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Strategic Investment Solutions, Inc. /IL 13F 持仓 · 2026年Q2

Strategic Investment Solutions, Inc. /IL 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 697 只证券,申报市值合计 4.37 亿美元。前几大持仓:VUG(13.95%)、VTV(5.20%)、DFAW(4.80%)。本季前 25 大持仓中:增持 12 只、减持 13 只。

排名代码公司市值占组合股数变动
1VUGVANGUARD GROWTH INDEX$61.0M13.95%708,044增持
2VTVVANGUARD VALUE INDEX$22.7M5.20%104,302增持
3DFAWDIMENSIONAL WORLD EQUITY$21.0M4.80%253,320减持
4DFUSDIMENSIONAL U.S. EQUITY$19.6M4.49%239,793减持
5DFAXDIMENSIONAL WORLD EX$19.1M4.37%519,033增持
6AOKISHARES CORE 30/70$14.4M3.30%347,664减持
7AAPLAPPLE INC$13.6M3.11%47,049减持
8GLDSPDR GOLD SHARES$11.0M2.51%29,850增持
9DFATDIMENSIONAL U.S.$9.9M2.26%141,622增持
10DFACDIMENSIONAL U.S. CORE$8.6M1.97%193,784减持
11DFUVDIMENSIONAL US$8.4M1.93%153,175增持
12DFIVDIMENSIONAL$8.3M1.89%153,038增持
13VGUSVANGUARD ULTRA-SHORT$8.1M1.85%107,165减持
14DUSBDIMENSIONAL ULTRASHORT$5.8M1.33%114,748增持
15DUHPDIMENSIONAL US HIGH$5.6M1.28%134,718增持
16VOOVANGUARD S&P 500 ETF$5.6M1.28%8,158减持
17VBVANGUARD SMALL-CAP INDEX$5.5M1.25%18,088增持
18DFCFDIMENSIONAL CORE FIXED$5.4M1.23%128,058减持
19DEXCDIMENSIONAL EMERGING$5.3M1.21%64,098增持
20VGSHVANGUARD SHORT-TERM$5.2M1.18%88,540减持
21NVDANVIDIA CORP$4.9M1.12%24,566增持
22VDCVANGUARD CONSUMER$4.8M1.10%21,413减持
23SLVISHARES SILVER TRUST$4.6M1.04%85,327减持
24DFAUDIMENSIONAL US CORE$4.3M0.99%84,013减持
25VXUSVANGUARD TOTAL$4.3M0.98%50,105减持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR