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.
Strategic Investment Solutions, Inc. /IL (CIK 1960144) reported $414.0M across 667 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($61.5M, 14.86%), DFAW ($20.7M, 5.00%), VTV ($18.8M, 4.53%), DFAX ($17.3M, 4.18%), DFUS ($17.1M, 4.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH INDEX | $61.5M | 14.86% | 140,546 | Trimmed |
| 2 | DFAW | DIMENSIONAL WORLD EQUITY | $20.7M | 5.00% | 280,765 | Trimmed |
| 3 | VTV | VANGUARD VALUE INDEX | $18.8M | 4.53% | 94,875 | Added |
| 4 | DFAX | DIMENSIONAL WORLD EX | $17.3M | 4.18% | 509,315 | Added |
| 5 | DFUS | DIMENSIONAL U.S. EQUITY | $17.1M | 4.13% | 241,407 | Trimmed |
| 6 | AOK | ISHARES CORE 30/70 | $15.8M | 3.82% | 396,812 | Added |
| 7 | AAPL | APPLE INC | $12.7M | 3.06% | 50,037 | Trimmed |
| 8 | GLD | SPDR GOLD SHARES | $12.4M | 2.99% | 28,426 | Added |
| 9 | VGUS | VANGUARD ULTRA-SHORT | $9.9M | 2.38% | 130,580 | Trimmed |
| 10 | DFAT | DIMENSIONAL U.S. | $8.6M | 2.07% | 137,315 | Added |
| 11 | DFIV | DIMENSIONAL | $8.0M | 1.92% | 149,258 | Added |
| 12 | DFAC | DIMENSIONAL U.S. CORE | $7.8M | 1.88% | 200,854 | Trimmed |
| 13 | SLV | ISHARES SILVER TRUST | $7.4M | 1.78% | 108,326 | Trimmed |
| 14 | VDC | VANGUARD CONSUMER | $6.7M | 1.61% | 29,621 | Trimmed |
| 15 | DFUV | DIMENSIONAL US | $6.3M | 1.52% | 130,123 | Trimmed |
| 16 | VGSH | VANGUARD SHORT-TERM | $5.9M | 1.41% | 101,024 | Added |
| 17 | DFCF | DIMENSIONAL CORE FIXED | $5.5M | 1.33% | 131,105 | Trimmed |
| 18 | DUSB | DIMENSIONAL ULTRASHORT | $5.5M | 1.33% | 109,032 | Trimmed |
| 19 | VOO | VANGUARD S&P 500 ETF | $5.0M | 1.20% | 8,311 | Trimmed |
| 20 | DUHP | DIMENSIONAL US HIGH | $4.8M | 1.15% | 129,529 | Trimmed |
| 21 | VGIT | VANGUARD INTER-TERM | $4.5M | 1.08% | 75,039 | Trimmed |
| 22 | VDE | VANGUARD ENERGY INDEX | $4.4M | 1.07% | 25,710 | Added |
| 23 | VB | VANGUARD SMALL-CAP INDEX | $4.4M | 1.06% | 16,705 | Added |
| 24 | NVDA | NVIDIA CORP | $4.0M | 0.95% | 18,236 | Added |
| 25 | VXUS | VANGUARD TOTAL | $3.9M | 0.94% | 50,351 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31