Strategic Investment Solutions, Inc. /il Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationorland park, IL
- CIK0001960144
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
632 | $378.12 M | VUG, DFUS, DFAW, DFAX | 13F-HR | Dec 3, 2025 | 000106299325017159 | ||
623 | $330.64 M | VUG, DFUS, DFAW, DFAC | 13F-HR | Jul 16, 2025 | 000106299325012891 | ||
659 | $344.64 M | VUG, DFUS, DFAW, DFAC | 13F-HR | May 9, 2025 | 000106299325008965 | ||
725 | $298.93 M | VUG, DUHP, SCHD, DFAC | 13F-HR | Feb 13, 2025 | 000106299325002339 | ||
683 | $333.76 M | VUG, DFUS, DFAC, DUHP | 13F-HR | Oct 23, 2024 | 000106299324017896 | ||
651 | $309.65 M | VUG, DFUS, DFAC, DUHP | 13F-HR | Aug 30, 2024 | 000106299324015897 | ||
1,156 | $576.43 M | DGSIX, DGEIX, SCHWAB VALUE ADVANTAGE MONEY F, VUG | 13F-HR | Feb 13, 2024 | 000106299324002891 | ||
751 | $8.11 B | DGEIX, SCHD, DGTSX, DFAT | 13F-HR | Nov 14, 2023 | 000106299323020781 | ||
887 | $487.36 M | 0, SCHWAB VALUE ADVANTAGE MONEY F, DGSIX, DURPX | 13F-HR | Aug 15, 2023 | 000106299323016497 | ||
1,035 | $510.55 M | DGSIX, SCHD, DGEIX, DFAIX | 13F-HR | May 15, 2023 | 000106299323011088 | ||
91 | $202.63 M | SCHD, DFAT, VCSH, DUHP | 13F-HR | Feb 14, 2023 | 000106299323003302 |