account_balance
Investment manager · 13F filer · SEC CIK 1432539
Strategic Financial Services, Inc.
Reported value$2.27Bas of Sep 30, 2026
Positions149 9 new, 15 sold out
Top 10 weight76.3%INTF alone is 17%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
INTFiShares Tr
16.5%Added +5%
LRGFiShares Tr
13.8%
SMLFiShares Tr
13.7%
VGITVanguard Scottsdale FDS
7.6%Added +8%
VCSHVanguard Scottsdale FDS
5.8%Added +12%
VCITVanguard Scottsdale FDS
4.1%Added +35%
GLDMWorld Gold Trust
4.1%Added +100%
EUSAiShares Inc
4.0%Added +109%
EMGFiShares Inc
3.4%Trimmed −40%
VGLTVanguard Scottsdale FDS
3.3%Added +12%
VFMOVanguard Wellington Fd
2.8%Added +2%
VTIPVanguard Malvern FDS
2.4%Trimmed −27%
INTFiShares Tr
16.5%Added +5%
LRGFiShares Tr
13.8%
SMLFiShares Tr
13.7%
VGITVanguard Scottsdale FDS
7.6%Added +8%
VCSHVanguard Scottsdale FDS
5.8%+12%
VCIT4.1%
GLDM4.1%EUSA4.0%
EMGF
VGLT
VFMO
VTIP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
INTF iShares Tr 16.5% Added +5%
LRGF iShares Tr 13.8% Held
SMLF iShares Tr 13.7% Held
VGIT Vanguard Scottsdale FDS 7.6% Added +8%
VCSH Vanguard Scottsdale FDS 5.8% Added +12%
VCIT Vanguard Scottsdale FDS 4.1% Added +35%
GLDM World Gold Trust 4.1% Added +100%EUSA iShares Inc 4.0% Added +109%
EMGF iShares Inc 3.4% Trimmed −40%
VGLT Vanguard Scottsdale FDS 3.3% Added +12%
VFMO Vanguard Wellington Fd 2.8% Added +2%
VTIP Vanguard Malvern FDS 2.4% Trimmed −27%
What changed
Biggest moves since Jun 30, 2026
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