Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Global Strategic Investment Solutions, LLC (CIK 1760076) reported $1.03B across 143 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($103.1M, 10.05%), VONV ($85.9M, 8.37%), VONG ($76.3M, 7.43%), IUSB ($58.5M, 5.70%), AVLV ($54.0M, 5.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $103.1M | 10.05% | 1.1M | Added |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | $85.9M | 8.37% | 915,963 | Added |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $76.3M | 7.43% | 695,315 | Added |
| 4 | IUSB | ISHARES TR | $58.5M | 5.70% | 1.3M | Added |
| 5 | AVLV | AMERICAN CENTY ETF TR | $54.0M | 5.26% | 669,290 | Trimmed |
| 6 | SPDW | SPDR INDEX SHS FDS | $45.8M | 4.46% | 1.0M | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $42.3M | 4.12% | 96,782 | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FDS | $38.5M | 3.75% | 770,917 | Added |
| 9 | SPEM | SPDR INDEX SHS FDS | $32.4M | 3.16% | 690,687 | Trimmed |
| 10 | MUB | ISHARES TR | $31.4M | 3.06% | 296,178 | Added |
| 11 | IEMG | ISHARES INC | $30.8M | 3.00% | 441,563 | Trimmed |
| 12 | AVSCX | AMERICAN CENTY ETF TR | $23.5M | 2.30% | 500,872 | New |
| 13 | JMST | J P MORGAN EXCHANGE TRADED F | $21.5M | 2.09% | 420,940 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $18.8M | 1.84% | 28,951 | Added |
| 15 | IDEV | ISHARES TR | $18.8M | 1.83% | 224,645 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $17.8M | 1.74% | 90,773 | Added |
| 17 | SCHG | SCHWAB STRATEGIC TR | $17.7M | 1.73% | 608,656 | Trimmed |
| 18 | AVIV | AMERICAN CENTY ETF TR | $17.3M | 1.69% | 231,424 | Trimmed |
| 19 | AVLC | AMERICAN CENTY ETF TR | $17.0M | 1.65% | 218,787 | Trimmed |
| 20 | IUSV | ISHARES TR | $14.9M | 1.45% | 145,694 | Added |
| 21 | HDV | ISHARES TR | $13.0M | 1.26% | 95,588 | Added |
| 22 | SCHV | SCHWAB STRATEGIC TR | $12.8M | 1.25% | 420,781 | Trimmed |
| 23 | ICSH | ISHARES TR | $12.3M | 1.20% | 243,383 | Trimmed |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $10.3M | 1.00% | 160,321 | Trimmed |
| 25 | IWF | ISHARES TR | $10.2M | 1.00% | 24,023 | Added |
Source: SEC Form 13F filings · as of 2026-03-31