$511 Million is the total value of Strategic Investment Solutions, Inc. /IL's 1880 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | 4 | Q3 2023 | 16.5% |
| DIMENSIONAL U S TARGETEDVALUE ETF | 4 | Q3 2023 | 6.4% |
| VGRD STC ETF DV | 4 | Q3 2023 | 6.3% |
| DIMENSIONAL US HIGH PROFTBLTY ETF | 4 | Q3 2023 | 5.7% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 4 | Q3 2023 | 4.9% |
| ISHARES TR | 4 | Q3 2023 | 4.3% |
| DIMENSIONAL US CORE EQUITY MARKT ETF | 4 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.3% |
| DIMENSIONAL U S EQUITY ETF | 4 | Q3 2023 | 3.5% |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 4 | Q3 2023 | 2.7% |
View Strategic Investment Solutions, Inc. /IL's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.