| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | 5 | Q4 2023 | 16.5% |
| DIMENSIONAL U S TARGETEDVALUE ETF | 5 | Q4 2023 | 6.4% |
| DIMENSIONAL US HIGH PROFTBLTY ETF | 5 | Q4 2023 | 5.7% |
| VGRD STC ETF DV | 5 | Q4 2023 | 6.3% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 5 | Q4 2023 | 4.9% |
| VANGUARD INDEX FDS | 5 | Q4 2023 | 3.9% |
| ISHARES TR | 5 | Q4 2023 | 4.3% |
| DIMENSIONAL U S EQUITY ETF | 5 | Q4 2023 | 3.5% |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 5 | Q4 2023 | 2.7% |
| DIMENSIONAL US CORE EQUITY MARKT ETF | 5 | Q4 2023 | 3.7% |
View Strategic Investment Solutions, Inc. /IL's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-30 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Strategic Investment Solutions, Inc. /IL'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.