account_balance
Investment manager · 13F filer · SEC CIK 1960144
Strategic Investment Solutions, Inc.
Reported value$446Mas of Sep 30, 2026
Positions683 44 new, 67 sold out
Top 10 weight46.5%VUG alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Morningstar
13.7%Trimmed −5%
DFAWDimensional World Equity
5.3%Added +13%
DFAXDimensional World Ex
4.8%Added +11%
VTVVanguard Morningstar
4.5%Trimmed −10%
DFUSDimensional U.s. Equity
4.4%
AAPLApple Inc
3.6%Added +3%
AOKiShares Core 30/70
2.7%Trimmed −15%
DFUVDimensional US
2.7%Added +41%
GLDSPDR Gold Shares
2.6%
DFATDimensional U.s.
2.3%Added +11%
DFACDimensional U.s. Core
2.1%Added +8%
DFIVDimensional
2.1%Added +9%
VUGVanguard Morningstar
13.7%Trimmed −5%
DFAW5.3%
DFAX4.8%
VTV4.5%
DFUSDimensional U.s. Equity
4.4%
AOK2.7%
DFUV2.7%
GLD2.6%DFAT2.3%
DFAC2.1%
DFIV2.1%
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 Morningstar 13.7% Trimmed −5%
DFAW Dimensional World Equity 5.3% Added +13%
DFAX Dimensional World Ex 4.8% Added +11%
VTV Vanguard Morningstar 4.5% Trimmed −10%
DFUS Dimensional U.s. Equity 4.4% Held
AAPL Apple Inc 3.6% Added +3%AOK iShares Core 30/70 2.7% Trimmed −15%
DFUV Dimensional US 2.7% Added +41%
GLD SPDR Gold Shares 2.6% HeldDFAT Dimensional U.s. 2.3% Added +11%
DFAC Dimensional U.s. Core 2.1% Added +8%
DFIV Dimensional 2.1% Added +9%
What changed