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 -$366M -$295M VUG, DFUS, DFAC, DUHP, DFAT 13F-HR 8/29/2024, 06:01 PM
Q4 2023 1,123 $576M +$268M -$7.97B -$7.7B VUG, SCHD, DFUS, DUHP, DFAT 13F-HR 2/13/2024, 10:48 AM
Q3 2023 709 $7.89B $0 $0 SCHD, DFAT, VUG, DFUV, BRKB 13F-HR 11/14/2023, 02:40 PM
Q2 2023 868 $234M +$4.9M -$276M -$272M SCHD, DFAT, DFUV, DFAU, IXUS 13F-HR 8/15/2023, 02:34 PM
Q1 2023 1,015 $510M +$327M -$11.7M +$315M SCHD, DUHP, DFAT, VCSH, DFUV 13F-HR 5/15/2023, 02:57 PM
Q4 2022 91 $199M $0 $0 SCHD, DFAT, VCSH, DUHP, DFUV 13F-HR 2/14/2023, 01:30 PM