Strategic Investment Solutions, Inc. /IL: 13F holdings
CIK 19601442026Q2
| Positions | 707 |
|---|---|
| Reported value | $437.3m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD GROWTH INDEX | 708,044 | $61.0m | 13.9% |
| VTV VANGUARD VALUE INDEX | 104,302 | $22.7m | 5.2% |
| DIMENSIONAL WORLD EQUITY | 253,320 | $21.0m | 4.8% |
| DFUS DIMENSIONAL U.S. EQUITY | 239,793 | $19.6m | 4.5% |
| DFAX DIMENSIONAL WORLD EX | 519,033 | $19.1m | 4.4% |
| AOK ISHARES CORE 30/70 | 347,664 | $14.4m | 3.3% |
| AAPL APPLE INC | 47,049 | $13.6m | 3.1% |
| GLD SPDR GOLD SHARES | 29,850 | $11.0m | 2.5% |
| DIMENSIONAL U.S. | 141,622 | $9.9m | 2.3% |
| DIMENSIONAL U.S. CORE | 193,784 | $8.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1960144")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.