Strategic Investment Solutions, Inc. /IL

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 30, 2024
Value $
$302M
Signature - Title
Doug Stepansky - CCO
Location
9501 W. 144 Th Place, Suite 101, Orland Park, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 680 $302M +$71M -$358M -$287M VUG, DFUS, DFAC, DUHP, DFAT 13F-HR 8/29/2024, 06:01 PM
Q4 2023 1,113 $568M +$275M -$7.85B -$7.58B VUG, SCHD, DFUS, DUHP, DFAT 13F-HR 2/13/2024, 10:48 AM
Q3 2023 563 $7.78B SCHD, DFAT, VUG, DFUV, BRKB 13F-HR 11/14/2023, 02:40 PM
Q2 2023 1,043 $228M +$4.64M -$277M -$272M SCHD, DFAT, DFUV, DFAU, IXUS 13F-HR 8/15/2023, 03:34 PM
Q1 2023 1,012 $510M SCHD, DUHP, DFAT, VCSH, DFUV 13F-HR 5/15/2023, 02:57 PM
Q4 2022 81 $198M SCHD, DFAT, VCSH, DUHP, DFUV 13F-HR 2/14/2023, 12:30 PM