Strategic Investment Solutions, Inc.
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$392.1M
Holdings
678
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD GROWTH INDEX
Q1 2026: Exited (was 41.9k shares)
15.2%
02
$DFAW
DIMENSIONAL WORLD EQUITY
Q1 2026: Exited (was 52.0k shares)
5.2%
03
$DFAX
DIMENSIONAL WORLD EX
Q1 2026: Exited (was 157.4k shares)
4.4%
04
$DFUS
DIMENSIONAL U.S. EQUITY
Q1 2026: Exited (was 39.1k shares)
4.4%
05
$VTV
VANGUARD VALUE INDEX
Q1 2026: Exited (was 17.5k shares)
4.3%
06
$AOK
ISHARES CORE 30/70
Q1 2026: Exited (was 92.7k shares)
3.8%
07
$AAPL
APPLE INC
Q1 2026: Exited (was 1.4k shares)
3.2%
08
$DFAT
DIMENSIONAL U.S.
Q1 2026: Exited (was 26.4k shares)
2.2%
09
$VGUS
VANGUARD ULTRA-SHORT
Q1 2026: Exited (was 30.1k shares)
2.2%
10
$DFIV
DIMENSIONAL
Q1 2026: Exited (was 13.8k shares)
2.0%
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 10:59 UTC.