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Matthew Underwood

Global Strategic Investment Solutions, Llc

Assets Managed
$1.026B
Holdings
144
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
0.29%(2Q avg: 1.19%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Strategic Investment Solutions, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 144 positions.

Assets under management

The assets under management (AUM) of Global Strategic Investment Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.026B in assets, with a quarterly growth rate of 0.29% and a 2-quarter average growth rate of 1.19%. The portfolio is managed by Matthew Underwood, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.17%
10.06%
$103.145M
1.139M shares@ $90.53 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 1.49%
8.37%
$85.862M
915,963 shares@ $93.74 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 9.7%
7.44%
$76.269M
695,315 shares@ $109.69 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 3.28%
5.71%
$58.502M
1.267M shares@ $46.19 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -1.43%
5.26%
$53.951M
669,290 shares@ $80.61 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -3.17%
4.47%
$45.762M
1.002M shares@ $45.66 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.31%
4.13%
$42.273M
96,782 shares@ $436.79 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 11.39%
3.75%
$38.461M
770,917 shares@ $49.9 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -0.77%
3.16%
$32.4M
690,687 shares@ $46.91 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 0.44%
3.07%
$31.439M
296,178 shares@ $106.16 avg price

1-10 of 144