,938 | 0.0% | 0.68% | +0.4% | |
| IJAN | Sell | INNOVATOR ETFS TRUSTintrnl dev jan | $5,315,106 | -1.1% | 169,203 | -1.5% | 0.64% | +3.0% |
| AAPL | Sell | APPLE INC | $5,265,827 | +15.1% | 25,002 | -6.3% | 0.64% | +19.8% |
| IJUL | Sell | INNOVATOR ETFS TRUSTintrnl dev july | $5,050,971 | -2.4% | 179,622 | -2.0% | 0.61% | +1.7% |
| KOCT | Sell | INNOVATOR ETFS TRUSTus sml cp pwr b | $4,966,953 | -25.2% | 173,745 | -25.5% | 0.60% | -22.1% |
| PJUL | Buy | INNOVATOR ETFS TRUSTus eqty pwr buf | $4,899,529 | +6.1% | 126,114 | +3.7% | 0.59% | +10.4% |
| EAPR | Sell | INNOVATOR ETFS TRUSTemrgng mkt april | $4,536,699 | -0.0% | 175,467 | -2.9% | 0.55% | +4.0% |
| MSFT | Sell | MICROSOFT CORP | $4,049,914 | +2.3% | 9,061 | -3.7% | 0.49% | +6.5% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,764,305 | -4.3% | 79,332 | -0.7% | 0.46% | -0.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,237,082 | +3.8% | 73,974 | -0.9% | 0.39% | +8.0% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $3,102,101 | -1.5% | 80,742 | 0.0% | 0.38% | +2.5% | |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $3,068,726 | -0.5% | 76,280 | +0.7% | 0.37% | +3.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,776,935 | +4.4% | 5,075 | +0.3% | 0.34% | +8.4% |
| VOO | Sell | VANGUARD INDEX FDS | $2,774,719 | -24.1% | 5,548 | -27.1% | 0.34% | -21.0% |
| NVDA | Buy | NVIDIA CORPORATION | $2,529,178 | +27.4% | 20,473 | +831.9% | 0.31% | +33.0% |
| VAW | Sell | VANGUARD WORLD FDmaterials etf | $2,463,663 | -6.0% | 12,790 | -0.2% | 0.30% | -2.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,439,778 | -3.2% | 26,767 | +0.3% | 0.30% | +1.0% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $2,287,132 | +5.3% | 28,543 | -3.9% | 0.28% | +9.5% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,085,879 | +81.7% | 41,626 | +83.5% | 0.25% | +89.5% |
| PAUG | Sell | INNOVATOR ETFS TRUSTus eqty pwr bf | $2,025,611 | -11.8% | 55,481 | -14.5% | 0.24% | -7.9% |
| GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $1,990,248 | -2.7% | 35,636 | +0.9% | 0.24% | +1.3% |
| NVO | NOVO-NORDISK A Sadr | $1,910,717 | +11.2% | 13,386 | 0.0% | 0.23% | +16.1% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,909,989 | -0.6% | 24,384 | +1.3% | 0.23% | +3.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,728,454 | -3.3% | 15,663 | +0.0% | 0.21% | +1.0% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,717,515 | -4.5% | 41,356 | -1.0% | 0.21% | -1.0% |
| PFEB | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,700,959 | +2.8% | 48,419 | 0.0% | 0.20% | +6.8% | |
| VDE | VANGUARD WORLD FDenergy etf | $1,653,181 | -3.1% | 12,959 | 0.0% | 0.20% | +1.0% | |
| IXUS | Buy | ISHARES TRcore msci total | $1,626,643 | +0.1% | 24,077 | +0.5% | 0.20% | +4.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,601,678 | +13.4% | 8,793 | -6.1% | 0.19% | +17.7% |
| IAPR | Sell | INNOVATOR ETFS TRUSTintrnl dev aprl | $1,402,267 | -3.4% | 51,859 | -3.0% | 0.17% | +0.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,363,399 | -17.2% | 6,253 | -13.2% | 0.16% | -13.6% |
