Notify me when Strategic Financial Services, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 144 | $2,167,662,974 | +$97,764,580 | -$68,011,577 | +$29,753,003 | INTF, SMLF, LRGF, VGIT, EMGF | 13F-HR | 09 Feb 2026, 16:53 |
| Q3 2025 | 142 | $1,992,942,913 | +$17,680,296 | -$9,298,913 | +$8,381,383 | INTF, SMLF, LRGF, VGIT, GLDM | 13F-HR | 14 Nov 2025, 11:27 |
| Q2 2025 | 138 | $1,858,773,907 | +$66,513,296 | -$43,973,370 | +$22,539,926 | INTF, SMLF, LRGF, VGIT, EMGF | 13F-HR | 01 Aug 2025, 15:42 |
| Q1 2025 | 133 | $1,707,224,629 | +$46,408,194 | -$28,593,754 | +$17,814,440 | INTF, SMLF, LRGF, VGIT, GLDM | 13F-HR | 23 May 2025, 11:55 |
| Q4 2024 | 136 | $1,676,723,660 | +$225,856,546 | -$194,879,477 | +$30,977,069 | INTF, SMLF, LRGF, VGIT, GLDM | 13F-HR | 11 Feb 2025, 09:46 |
| Q3 2024 | 141 | $1,685,463,923 | +$54,181,145 | -$47,248,872 | +$6,932,273 | INTF, LRGF, SMLF, GVI, EMGF | 13F-HR | 14 Nov 2024, 12:45 |
| Q2 2024 | 131 | $1,580,353,524 | +$66,766,336 | -$37,132,523 | +$29,633,813 | LRGF, SMLF, INTF, GVI, VCSH | 13F-HR | 12 Aug 2024, 12:44 |
| Q1 2024 | 126 | $1,548,213,508 | +$61,922,739 | -$21,970,485 | +$39,952,254 | SMLF, LRGF, INTF, GVI, VCSH | 13F-HR | 07 May 2024, 11:58 |
| Q4 2023 | 127 | $1,422,923,265 | +$57,884,524 | -$40,881,176 | +$17,003,348 | SMLF, LRGF, INTF, GVI, VCSH | 13F-HR | 08 Feb 2024, 09:35 |
| Q3 2023 | 120 | $1,284,857,775 | +$26,303,569 | -$29,073,698 | -$2,770,129 | SMLF, LRGF, INTF, GVI, VCSH | 13F-HR | 06 Nov 2023, 12:13 |
| Q2 2023 | 122 | $1,341,466,466 | +$41,030,616 | -$37,316,338 | +$3,714,278 | SMLF, LRGF, INTF, VCSH, GVI | 13F-HR | 10 Aug 2023, 08:42 |
| Q1 2023 | 119 | $1,293,259,496 | +$91,650,290 | -$97,855,557 | -$6,205,267 | SMLF, LRGF, INTF, VCSH, GVI | 13F-HR | 12 May 2023, 09:05 |
| Q4 2022 | 121 | $1,250,820,506 | +$109,539,946 | -$83,973,733 | +$25,566,213 | SMLF, LRGF, INTF, VCSH, GVI | 13F-HR | 13 Feb 2023, 16:02 |
| Q3 2022 | 126 | $1,132,956,000 | +$80,527,034 | -$54,535,018 | +$25,992,016 | SMLF, LRGF, VCSH, INTF, GVI | 13F-HR | 09 Nov 2022, 13:35 |
| Q2 2022 | 129 | $1,177,058,000 | +$52,430,951 | -$46,534,386 | +$5,896,565 | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 12 Aug 2022, 08:32 |
| Q1 2022 | 138 | $1,321,506,000 | +$126,405,178 | -$88,865,118 | +$37,540,060 | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 26 Apr 2022, 11:51 |
| Q4 2021 | 133 | $1,343,767,000 | +$44,869,746 | -$20,030,408 | +$24,839,338 | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 15 Feb 2022, 16:32 |
| Q3 2021 | 128 | $1,266,493,000 | +$57,465,456 | -$29,634,248 | +$27,831,208 | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 15 Nov 2021, 16:24 |
| Q2 2021 | 143 | $1,260,496,000 | +$50,423,153 | -$20,587,530 | +$29,835,623 | LRGF, SMLF, INTF, VCSH, GVI | 13F-HR | 16 Aug 2021, 13:57 |
| Q1 2021 | 136 | $1,183,897,000 | +$50,696,444 | -$37,403,012 | +$13,293,432 | LRGF, SMLF, INTF, GVI, VCSH | 13F-HR | 06 May 2021, 13:07 |
| Q4 2020 | 134 | $1,114,650,000 | +$79,681,996 | -$47,802,217 | +$31,879,779 | LRGF, SMLF, INTF, GVI, VCSH | 13F-HR | 08 Feb 2021, 14:03 |
| Q3 2020 | 125 | $973,715,000 | +$65,032,909 | -$25,290,608 | +$39,742,301 | LRGF, INTF, SMLF, GVI, VCSH | 13F-HR | 16 Nov 2020, 11:48 |
| Q2 2020 | 124 | $899,682,000 | +$152,045,481 | -$107,841,936 | +$44,203,545 | LRGF, INTF, SMLF, GVI, VCSH | 13F-HR | 11 Aug 2020, 09:54 |
