Strategic Investment Solutions, Inc. /Il Portfolio Holdings
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
Strategic Investment Solutions, Inc. /Il has filed its 13F form on February 13, 2024 for Q4 2023 where it was disclosed a total value porftolio of $576 Billion distributed in 1967 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dfa Global Allocation 6040 I with a value of $80.2B, Dfa Global Equity I with a value of $42.4B, Schwab Value Advantage Money Inv with a value of $24B, Vanguard Growth ETF with a value of $22.6B, and Schwab Strategic Tr Us Dividen with a value of $15.5B.
Examining the 13F form we can see an decrease of $7.53T in the current position value, from $8.11T to 576B. Also it can be appreciated an additional of 539 stocks purchases and 2 closed positions.
Strategic Investment Solutions, Inc. /Il is based out at Orland Park, IL
Below you can find more details about Strategic Investment Solutions, Inc. /Il portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,967
- Current Value $576 Billion
- Prior Value $8.11 Trillion
- Filing
- Period Q4 2023
- Filing Date February 13, 2024
- Form Type 13F-HR
- Activity in Q4 2023
- New Purchases 539 stocks
- Additional Purchases 11 stocks
- Sold out of 2 stocks
- Reduced holdings in 598 stocks