| AMZN | Sell | AMAZON COM INC | $1,366,085 | -3.7% | 7,069 | -10.1% | 0.16% | 0.0% |
| COST | COSTCO WHSL CORP NEW | $1,337,924 | +16.0% | 1,574 | 0.0% | 0.16% | +20.9% | |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $1,294,057 | +0.0% | 22,596 | +0.4% | 0.16% | +4.0% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $1,282,486 | -3.7% | 7,598 | 0.0% | 0.16% | 0.0% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,189,061 | +8.0% | 2,482 | +0.1% | 0.14% | +12.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,129,127 | -2.2% | 6,472 | +0.4% | 0.14% | +1.5% |
| EJUL | Buy | INNOVATOR ETFS TRUSTemrgng mkt july | $1,099,788 | +55.6% | 44,871 | +51.1% | 0.13% | +62.2% |
| PNOV | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,068,382 | +2.1% | 29,432 | 0.0% | 0.13% | +6.6% | |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $1,019,075 | +229.3% | 40,617 | +231.8% | 0.12% | +241.7% |
| EMXC | Sell | ISHARES INCmsci emrg chn | $981,595 | +2.1% | 16,581 | -0.7% | 0.12% | +7.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $984,389 | -8.8% | 1,780 | -4.1% | 0.12% | -4.8% |
| USRT | ISHARES TRcre u s reit etf | $968,657 | -0.4% | 18,085 | 0.0% | 0.12% | +3.5% | |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $914,617 | -35.5% | 18,122 | -35.6% | 0.11% | -33.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $885,218 | +20.4% | 4,826 | -0.0% | 0.11% | +25.9% |
| XOM | Sell | EXXON MOBIL CORP | $865,980 | -1.1% | 7,522 | -0.1% | 0.10% | +2.9% |
| PJAN | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $779,295 | -14.4% | 19,371 | -16.8% | 0.09% | -11.3% |
| OFIX | ORTHOFIX MED INC | $764,983 | -8.7% | 57,691 | 0.0% | 0.09% | -5.2% | |
| HD | Sell | HOME DEPOT INC | $757,360 | -14.1% | 2,200 | -4.3% | 0.09% | -10.8% |
| KJUL | Buy | INNOVATOR ETFS TRUSTus sml cp pwr b | $745,448 | +12.0% | 26,970 | +13.7% | 0.09% | +16.9% |
| AMAT | APPLIED MATLS INC | $686,731 | +14.4% | 2,910 | 0.0% | 0.08% | +18.6% | |
| SYK | Sell | STRYKER CORPORATION | $668,932 | -5.0% | 1,966 | -0.1% | 0.08% | -1.2% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $674,521 | +5.0% | 25,396 | -0.2% | 0.08% | +8.0% |
| FB | Sell | META PLATFORMS INCcl a | $669,120 | -4.2% | 1,327 | -7.8% | 0.08% | 0.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $648,370 | +8.8% | 2,866 | +0.1% | 0.08% | +13.0% |
| HDAW | DBX ETF TRxtrack msci all | $617,083 | -0.7% | 24,963 | 0.0% | 0.08% | +4.2% | |
| DIS | Sell | DISNEY WALT CO | $596,280 | -24.1% | 6,005 | -6.4% | 0.07% | -20.9% |
| V | Sell | VISA INC | $598,280 | -13.0% | 2,279 | -7.5% | 0.07% | -10.0% |
| CRL | CHARLES RIV LABS INTL INC | $561,278 | -23.8% | 2,717 | 0.0% | 0.07% | -20.0% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $552,371 | +21.3% | 21,807 | +10.2% | 0.07% | +26.4% |
| ECL | ECOLAB INC | $541,450 | +3.1% | 2,275 | 0.0% | 0.06% | +6.6% | |
| PJUN | INNOVATOR ETFS TRUSTus eqty pwr buf | $530,560 | +3.2% | 14,895 | 0.0% | 0.06% | +6.7% | |
| PMAR | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $523,751 | -63.4% | 13,812 | -64.5% | 0.06% | -62.0% |
