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.
Portfolio value
$576 Billion
ETFs: $173 Billion
Technology: $15.3 Billion
Consumer Defensive: $6.5 Billion
Consumer Cyclical: $5.95 Billion
Financial Services: $5.26 Billion
Industrials: $2.86 Billion
Communication Services: $2.74 Billion
Healthcare: $2.7 Billion
Other: $3.36 Billion
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Discover Bank 4.7percent25 Cd Fdic Ins Due 042525 Us
-
$200 Million
0.03% of portfolio
-
Q4 2023New
Zions Bancorp, Nt 5.4percent24 Cd Fdic Ins Due 061324 Us