| Q1 2020 | 120 | $748,170,000 | +$151,577,114 | -$129,486,771 | +$22,090,343 | INTF, LRGF, SMLF, GVI, EMGF | 13F-HR | 08 May 2020, 12:25 |
| Q4 2019 | 135 | $870,288,000 | +$108,684,126 | -$70,254,767 | +$38,429,359 | INTF, SMLF, LRGF, GVI, VCSH | 13F-HR | 13 Feb 2020, 15:19 |
| Q3 2019 | 134 | $782,489,000 | +$72,114,594 | -$47,430,261 | +$24,684,333 | INTF, SMLF, GVI, VCSH, LRGF | 13F-HR | 14 Nov 2019, 12:51 |
| Q2 2019 | 136 | $757,113,000 | +$54,497,106 | -$38,011,328 | +$16,485,778 | INTF, SMLF, LRGF, VCSH, GVI | 13F-HR | 13 Aug 2019, 11:04 |
| Q1 2019 | 134 | $723,395,000 | +$74,934,253 | -$56,120,951 | +$18,813,302 | INTF, SMLF, VCSH, GVI, EMGF | 13F-HR | 22 Apr 2019, 17:36 |
| Q4 2018 | 130 | $639,285,000 | +$156,835,394 | -$117,630,319 | +$39,205,075 | INTF, IWF, VIG, VCSH, GVI | 13F-HR | 11 Feb 2019, 17:23 |
| Q3 2018 | 120 | $671,339,000 | +$13,982,582 | -$17,334,064 | -$3,351,482 | IEFA, IWM, IEMG, IWF, VIG | 13F-HR | 25 Oct 2018, 10:45 |
| Q2 2018 | 118 | $648,642,000 | +$46,260,478 | -$14,163,177 | +$32,097,301 | IEFA, IWM, IEMG, IWF, VIG | 13F-HR | 06 Aug 2018, 11:55 |
| Q1 2018 | 107 | $614,943,000 | +$22,632,902 | -$32,344,740 | -$9,711,838 | IEFA, IEMG, IWM, IWF, VIG | 13F-HR | 14 May 2018, 15:04 |
| Q4 2017 | 119 | $632,364,000 | +$27,492,221 | -$27,994,536 | -$502,315 | IEFA, IEMG, IWM, IWF, VIG | 13F-HR | 05 Feb 2018, 13:14 |
| Q3 2017 | 117 | $605,493,000 | +$34,939,821 | -$23,084,465 | +$11,855,356 | IEFA, IEMG, IWM, IWF, GVI | 13F-HR | 06 Nov 2017, 10:45 |
| Q2 2017 | 115 | $571,921,000 | +$22,874,762 | -$16,787,325 | +$6,087,437 | IEFA, IEMG, GVI, IWM, IWF | 13F-HR | 14 Aug 2017, 10:26 |
| Q1 2017 | 114 | $549,907,000 | +$19,716,787 | -$17,354,624 | +$2,362,163 | IEFA, IEMG, IWM, GVI, IWF | 13F-HR | 11 May 2017, 14:52 |
| Q4 2016 | 111 | $520,912,000 | +$18,696,407 | -$6,088,898 | +$12,607,509 | IEFA, IEMG, IWM, IWF, GVI | 13F-HR | 14 Feb 2017, 15:04 |
| Q3 2016 | 103 | $503,525,000 | +$24,332,959 | -$17,690,180 | +$6,642,779 | IEFA, IEMG, IWM, IWF, GVI | 13F-HR | 07 Nov 2016, 11:36 |
| Q2 2016 | 97 | $498,502,000 | +$64,908,793 | -$22,886,002 | +$42,022,791 | IEFA, IEMG, IWM, IWF, VIG | 13F-HR | 05 Aug 2016, 15:12 |
| Q1 2016 | 93 | $430,334,000 | +$66,908,189 | -$25,001,603 | +$41,906,586 | IEFA, IEMG, IWM, GLD, IWF | 13F-HR | 05 May 2016, 14:26 |
| Q4 2015 | 96 | $380,947,000 | +$67,192,033 | -$57,569,973 | +$9,622,060 | IEFA, IEMG, IWM, IWF, VNQ | 13F-HR | 12 Feb 2016, 13:55 |
| Q3 2015 | 97 | $360,634,000 | +$58,069,387 | -$17,805,980 | +$40,263,407 | EFA, IWM, IEMG, EEM, DBC | 13F-HR | 13 Nov 2015, 11:57 |
| Q2 2015 | 91 | $356,631,000 | +$36,135,707 | -$66,122,033 | -$29,986,326 | EFA, IEMG, IWM, AAPL, IWF | 13F-HR | 12 Aug 2015, 11:58 |
| Q1 2015 | 92 | $388,151,000 | +$32,933,800 | -$18,890,487 | +$14,043,313 | EFA, EEM, IWM, AAPL, VNQ | 13F-HR | 14 May 2015, 10:30 |
| Q4 2014 | 96 | $367,833,000 | +$23,945,756 | -$23,319,790 | +$625,966 | EFA, EEM, IWM, VNQ, AAPL | 13F-HR | 12 Feb 2015, 10:34 |
| Q3 2014 | 96 | $358,237,000 | +$16,328,438 | -$12,796,736 | +$3,531,702 | EFA, EEM, IWM, AAPL, DBC | 13F-HR | 14 Nov 2014, 13:06 |
| Q2 2014 | 97 | $361,127,000 | +$31,007,040 | -$15,158,949 | +$15,848,091 | EFA, EEM, IWM, AAPL, DBC | 13F-HR | 14 Aug 2014, 10:25 |
| Q1 2014 | 96 | $338,684,000 | +$33,997,492 | -$14,885,195 | +$19,112,297 | EFA, EEM, IWM, DBC, GLD | 13F-HR | 15 May 2014, 11:31 |
| Q4 2013 | 97 | $315,395,000 | $0 | $0 | $0 | EFA, EEM, IWM, DBC, GLD | 13F-HR | 14 Feb 2014, 09:33 |