account_balance
Investment manager · 13F filer · SEC CIK 1960144
Strategic Investment Solutions, Inc.
Reported value$437Mas of Jun 30, 2026
Positions707 74 new, 58 sold out
Top 10 weight46.0%VUG alone is 14%
FiledJul 88 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Growth Index
13.9%Added +404%
VTVVanguard Value Index
5.2%Added +10%
DFAWDimensional World Equity
4.8%Trimmed −10%
DFUSDimensional U.s. Equity
4.5%
DFAXDimensional World Ex
4.4%
AOKiShares Core 30/70
3.3%Trimmed −12%
AAPLApple Inc
3.1%Trimmed −6%
GLDSPDR Gold Shares
2.5%Added +5%
DFATDimensional U.s.
2.3%Added +3%
DFACDimensional U.s. Core
2.0%Trimmed −4%
DFUVDimensional US
1.9%Added +18%
DFIV1.9%VUGVanguard Growth Index
13.9%Added +404%
VTV5.2%DFAW4.8%DFUS4.5%DFAXDimensional World Ex
4.4%
AOK3.3%AAPL3.1%GLD2.5%DFAT2.3%DFAC2.0%DFUV1.9%DFIV1.9%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
VUG Vanguard Growth Index 13.9% Added +404%VTV Vanguard Value Index 5.2% Added +10%DFAW Dimensional World Equity 4.8% Trimmed −10%DFUS Dimensional U.s. Equity 4.5% HeldDFAX Dimensional World Ex 4.4% HeldAOK iShares Core 30/70 3.3% Trimmed −12%AAPL Apple Inc 3.1% Trimmed −6%GLD SPDR Gold Shares 2.5% Added +5%DFAT Dimensional U.s. 2.3% Added +3%DFAC Dimensional U.s. Core 2.0% Trimmed −4%DFUV Dimensional US 1.9% Added +18%DFIV Dimensional 1.9% Added +3%
What changed