Strategic Investment Solutions, Inc. /IL

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$334M
Signature - Title
Doug Stepansky - CCO
Location
Orland Park, IL
Summary
This page shows a list of all the recent 13F filings made by Strategic Investment Solutions, Inc. /IL. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Investment Solutions, Inc. /IL reported 658 stock holdings with total value $334M as of Q3 2024. Top holdings included VUG, DFUS, DFAC, DUHP, and DFAW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 658 $334M +$21.9M -$4.43M +$17.5M VUG, DFUS, DFAC, DUHP, DFAW 13F-HR 10/23/2024, 03:25 PM
Q2 2024 680 $302M +$71M -$366M -$295M VUG, DFUS, DFAC, DUHP, DFAT 13F-HR 8/29/2024, 06:01 PM
Q4 2023 1,123 $576M +$268M -$8.15B -$7.88B VUG, SCHD, DFUS, DUHP, DFAT 13F-HR 2/13/2024, 10:48 AM
Q3 2023 849 $8.08B +$7.95B -$117M +$7.84B SCHD, DFAT, VUG, DFUV, BRKB 13F-HR 11/14/2023, 02:40 PM
Q2 2023 872 $236M +$4.99M -$281M -$276M SCHD, DFAT, DFUV, DFAU, IXUS 13F-HR 8/15/2023, 02:34 PM
Q1 2023 1,016 $511M +$327M -$11.6M +$315M SCHD, DUHP, DFAT, VCSH, DFUV 13F-HR 5/15/2023, 02:57 PM
Q4 2022 91 $198M $0 $0 SCHD, DFAT, VCSH, DUHP, DFUV 13F-HR 2/14/2023, 01:30 PM