| SPLG | SPDR SER TRportfolio s&p500 | $512,000 | +4.0% | 8,000 | 0.0% | 0.06% | +8.8% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $505,274 | -25.4% | 2,087 | -23.0% | 0.06% | -22.8% |
| AVGO | Buy | BROADCOM INC | $502,531 | +24.7% | 313 | +3.0% | 0.06% | +29.8% |
| ITW | ILLINOIS TOOL WKS INC | $498,090 | -11.7% | 2,102 | 0.0% | 0.06% | -7.7% | |
| ISHARES BITCOIN TR | $484,276 | -15.6% | 14,185 | 0.0% | 0.06% | -11.9% | ||
| JPM | Sell | JPMORGAN CHASE & CO. | $479,588 | -13.5% | 2,371 | -14.3% | 0.06% | -9.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $466,205 | -3.4% | 7,967 | +0.3% | 0.06% | 0.0% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $462,105 | +8.8% | 10,101 | +0.2% | 0.06% | +14.3% |
| KLAC | Sell | KLA CORP | $436,991 | +16.7% | 530 | -1.1% | 0.05% | +23.3% |
| ORCL | Sell | ORACLE CORP | $437,438 | +11.0% | 3,098 | -1.3% | 0.05% | +15.2% |
| MSI | MOTOROLA SOLUTIONS INC | $431,604 | +8.8% | 1,118 | 0.0% | 0.05% | +13.0% | |
| PG | Sell | PROCTER AND GAMBLE CO | $430,226 | -2.7% | 2,609 | -4.3% | 0.05% | +2.0% |
| UNP | UNION PAC CORP | $412,325 | -8.0% | 1,822 | 0.0% | 0.05% | -3.8% | |
| DE | Sell | DEERE & CO | $405,966 | -19.1% | 1,087 | -11.0% | 0.05% | -15.5% |
| ADBE | Sell | ADOBE INC | $398,198 | +4.3% | 717 | -5.3% | 0.05% | +9.1% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $400,232 | +2.9% | 5,128 | +0.4% | 0.05% | +6.7% |
| MPC | Buy | MARATHON PETE CORP | $392,932 | -13.7% | 2,265 | +0.2% | 0.05% | -11.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $382,691 | -5.9% | 751 | -8.6% | 0.05% | -2.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $377,510 | -13.7% | 928 | -10.8% | 0.05% | -9.8% |
| LLY | Sell | ELI LILLY & CO | $380,187 | +5.9% | 420 | -8.9% | 0.05% | +9.5% |
| CTLT | CATALENT INC | $377,753 | -0.4% | 6,718 | 0.0% | 0.05% | +4.5% | |
| TSLA | Sell | TESLA INC | $369,046 | +11.1% | 1,865 | -1.3% | 0.04% | +15.4% |
| DLTR | DOLLAR TREE INC | $351,060 | -19.8% | 3,288 | 0.0% | 0.04% | -17.6% | |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $338,961 | +5.3% | 9,602 | 0.0% | 0.04% | +10.8% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $343,099 | +2.9% | 1,283 | 0.0% | 0.04% | +5.1% | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $332,867 | -9.3% | 6,668 | 0.0% | 0.04% | -7.0% | |
| PEP | Buy | PEPSICO INC | $313,592 | -5.2% | 1,901 | +0.6% | 0.04% | 0.0% |
| NEE | Sell | NEXTERA ENERGY INC | $313,444 | +1.4% | 4,427 | -8.5% | 0.04% | +5.6% |
| Sell | COHERENT CORP | $312,303 | +17.0% | 4,310 | -2.1% | 0.04% | +22.6% | |
| ACWI | ISHARES TRmsci acwi etf | $305,391 | +2.1% | 2,717 | 0.0% | 0.04% | +5.7% | |
| HON | HONEYWELL INTL INC | $302,086 | +4.0% | 1,415 | 0.0% | 0.04% | +5.9% | |
| NKE | Sell | NIKE INCcl b | $286,632 | -20.3% | 3,803 | -0.6% | 0.04% | -16.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $289,074 | -19.0% | 1,978 | -12.4% | 0.04% | -14.6% |
| ABC | CENCORA INC | $272,162 | -7.3% | 1,208 | 0.0% | 0.03% | -2.9% | |
