Stock Ideas
Stocks
Funds
Screener
Sectors
Watchlists

Latest Strategic Investment Solutions, Inc. /IL Stock Portfolio

$576Million

About Strategic Investment Solutions, Inc. /IL and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Strategic Investment Solutions, Inc. /IL reported an equity portfolio of $576.4 Millions as of 31 Dec, 2023.

The top stock holdings of Strategic Investment Solutions, Inc. /IL are , , . The fund has invested 13.9% of it's portfolio in DFA GLOBAL ALLOCATION 6040 I and 7.3% of portfolio in DFA GLOBAL EQUITY I.

The fund managers got completely rid off UPSTART HLDGS INC (UPST), PROSHARES ULTRA SILVER ETF (UCO) and ETFMG PRIME JUNIOR SILVRMNRS ETF (AIEQ) stocks. They significantly reduced their stock positions in VANGUARD GLOBAL CAPITAL CYCLES INVESTOR (VIG), UNITED AIRLINES HLDGS (UAL) and BANK OF AMERICA CORP (BAC). Strategic Investment Solutions, Inc. /IL opened new stock positions in DFA GLOBAL ALLOCATION 6040 I, DIMENSNL ULTRASHRT FIXEDINCM ETF (DFAC) and VANGUARD HIGHYIELD TAXEXEMPT ADM (VTEB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL WORLD EQUITYETF (DFAC), ROBINHOOD MKTS INC CLASS A (HOOD) and PLUG POWER INC (PLUG).
Strategic Investment Solutions, Inc. /IL Equity Portfolio Value
Last Reported on: 13 Feb, 2024

New Buys

Ticker$ Bought
dfa global allocation 6040 i80,182,800
schwab value advantage money inv23,952,100
dfa us hi relatv profitability instl15,102,700
dfa us core equity 2 i13,323,200
dfa us core equity 1 i10,703,400
dfa shortduration real return instl9,970,890
dfa investment grade i9,269,210
dfa intl hi relatv profitability instl6,723,540

New stocks bought by Strategic Investment Solutions, Inc. /IL

Additions

Ticker% Inc.
dimensional world equityetf701,256
robinhood mkts inc class a2,606
plug power inc2,216
united parcel srvc class b1,437
snowflake inc class a588
northrop grumman co536
arm hldgs plc funsponsored adr 1 adr reps 1 ord shs322
the cigna group265

Additions to existing portfolio by Strategic Investment Solutions, Inc. /IL

Reductions

Ticker% Reduced
dimensional emerg core eqy mrkt etf-99.74
nordson corp-99.48
vanguard total bond market etf-99.23
vanguard utilities etf-99.08
dfa emerging markets small cap i-99.02
vanguard energy etf-98.93
schwab us large cap etf-98.81
fidelity advisor equity growth a-98.69

Strategic Investment Solutions, Inc. /IL reduced stake in above stock

Sold off

None of the stocks were completely sold off by Strategic Investment Solutions, Inc. /IL

Strategic Investment Solutions, Inc. /IL Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Strategic Investment Solutions, Inc. /IL

Last Reported on: 13 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions