Strategic Investment Solutions, Inc. /Il Reduced Holdings in Q1 2025

Strategic Investment Solutions, Inc. /Il

  • $345 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-77.5K
- 28.57%
$27.01 - $28.54 $2.09M - $2.21M
194K $5.41B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-44K
- 63.57%
$77.7 - $78.94 $3.42M - $3.47M
25.2K $1.99B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-49.9K
- 18.33%
$27.56 - $32.1 $1.37M - $1.6M
222K $6.25B
IXUS
Ishares Tr

ETFs
-31.9K
- 74.32%
$65.06 - $72.31 $2.08M - $2.31M
11K $770M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-93.4K
- 17.58%
$32.57 - $35.82 $3.04M - $3.34M
438K $14.5B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-51.3K
- 19.39%
$39.96 - $43.3 $2.05M - $2.22M
213K $8.78B
Dimensional Global
-19K
- 58.24%
N/A
13.6K $723M
VGSH
Vanguard

ETFs
-15.8K
- 15.94%
$58.07 - $58.69 $916K - $926K
83.2K $4.88B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-28.5K
- 86.92%
$22.91 - $25.71 $654K - $734K
4.29K $109M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-4.89K
- 14.55%
$47.35 - $48.24 $231K - $236K
28.7K $1.37B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.53K
- 47.79%
$95.85 - $99.25 $338K - $350K
3.85K $381M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.68K
- 5.95%
$58.81 - $68.2 $217K - $251K
58.2K $3.48B
UPS
United Parcel Service Inc

Industrials
-947
- 19.58%
$109.66 - $136.26 $104K - $129K
3.89K $428M
GOOGL
Alphabet Inc.

Communication Services
-2.3K
- 57.04%
$154.33 - $206.19 $354K - $473K
1.73K $267M
GOOG
Alphabet Inc.

Communication Services
-2.11K
- 57.48%
$156.06 - $207.71 $329K - $437K
1.56K $243M
VUSB
Vanguard Bd Index Fds
-1.7K
- 3.87%
N/A
42.3K $2.11B
V
Visa Inc.

Financial Services
-1K
- 81.88%
$306.92 - $362.71 $308K - $364K
222 $77.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.74K
- 15.19%
$23.16 - $27.04 $133K - $155K
32.1K $751M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.84K
- 15.55%
N/A
10K $881M
COIN
Coinbase Global, Inc.

Technology
-960
- 92.75%
$172.23 - $301.3 $165K - $289K
75 $12.9M
MSFT
Microsoft Corp

Technology
-198
- 4.46%
$375.39 - $447.2 $74.3K - $88.5K
4.24K $1.59B
AMD
Advanced Micro Devices Inc

Technology
-1.03K
- 77.28%
$96.63 - $129.55 $99.9K - $134K
304 $31.2M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-8.53K
- 51.67%
$25.1 - $27.85 $214K - $238K
7.98K $215M
DIS
Walt Disney CO

Communication Services
-1.39K
- 40.9%
$96.87 - $114.0 $135K - $159K
2.01K $198M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-471
- 1.18%
$24.91 - $29.02 $11.7K - $13.7K
39.3K $985M
Arm Hldgs PLC Equity A F
-1.44K
- 94.48%
N/A
84 $8.97M
MCHP
Microchip Technology Inc

Technology
-1.01K
- 75.06%
$48.41 - $64.3 $48.7K - $64.6K
334 $16.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-2.45K
- 75.11%
$40.27 - $42.11 $98.8K - $103K
813 $34.2M
RDFN
Redfin Corp

Real Estate
-9.18K
- 99.46%
$5.82 - $11.39 $53.5K - $105K
50 $460K
HOOD
Robinhood Markets, Inc.

Technology
-6.82K
- 99.94%
$35.63 - $65.28 $243K - $445K
4 $166K
SPY
Spdr S&P 500 ETF Trust

ETFs
-130
- 16.03%
$551.42 - $612.93 $71.7K - $79.7K
681 $381M
VTI
Vanguard Total Stock Market Et

ETFs
-390
- 51.45%
$271.18 - $303.12 $106K - $118K
368 $101M
SNOW
Snowflake Inc.

Technology
-423
- 89.24%
$146.16 - $192.78 $61.8K - $81.5K
51 $7.45M
CRM
Salesforce, Inc.

Technology
-300
- 74.81%
$268.36 - $359.95 $80.5K - $108K
101 $27.1M
BA
Boeing CO

Industrials
-412
- 70.79%
$148.15 - $186.25 $61K - $76.7K
170 $29M
OXY
Occidental Petroleum Corp

Energy
-1.36K
- 41.81%
$45.45 - $52.7 $61.7K - $71.6K
1.89K $93.3M
ABT
Abbott Laboratories

Healthcare
-1.14K
- 37.15%
$111.1 - $140.22 $126K - $159K
1.92K $255M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.35K
- 54.85%
$9.19 - $12.93 $30.7K - $43.3K
2.75K $30.8M
MRVL
Marvell Technology, Inc.

Technology
-946
- 69.1%
$61.57 - $126.06 $58.2K - $119K
423 $29.1M
META
Meta Platforms, Inc.

Communication Services
-401
- 26.86%
$576.36 - $736.67 $231K - $295K
1.09K $630M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-136
- 93.15%
$283.06 - $421.16 $38.5K - $57.3K
10 $2.83M
PFE
Pfizer Inc

Healthcare
-2.4K
- 35.81%
$25.01 - $27.13 $60K - $65.1K
4.3K $109M
VDE
Vanguard Energy ETF

ETFs
-697
- 30.23%
$119.14 - $132.76 $83K - $92.5K
1.61K $209M
PLUG
Plug Power Inc

Industrials
-13.6K
- 92.2%
$1.34 - $3.15 $18.2K - $42.7K
1.15K $1.55M
NKE
Nike, Inc.

Consumer Cyclical
-489
- 68.58%
$63.29 - $81.72 $30.9K - $40K
224 $14.2M
SBUX
Starbucks Corp

Consumer Cyclical
-670
- 69.29%
$91.75 - $115.81 $61.5K - $77.6K
297 $29.1M
CVS
Cvs Health Corp

Healthcare
-816
- 79.69%
$44.22 - $68.64 $36.1K - $56K
208 $14.1M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-98
- 28.74%
$314.47 - $431.35 $30.8K - $42.3K
243 $89.1M
SUB
Ishares Short Term National Mu

ETFs
-536
- 13.29%
$105.3 - $106.24 $56.4K - $56.9K
3.5K $369M
Activity Summary
Buys All Purchases 223 New Holdings 56 Increased Positions 167 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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