| NFLX | New | NETFLIX INC | $274,208 | – | 406 | +100.0% | 0.03% | – |
| HUBS | Sell | HUBSPOT INC | $274,253 | -6.9% | 465 | -1.1% | 0.03% | -2.9% |
| ABT | Buy | ABBOTT LABS | $262,769 | -7.2% | 2,529 | +1.5% | 0.03% | -3.0% |
| HQI | Buy | HIREQUEST INC | $263,096 | -4.5% | 21,303 | +0.1% | 0.03% | 0.0% |
| QLYS | QUALYS INC | $259,532 | -14.5% | 1,820 | 0.0% | 0.03% | -11.4% | |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $251,129 | +3.3% | 1,021 | 0.0% | 0.03% | +7.1% | |
| CRM | Sell | SALESFORCE INC | $245,788 | -25.7% | 956 | -13.0% | 0.03% | -21.1% |
| RSG | REPUBLIC SVCS INC | $236,123 | +1.5% | 1,215 | 0.0% | 0.03% | +7.4% | |
| MA | MASTERCARD INCORPORATEDcl a | $228,962 | -8.4% | 519 | 0.0% | 0.03% | -3.4% | |
| BLK | Sell | BLACKROCK INC | $214,454 | -30.8% | 272 | -26.9% | 0.03% | -27.8% |
| TER | New | TERADYNE INC | $217,986 | – | 1,470 | +100.0% | 0.03% | – |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $211,687 | -6.3% | 2,191 | -9.6% | 0.03% | 0.0% |
| BAC | New | BANK AMERICA CORP | $208,306 | – | 5,238 | +100.0% | 0.02% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $208,173 | – | 4,888 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP | $204,735 | – | 438 | +100.0% | 0.02% | – |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $206,788 | -7.2% | 3,041 | 0.0% | 0.02% | -3.8% | |
| TRV | TRAVELERS COMPANIES INC | $200,290 | -11.6% | 985 | 0.0% | 0.02% | -7.7% | |
| HIVE DIGITAL TECHNOLOGIES LT | $38,500 | -8.6% | 12,500 | 0.0% | 0.01% | 0.0% | ||
| BTBT | BIT DIGITAL INC | $31,800 | +10.8% | 10,000 | 0.0% | 0.00% | +33.3% | |
| PAPR | Exit | INNOVATOR ETFS TRUSTus eqt pwr buf | $0 | – | -6,151 | -100.0% | -0.02% | – |
| NDSN | Exit | NORDSON CORP | $0 | – | -776 | -100.0% | -0.02% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,336 | -100.0% | -0.03% | – |
| KJAN | Exit | INNOVATOR ETFS TRUSTus sml cp pwr b | $0 | – | -7,336 | -100.0% | -0.03% | – |
| CVNA | Exit | CARVANA COcl a | $0 | – | -3,450 | -100.0% | -0.04% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -3,728 | -100.0% | -0.04% | – |
| SHYD | Exit | VANECK ETF TRUSTshrt hgh yld mun | $0 | – | -15,303 | -100.0% | -0.04% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -14,352 | -100.0% | -0.04% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -13,200 | -100.0% | -0.80% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 28.1% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 12.2% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 6.7% |
| VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 6.6% |
| ISHARES TR | 23 | Q2 2024 | 6.7% |
| SPDR INDEX SHS FDS | 23 | Q2 2024 | 6.4% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 8.2% |
| SPDR INDEX SHS FDS | 23 | Q2 2024 | 11.9% |
| ISHARES TR | 23 | Q2 2024 | 7.1% |
View Global Strategic Investment Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-31 |
| 13F-HR | 2024-08-14 |
| N-PX | 2024-08-14 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-27 |
View Global Strategic Investment Solutions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.