Global Strategic Investment Solutions, LLC
CIK: 0001760076SEC EDGAR →
Portfolio Value
$1.0M
Holdings
150
As of
Q4 2025
New Positions
6
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,137,518 | $102K | 10.16% |
| 2 | VANGUARD SCOTTSDALE FDS | 902,562 | $83K | 8.32% |
| 3 | VANGUARD SCOTTSDALE FDS | 633,842 | $77K | 7.70% |
| 4 | ISHARES TR | 1,226,424 | $57K | 5.70% |
| 5 | AMERICAN CENTY ETF TR | 679,016 | $51K | 5.14% |
| 6 | VANGUARD INDEX FDS | 97,092 | $47K | 4.73% |
| 7 | SPDR INDEX SHS FDS | 1,035,338 | $46K | 4.59% |
| 8 | VANGUARD MUN BD FDS | 692,090 | $35K | 3.48% |
| 9 | SPDR INDEX SHS FDS | 696,074 | $33K | 3.25% |
| 10 | ISHARES TR | 294,893 | $32K | 3.15% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $835K | 83.4% |
| Unknown | 10 | $129K | 12.8% |
| Technology | 16 | $18K | 1.8% |
| Communication Services | 5 | $6K | 0.6% |
| Healthcare | 8 | $4K | 0.4% |
| Consumer Cyclical | 5 | $4K | 0.4% |
| Industrials | 8 | $3K | 0.3% |
| Energy | 2 | $1K | 0.1% |
| Consumer Defensive | 4 | $867 | 0.1% |
| Basic Materials | 1 | $575 | 0.1% |
| Utilities | 1 | $311 | 0.0% |