Strategic Financial Services, Inc,

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Utica, NY
CIK
0001432539
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 127 1,422,923 SMLF, LRGF, INTF, GVI 13F-HR 2/8/2024 000143253924000001
Q3 2023 120 1,284,857 SMLF, LRGF, INTF, GVI 13F-HR 11/6/2023 000143253923000005
Q2 2023 122 1,341,466 SMLF, LRGF, INTF, VCSH 13F-HR 8/10/2023 000143253923000004
Q1 2023 119 1,293,259 SMLF, LRGF, INTF, VCSH 13F-HR 5/12/2023 000143253923000003
Q4 2022 121 1,250,820 SMLF, LRGF, INTF, VCSH 13F-HR 2/13/2023 000143253923000001
Q3 2022 126 1,132,957 SMLF, LRGF, VCSH, INTF 13F-HR 11/9/2022 000143253922000005
Q2 2022 129 1,177,058 LRGF, SMLF, INTF, VCSH 13F-HR 8/12/2022 000143253922000004
Q1 2022 138 1,321,506 LRGF, SMLF, INTF, VCSH 13F-HR 4/26/2022 000143253922000003
Q4 2021 133 1,343,767 LRGF, SMLF, INTF, VCSH 13F-HR 2/15/2022 000143253922000001
Q3 2021 128 1,266,493 LRGF, SMLF, INTF, VCSH 13F-HR 11/15/2021 000143253921000006
Q2 2021 143 1,260,496 LRGF, SMLF, INTF, VCSH 13F-HR 8/16/2021 000143253921000005
Q1 2021 136 1,183,897 LRGF, SMLF, INTF, GVI 13F-HR 5/6/2021 000143253921000004
Q4 2020 134 1,115,091 LRGF, SMLF, INTF, GVI 13F-HR 2/8/2021 000143253921000001
Q3 2020 126 973,715 LRGF, INTF, SMLF, GVI 13F-HR 11/16/2020 000143253920000007
Q2 2020 125 899,695 LRGF, INTF, SMLF, GVI 13F-HR 8/11/2020 000143253920000006
Q1 2020 120 748,170 INTF, LRGF, SMLF, GVI 13F-HR 5/8/2020 000143253920000005
Q4 2019 135 870,288 INTF, SMLF, LRGF, GVI 13F-HR 2/13/2020 000143253920000001
Q3 2019 134 782,489 INTF, SMLF, GVI, VCSH 13F-HR 11/14/2019 000143253919000002
Q2 2019 136 757,113 INTF, SMLF, LRGF, VCSH 13F-HR 8/13/2019 000158064219003650
Q1 2019 134 723,395 INTF, SMLF, VCSH, GVI 13F-HR 4/23/2019 000158064219002031
Q4 2018 130 639,285 INTF, IWF, VIG, VCSH 13F-HR 2/11/2019 000158064219000737
Q3 2018 120 671,339 IEFA, IWM, IEMG, IWF 13F-HR 10/25/2018 000143253918000005
Q2 2018 118 648,642 IEFA, IWM, IEMG, IWF 13F-HR 8/6/2018 000143253918000004
Q1 2018 107 614,943 IEFA, IEMG, IWM, IWF 13F-HR 5/14/2018 000143253918000003
Q4 2017 119 632,364 IEFA, IEMG, IWM, IWF 13F-HR 2/5/2018 000143253918000002
Q3 2017 117 605,493 IEFA, IEMG, IWM, IWF 13F-HR 11/6/2017 000143253917000004
Q2 2017 115 571,921 IEFA, IEMG, GVI, IWM 13F-HR 8/14/2017 000143253917000003
Q1 2017 114 549,907 IEFA, IEMG, IWM, GVI 13F-HR 5/11/2017 000143253917000002
Q4 2016 111 520,912 IEFA, IEMG, IWM, IWF 13F-HR 2/14/2017 000143253917000001
Q3 2016 103 503,525 IEFA, IEMG, IWM, IWF 13F-HR 11/7/2016 000143253916000010
Q2 2016 97 498,502 IEFA, IEMG, IWM, IWF 13F-HR 8/5/2016 000143253916000009
Q1 2016 93 430,334 IEFA, IEMG, IWM, GLD 13F-HR 5/5/2016 000143253916000008
Q4 2015 96 380,947 IEFA, IEMG, IWM, IWF 13F-HR 2/12/2016 000143253916000006
Q3 2015 97 360,634 EFA, IWM, IEMG, EEM 13F-HR 11/13/2015 000143253915000005
Q2 2015 91 356,631 EFA, IEMG, IWM, AAPL 13F-HR 8/12/2015 000143253915000004
Q1 2015 92 388,151 EFA, EEM, IWM, AAPL 13F-HR 5/14/2015 000143253915000002
Q4 2014 96 367,833 EFA, EEM, IWM, VNQ 13F-HR 2/12/2015 000143253915000001
Q3 2014 96 358,237 EFA, EEM, IWM, AAPL 13F-HR 11/14/2014 000143253914000004
Q2 2014 97 361,127 EFA, EEM, IWM, AAPL 13F-HR 8/14/2014 000143253914000003
Q1 2014 96 341,507 EFA, EEM, IWM, PowerShares DB Commodity Index 13F-HR 5/15/2014 000143253914000002
Q4 2013 97 315,395 EFA, EEM, IWM, PowerShares DB Commodity Index 13F-HR 2/14/2014 000143253914000001