Strategic Financial Services
$2.1B Assets Reported
159 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| INTF | ISHARES TR | 8,700,431 | $339M | 16.1% |
| SMLF | ISHARES TR | 3,836,442 | $290M | 13.8% |
| LRGF | ISHARES TR | 3,990,874 | $263M | 12.5% |
| VGIT | VANGUARD SCOTTSDALE FDS | 2,703,579 | $161M | 7.7% |
| VCSH | VANGUARD SCOTTSDALE FDS | 1,451,149 | $115M | 5.5% |
| EMGF | ISHARES INC | 1,885,974 | $114M | 5.4% |
| VTIP | VANGUARD MALVERN FDS | 1,468,510 | $73M | 3.5% |
| VGLT | VANGUARD SCOTTSDALE FDS | 1,308,320 | $72M | 3.4% |
| VCIT | VANGUARD SCOTTSDALE FDS | 869,001 | $72M | 3.4% |
| VFMO | VANGUARD WELLINGTON FD | 285,538 | $56M | 2.7% |
Track Strategic Financial Services's 13F portfolio: $2.1B in reported holdings, 159 positions. Top holdings, AUM, and quarterly changes on SentiSense.