Strategic Investment Solutions, Inc. /Il Incresed Positions in Q4 2024

Strategic Investment Solutions, Inc. /Il

  • $299 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
173K
+ 177.59%
$26.93 - $84.95 $4.67M - $14.7M
271K $14.8B
VGSH
Vanguard

ETFs
37.2K
+ 60.08%
$58.02 - $58.88 $2.16M - $2.19M
99K $5.74B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
25.2K
+ 57.32%
$77.86 - $79.27 $1.96M - $2M
69.2K $5.35B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
40.2K
+ 34.25%
$41.17 - $43.34 $1.65M - $1.74M
157K $6.54B
IXUS
Ishares Tr

ETFs
26.3K
+ 157.92%
$65.95 - $72.56 $1.73M - $1.91M
42.9K $2.57B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
53.2K
+ 25.18%
$40.38 - $44.35 $2.15M - $2.36M
264K $10.1B
DFSV
Dimensional ETF Tr Dimensional

ETFs
41.6K
+ 18.05%
$30.18 - $33.87 $1.26M - $1.41M
272K $8.12B
DFAU
Dimensional ETF Tr

ETFs
23K
+ 11.68%
$39.27 - $42.38 $904K - $976K
220K $8.65B
TSLA
Tesla, Inc.

Consumer Cyclical
581
+ 11.96%
$213.65 - $479.86 $124K - $279K
5.44K $2.07B
Dimensionl Us Large Cap
27.3K
+ 34.05%
N/A
107K $3.16B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
20.8K
+ 172.69%
$23.01 - $26.06 $478K - $542K
32.8K $775M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.51K
+ 15.5%
$47.65 - $48.6 $215K - $219K
33.6K $1.86B
Dimensional Global
6.03K
+ 22.73%
N/A
32.5K $1.78B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.54K
+ 21.77%
$49.79 - $51.14 $276K - $283K
31K $1.62B
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.74K
+ 14.29%
$46.75 - $47.8 $268K - $274K
45.9K $2.2B
DFAR
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 12.54%
$22.72 - $25.76 $267K - $303K
105K $2.64B
UPS
United Parcel Service Inc

Industrials
889
+ 22.52%
$122.65 - $138.35 $109K - $123K
4.84K $761M
VDE
Vanguard Energy ETF

ETFs
1.47K
+ 174.85%
$116.67 - $136.78 $171K - $201K
2.31K $276M
COIN
Coinbase Global, Inc.

Technology
960
+ 1280.0%
$163.17 - $343.62 $157K - $330K
1.04K $186M
MGK
Vanguard Mega Cap Growth ETF

ETFs
586
+ 83.12%
$316.94 - $357.88 $186K - $210K
1.29K $366M
ABT
Abbott Laboratories

Healthcare
1.1K
+ 56.18%
$111.93 - $119.39 $123K - $131K
3.06K $338M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.72K
+ 8.26%
$63.58 - $71.15 $300K - $336K
61.9K $3.82B
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.4K
+ 81.2%
$25.15 - $27.57 $186K - $204K
16.5K $361M
SPY
Spdr S&P 500 ETF Trust

ETFs
179
+ 28.32%
$567.81 - $607.81 $102K - $109K
811 $467M
Arm Hldgs PLC F
1.42K
+ 1437.37%
N/A
1.52K $116M
VTI
Vanguard Total Stock Market Et

ETFs
436
+ 135.4%
$280.04 - $302.45 $122K - $132K
758 $186M
RDFN
Redfin Corp

Real Estate
9.18K
+ 18368.0%
$7.87 - $12.55 $72.3K - $115K
9.23K $95.2M
DIS
Walt Disney CO

Communication Services
913
+ 36.7%
$92.39 - $117.6 $84.4K - $107K
3.4K $332M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.49K
+ 133.63%
$8.24 - $11.07 $28.7K - $38.6K
6.1K $113M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.25%
$873.59 - $994.69 $6.99K - $7.96K
3.25K $2.96B
HOOD
Robinhood Markets, Inc.

Technology
6.82K
+ 170425.0%
$22.33 - $43.2 $152K - $294K
6.82K $87M
SNOW
Snowflake Inc.

Technology
423
+ 829.41%
$109.65 - $186.51 $46.4K - $78.9K
474 $92.1M
CRM
Salesforce, Inc.

Technology
300
+ 297.03%
$270.87 - $367.87 $81.3K - $110K
401 $112M
OXY
Occidental Petroleum Corp

Energy
1.45K
+ 80.65%
$45.36 - $55.91 $65.8K - $81.1K
3.25K $177M
DFAE
Dimensional ETF Tr

ETFs
3.3K
+ 82.96%
$25.36 - $28.15 $83.7K - $93K
7.28K $183M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
136
+ 1360.0%
$260.53 - $404.79 $35.4K - $55.1K
146 $73.4M
AMD
Advanced Micro Devices Inc

Technology
640
+ 91.69%
$118.88 - $172.8 $76.1K - $111K
1.34K $185M
MRVL
Marvell Technology, Inc.

Technology
885
+ 182.85%
$70.31 - $124.78 $62.2K - $110K
1.37K $104M
CGDV
Capital Group Divid Value ETF

ETFs
2.26K
+ 24.04%
$35.16 - $37.12 $79.4K - $83.8K
11.6K $411M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29.8K
+ 296.86%
$25.93 - $105.3 $772K - $3.13M
39.8K $1.11B
PLUG
Plug Power Inc

Industrials
13.6K
+ 1182.37%
$1.87 - $2.67 $25.3K - $36.2K
14.7K $65.9M
ADBE
Adobe Inc.

Technology
136
+ 755.56%
$437.39 - $552.96 $59.5K - $75.2K
154 $72.2M
SUB
Ishares Short Term National Mu

ETFs
577
+ 16.7%
$104.94 - $106.2 $60.6K - $61.3K
4.03K $425M
NKE
Nike, Inc.

Consumer Cyclical
492
+ 222.62%
$73.36 - $89.13 $36.1K - $43.9K
713 $77.4M
PFE
Pfizer Inc

Healthcare
2.48K
+ 58.67%
$24.8 - $30.19 $61.4K - $74.8K
6.7K $179M
VBK
Vanguard Small Cap Growth ETF

ETFs
211
+ 39.0%
$264.18 - $304.19 $55.7K - $64.2K
752 $200M
SBUX
Starbucks Corp

Consumer Cyclical
572
+ 144.81%
$87.44 - $102.5 $50K - $58.6K
967 $91M
BA
Boeing CO

Industrials
184
+ 46.23%
$138.14 - $180.72 $25.4K - $33.3K
582 $112M
LCID
Lucid Group, Inc.

Consumer Cyclical
12.2K
+ 11756.73%
$2.01 - $3.44 $24.6K - $42.1K
12.3K $51.6M
Activity Summary
Buys All Purchases 245 New Holdings 68 Increased Positions 177 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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