Strategic Financial Services, Inc,

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    utica, NY
  • CIK
    0001432539
  • Alternate names
    Strategic Financial Services, Inc.
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

133

$1.71 B
INTF, SMLF, LRGF, VANGUARD SCOTTSDALE FDS
13F-HR
May 23, 2025
000143253925000006

136

$1.68 B
INTF, SMLF, LRGF, VANGUARD SCOTTSDALE FDS
13F-HR
Feb 11, 2025
000143253925000001

141

$1.69 B
INTF, LRGF, SMLF, GVI
13F-HR
Nov 14, 2024
000143253924000009

131

$1.58 B
LRGF, SMLF, INTF, GVI
13F-HR
Aug 12, 2024
000143253924000005

126

$1.55 B
SMLF, LRGF, INTF, GVI
13F-HR
May 7, 2024
000143253924000003

127

$1.42 B
SMLF, LRGF, INTF, GVI
13F-HR
Feb 8, 2024
000143253924000001

120

$1.28 B
SMLF, LRGF, INTF, GVI
13F-HR
Nov 6, 2023
000143253923000005

122

$1.34 B
SMLF, LRGF, INTF, VCSH
13F-HR
Aug 10, 2023
000143253923000004

119

$1.29 B
SMLF, LRGF, INTF, VCSH
13F-HR
May 12, 2023
000143253923000003

121

$1.25 B
SMLF, LRGF, INTF, VCSH
13F-HR
Feb 13, 2023
000143253923000001

126

$1.13 B
SMLF, LRGF, VCSH, INTF
13F-HR
Nov 9, 2022
000143253922000005

129

$1.18 B
LRGF, SMLF, INTF, VCSH
13F-HR
Aug 12, 2022
000143253922000004

138

$1.32 B
LRGF, SMLF, INTF, VCSH
13F-HR
Apr 26, 2022
000143253922000003

133

$1.34 B
LRGF, SMLF, INTF, VCSH
13F-HR
Feb 15, 2022
000143253922000001

128

$1.27 B
LRGF, SMLF, INTF, VCSH
13F-HR
Nov 15, 2021
000143253921000006

143

$1.26 B
LRGF, SMLF, INTF, VCSH
13F-HR
Aug 16, 2021
000143253921000005

136

$1.18 B
LRGF, SMLF, INTF, GVI
13F-HR
May 6, 2021
000143253921000004

134

$1.12 B
LRGF, SMLF, INTF, GVI
13F-HR
Feb 8, 2021
000143253921000001

126

$973.72 M
LRGF, INTF, SMLF, GVI
13F-HR
Nov 16, 2020
000143253920000007

125

$899.70 M
LRGF, INTF, SMLF, GVI
13F-HR
Aug 11, 2020
000143253920000006

120

$748.17 M
INTF, LRGF, SMLF, GVI
13F-HR
May 8, 2020
000143253920000005

135

$870.29 M
INTF, SMLF, LRGF, GVI
13F-HR
Feb 13, 2020
000143253920000001

134

$782.49 M
INTF, SMLF, GVI, VCSH
13F-HR
Nov 14, 2019
000143253919000002

136

$757.11 M
INTF, SMLF, LRGF, VCSH
13F-HR
Aug 13, 2019
000158064219003650

134

$723.39 M
INTF, SMLF, VCSH, GVI
13F-HR
Apr 23, 2019
000158064219002031

130

$639.28 M
INTF, IWF, VIG, VCSH
13F-HR
Feb 11, 2019
000158064219000737

120

$671.34 M
IEFA, IWM, IEMG, IWF
13F-HR
Oct 25, 2018
000143253918000005

118

$648.64 M
IEFA, IWM, IEMG, IWF
13F-HR
Aug 6, 2018
000143253918000004

107

$614.94 M
IEFA, IEMG, IWM, IWF
13F-HR
May 14, 2018
000143253918000003

119

$632.36 M
IEFA, IEMG, IWM, IWF
13F-HR
Feb 5, 2018
000143253918000002

117

$605.49 M
IEFA, IEMG, IWM, IWF
13F-HR
Nov 6, 2017
000143253917000004

115

$571.92 M
IEFA, IEMG, GVI, IWM
13F-HR
Aug 14, 2017
000143253917000003

114

$549.91 M
IEFA, IEMG, IWM, GVI
13F-HR
May 11, 2017
000143253917000002

111

$520.91 M
IEFA, IEMG, IWM, IWF
13F-HR
Feb 14, 2017
000143253917000001

103

$503.52 M
IEFA, IEMG, IWM, IWF
13F-HR
Nov 7, 2016
000143253916000010

97

$498.50 M
IEFA, IEMG, IWM, IWF
13F-HR
Aug 5, 2016
000143253916000009

93

$430.33 M
IEFA, IEMG, IWM, GQ9
13F-HR
May 5, 2016
000143253916000008

96

$380.95 M
IEFA, IEMG, IWM, IWF
13F-HR
Feb 12, 2016
000143253916000006

97

$360.63 M
EFA, IWM, IEMG, EEM
13F-HR
Nov 13, 2015
000143253915000005

91

$356.63 M
EFA, IEMG, IWM, AAPL
13F-HR
Aug 12, 2015
000143253915000004

92

$388.15 M
EFA, EEM, IWM, AAPL
13F-HR
May 14, 2015
000143253915000002

96

$367.83 M
EFA, EEM, IWM, VNQ
13F-HR
Feb 12, 2015
000143253915000001

96

$358.24 M
EFA, EEM, IWM, AAPL
13F-HR
Nov 14, 2014
000143253914000004

97

$361.13 M
EFA, EEM, IWM, AAPL
13F-HR
Aug 14, 2014
000143253914000003

96

$341.51 M
EFA, EEM, IWM, POWERSHARES DB CMDTY IDX TRA
13F-HR
May 15, 2014
000143253914000002

97

$315.39 M
EFA, EEM, IWM, POWERSHARES DB CMDTY IDX TRA
13F-HR
Feb 14, 2014
000143253914000001