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Doug Stepansky

Strategic Investment Solutions, Inc. Il

Assets Managed
$437.278M
Holdings
707
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
5.62%(2Q avg: 2.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Investment Solutions, Inc. Il's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 707 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 2026 - Q2, they manage 437.278M in assets, with a quarterly growth rate of 5.62% and a 2-quarter average growth rate of 2.59%. The portfolio is managed by Doug Stepansky, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 403.79%
13.95%
$60.98M
708,044 shares@ $86.13 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 9.94%
5.2%
$22.731M
104,302 shares@ $217.94 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Decreased -9.77%
4.8%
$20.983M
253,320 shares@ $82.84 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.66%
4.5%
$19.649M
239,793 shares@ $81.95 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 1.91%
4.38%
$19.121M
519,033 shares@ $36.85 avg price
AOK
Ishares Core Conservative Al
Recent Activity
Decreased -12.38%
3.3%
$14.421M
347,664 shares@ $41.48 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.97%
3.12%
$13.615M
47,049 shares@ $289.38 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 5.01%
2.52%
$10.996M
29,850 shares@ $368.39 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 3.14%
2.27%
$9.899M
141,622 shares@ $69.9 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -3.51%
1.97%
$8.596M
193,784 shares@ $44.36 avg price

1-10 of 707