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Doug Stepansky

@Strategic Investment Solutions, Inc. Il

Latest period2024 - Q3ReportedManaged Assets$333.762MTotal holdings682
Assets growth rate7.79%Assets growth rate (2-Q avg)-19.24%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Investment Solutions, Inc. Il's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 682 positions.

Assets under management

The assets under management (AUM) of Strategic Investment Solutions, Inc. Il over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 333.762M in assets, with a quarterly growth rate of 7.79% and a 2-quarter average growth rate of -19.24%. The portfolio is managed by Doug Stepansky, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TBILUs Treasury 3 Month Bill
Recent Activity
New Position
0.34%
$1.114M
21,762 shares@ $51.2 avg price
BILSpdr Bloomberg 1 3 Mnth
Recent Activity
New Position
0.17%
$558,113
6,079 shares@ $91.82 avg price
IHIIshares Us Medical
Recent Activity
New Position
0.15%
$491,252
8,295 shares@ $59.23 avg price
ONBOld Natl Bancorp Ind
Recent Activity
New Position
0.15%
$471,224
25,253 shares@ $18.67 avg price
CGDVCapital Group Dividend
Recent Activity
New Position
0.11%
$342,171
9,390 shares@ $36.44 avg price
BIVVanguard Intermediate
Recent Activity
New Position
0.04%
$119,201
1,521 shares@ $78.38 avg price
KVUEKenvue Inc
Recent Activity
New Position
0.04%
$112,270
4,854 shares@ $23.13 avg price
EISIshares Msci Israel Etf
Recent Activity
New Position
0.03%
$99,325
0 shares@ $0.0 avg price
IEIIshares 3-7 Year Trery
Recent Activity
New Position
0.03%
$94,727
792 shares@ $119.61 avg price
UYGProshares Ultra
Recent Activity
New Position
0.03%
$91,704
1,200 shares@ $76.42 avg price