Strategic Investment Solutions, Inc. /IL

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Orland Park, IL
CIK
0001960144
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,156 576,433 DFA GLOBAL ALLOCATION 6040 I, DFA GLOBAL EQUITY I, SCHWAB VALUE ADVANTAGE MONEY INV, VUG 13F-HR 2/13/2024 000106299324002891
Q3 2023 751 8,105,022 DFA GLOBAL EQUITY I, SCHD, DFA GLOBAL ALLOCATION 25/75 I, DFAT 13F-HR 11/14/2023 000106299323020781
Q2 2023 887 487,354 Net Worth, SCHWAB VALUE ADVANTAGE MONEY INV, DFA GLOBAL ALLOCATION 60/40 I, DFA US HI RELATV PROFITABILITY INSTL 13F-HR 8/15/2023 000106299323016497
Q1 2023 1,035 510,551 DFA GLOBAL ALLOCATION 60/40 I, SCHD, DFA GLOBAL EQUITY I, DFA SHORT-DURATION REAL RETURN INSTL 13F-HR 5/15/2023 000106299323011088
Q4 2022 91 202,628 SCHD, DFAT, VCSH, DUHP 13F-HR 2/14/2023 000106299323003302