Strategic Investment Solutions, Inc. /Il Incresed Positions in Q1 2025

Strategic Investment Solutions, Inc. /Il

  • $345 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
47.5K
+ 59.37%
$369.1 - $427.61 $17.5M - $20.3M
128K $47.3B
Dimensional World Equity
114K
+ 53.34%
N/A
327K $20B
DFUS
Dimensional ETF Tr U S Equity

ETFs
62.8K
+ 20.04%
$59.61 - $66.71 $3.74M - $4.19M
376K $22.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
133K
+ 30.57%
$32.42 - $36.13 $4.32M - $4.81M
569K $18.8B
VGT
Vanguard Information Technolog

ETFs
8.34K
+ 826.98%
$542.38 - $646.34 $4.52M - $5.39M
9.34K $5.03B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
31.3K
+ 304.63%
$97.25 - $104.79 $3.04M - $3.28M
41.5K $4.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.04K
+ 50.49%
$507.05 - $563.67 $2.05M - $2.28M
12K $6.19B
DFAX
Dimensional ETF Tr
69.2K
+ 18.11%
$24.45 - $27.2 $1.69M - $1.88M
451K $11.8B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
50.5K
+ 32.08%
$40.79 - $42.32 $2.06M - $2.14M
208K $8.74B
DFAI
Dimensional ETF Tr

ETFs
76K
+ 170.5%
$28.88 - $32.4 $2.2M - $2.46M
121K $3.77B
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.49K
+ 425.1%
$307.43 - $357.48 $1.69M - $1.96M
6.78K $2.1B
VIG
Vanguard Dividend Appreciation

ETFs
5.98K
+ 70.75%
N/A
14.4K $2.8B
GLD
Spdr Gold Trust

ETFs
2.27K
+ 25.36%
$243.19 - $288.14 $552K - $654K
11.2K $3.26B
Dimensionl Us Large Cap
31.2K
+ 29.01%
N/A
139K $4.23B
Dimensnl Ultrashrt Fixed
19.8K
+ 15.86%
N/A
145K $7.34B
IAU
Ishares Gold Trust

ETFs
5.41K
+ 12.9%
$49.74 - $58.96 $269K - $319K
47.3K $2.79B
AAPL
Apple Inc.

Technology
323
+ 0.61%
$209.68 - $247.1 $67.7K - $79.8K
52.8K $11.7B
DFAU
Dimensional ETF Tr

ETFs
28.2K
+ 12.8%
$37.84 - $42.29 $1.07M - $1.19M
248K $9.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
230
+ 2.98%
$442.66 - $534.52 $102K - $123K
7.94K $4.23B
Dimensional Us Lrge Cp
11.3K
+ 208.17%
N/A
16.8K $1.08B
VTV
Vanguard Value ETF

ETFs
3.23K
+ 14.68%
$167.73 - $179.21 $541K - $578K
25.2K $4.35B
DISV
Dimensional ETF Tr Dimensional

ETFs
6.31K
+ 11.51%
$26.09 - $30.21 $165K - $191K
61.1K $1.78B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.1K
+ 27.94%
$85.29 - $92.57 $349K - $379K
18.8K $1.69B
VB
Vanguard Small Cap ETF

ETFs
1.32K
+ 45.86%
$217.89 - $252.64 $287K - $333K
4.19K $930M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.1K
+ 146.01%
$247.97 - $296.33 $272K - $325K
1.85K $466M
VPU
Vanguard Utilities ETF

ETFs
1.47K
+ 93.16%
$161.24 - $173.33 $237K - $255K
3.05K $521M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.69K
+ 12.38%
$46.74 - $47.55 $266K - $270K
51.6K $2.45B
NVDA
Nvidia Corp

Technology
5.35K
+ 53.53%
$106.98 - $149.43 $572K - $799K
15.3K $1.66B
IBM
International Business Machines Corp

Technology
82
+ 2.51%
$217.4 - $264.74 $17.8K - $21.7K
3.36K $834M
PLTR
Palantir Technologies Inc.

Technology
2.56K
+ 410.27%
$64.98 - $124.62 $166K - $319K
3.18K $268M
IRM
Iron Mountain Inc

Real Estate
2.56K
+ 1281.5%
$82.79 - $111.31 $212K - $285K
2.76K $238M
CEG
Constellation Energy Corp

Utilities
720
+ 89.0%
$201.63 - $347.44 $145K - $250K
1.53K $308M
VEA
Vanguard Ftse Developed Market

ETFs
4.11K
+ 45633.33%
$47.4 - $52.99 $195K - $218K
4.12K $209M
SLV
I Shares Silver Trust

ETFs
1.25K
+ 4.14%
$26.93 - $31.32 $33.5K - $39K
31.3K $971M
EXC
Exelon Corp

Utilities
3.85K
+ 302.2%
$37.3 - $46.08 $143K - $177K
5.12K $236M
DFAE
Dimensional ETF Tr

ETFs
5.95K
+ 81.68%
$24.64 - $26.86 $147K - $160K
13.2K $343M
JPM
Jpmorgan Chase & CO

Financial Services
319
+ 15.95%
$225.19 - $279.95 $71.8K - $89.3K
2.32K $569M
CVX
Chevron Corp

Energy
318
+ 9.75%
$146.71 - $167.97 $46.7K - $53.4K
3.58K $599M
GE
General Electric CO

Industrials
400
+ 59.7%
$168.59 - $212.13 $67.4K - $84.9K
1.07K $214M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.06%
$890.62 - $1076.86 $1.78K - $2.15K
3.25K $3.08B
WMT
Walmart Inc.

Consumer Defensive
2.5K
+ 26.88%
$84.5 - $105.05 $211K - $262K
11.8K $1.03B
LUV
Southwest Airlines CO

Industrials
2.96K
+ 126.11%
$28.18 - $34.84 $83.3K - $103K
5.3K $178M
CGMS
Capital Grp Core Plus Income E
3.77K
+ 139.08%
N/A
6.47K $177M
Ge Vernova Inc
292
+ 584.0%
N/A
342 $104M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
106
+ 1.67%
$34.58 - $45.97 $3.67K - $4.87K
6.45K $296M
PM
Philip Morris International Inc.

Consumer Defensive
56
+ 5.1%
$117.15 - $158.79 $6.56K - $8.89K
1.15K $183M
EQT
Eqt Corp

Energy
1.27K
+ 254.82%
$46.16 - $54.25 $58.6K - $68.8K
1.77K $94.4M
Ishares Bitcoin ETF
1.55K
+ 938.18%
N/A
1.71K $80.2M
JNJ
Johnson & Johnson

Healthcare
255
+ 19.77%
$142.06 - $167.7 $36.2K - $42.8K
1.55K $256M
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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