Global Strategic Investment Solutions, LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$1B
Holdings
144
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES TR
Q1 2026: Sold 98.2% (1.14M → 20.4k shares)
10.1%
02
$VONV
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 902.6k shares)
8.4%
03
$VONG
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 633.8k shares)
7.4%
04
$IUSB
ISHARES TR
Q1 2026: Exited (was 1.23M shares)
5.7%
05
$AVLV
AMERICAN CENTY ETF TR
Q1 2026: Sold 98.8% (679.0k → 8.1k shares)
5.3%
06
$SPDW
SPDR INDEX SHS FDS
Q1 2026: Exited (was 1.04M shares)
4.5%
07
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 99.5% (97.1k → 517 shares)
4.1%
08
$VTEB
VANGUARD MUN BD FDS
Q1 2026: Sold 99.2% (692.1k → 5.8k shares)
3.7%
09
$SPEM
SPDR INDEX SHS FDS
Q1 2026: Exited (was 696.1k shares)
3.2%
10
$MUB
ISHARES TR
Q1 2026: Sold 99.1% (294.9k → 2.7k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.