| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 28.1% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 12.2% |
| VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 9.0% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 6.7% |
| ISHARES TR | 20 | Q3 2023 | 6.7% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 6.6% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 11.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 8.2% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 6.4% |
| ISHARES TR | 20 | Q3 2023 | 7.1% |
View Global Strategic Investment Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-14 |
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.