Global Strategic Investment Solutions, LLC Reduced Holdings in Q4 2025

Global Strategic Investment Solutions, LLC

  • $959 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-141K
- 35.49%
$50.56 - $50.76 $7.13M - $7.16M
257K $13M
AVLV
American Centy ETF Tr Avantis
-13.3K
- 1.92%
$70.14 - $73.74 $933K - $981K
679K $49.3M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.67K
- 2.12%
$95.19 - $100.66 $159K - $168K
77.2K $7.54M
APP
App Lovin Corp

Technology
-7
- 0.38%
$552.64 - $704.09 $3.87K - $4.93K
1.85K $1.03M
IJUL
Innovator Etfs Tr

ETFs
-10.2K
- 6.39%
$32.46 - $33.16 $332K - $339K
150K $4.94M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-7.16K
- 1.34%
$28.46 - $29.45 $204K - $211K
528K $15.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-718
- 0.78%
$114.27 - $121.15 $82K - $87K
91.9K $10.7M
VAW
Vanguard Materials ETF

ETFs
-784
- 6.76%
$192.26 - $206.3 $151K - $162K
10.8K $2.12M
IEMG
Ishares Inc

ETFs
-4.73K
- 1.0%
N/A
466K $25M
VONV
Vanguard Russell 1000 Value Et

ETFs
-7.36K
- 0.81%
$87.55 - $91.32 $644K - $672K
903K $81.1M
POCT
Innovator U.S. Equity Power Bu

ETFs
-4.11K
- 5.54%
$42.64 - $43.66 $175K - $180K
70.2K $3.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-11.9K
- 1.88%
$31.41 - $33.69 $375K - $402K
623K $20.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.27K
- 2.31%
$27.17 - $28.65 $88.9K - $93.8K
138K $3.79M
GNR
Spdr S&P Global Natural Resour

ETFs
-2.97K
- 11.12%
$57.53 - $60.89 $171K - $181K
23.7K $1.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-271
- 4.88%
$600.51 - $631.95 $163K - $171K
5.29K $3.27M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.09%
$609.01 - $751.67 $609 - $752
1.06K $648K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-3.08K
- 8.0%
$39.3 - $40.12 $121K - $123K
35.4K $1.41M
MSFT
Microsoft Corp

Technology
-35
- 0.4%
$496.82 - $542.07 $17.4K - $19K
8.65K $4.39M
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.58K
- 0.72%
$118.2 - $126.51 $542K - $580K
634K $76.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-128
- 0.84%
$653.02 - $687.39 $83.6K - $88K
15.1K $10M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1
- 0.01%
$136.84 - $145.3 $137 - $145
14.9K $2.04M
AVSC
American Centy ETF Tr Avantis
-255
- 0.42%
$55.24 - $58.86 $14.1K - $15K
61.2K $3.45M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-422
- 0.82%
$137.47 - $143.13 $58K - $60.4K
50.8K $7.17M
VB
Vanguard Small Cap ETF

ETFs
-71
- 1.34%
$248.1 - $260.08 $17.6K - $18.5K
5.23K $1.31M
PG
Procter & Gamble CO

Consumer Defensive
-133
- 5.33%
$145.5 - $153.18 $19.4K - $20.4K
2.36K $344K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-278
- 0.81%
$44.53 - $47.25 $12.4K - $13.1K
33.9K $1.55M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-323
- 4.16%
$63.25 - $66.24 $20.4K - $21.4K
7.44K $477K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-634
- 0.53%
$45.22 - $46.04 $28.7K - $29.2K
120K $5.47M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-234
- 4.63%
$87.0 - $90.6 $20.4K - $21.2K
4.83K $428K
MA
Mastercard Inc

Financial Services
-1
- 0.22%
$536.85 - $580.45 $537 - $580
453 $243K
LMT
Lockheed Martin Corp

Industrials
-1
- 0.23%
$452.1 - $514.24 $452 - $514
432 $203K
SPYG
Spdr Portfolio

ETFs
-175
- 0.61%
$102.4 - $109.39 $17.9K - $19.1K
28.3K $2.96M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-92
- 3.03%
$100.8 - $103.83 $9.27K - $9.55K
2.94K $302K
HQI
Hire Quest, Inc.

Industrials
-952
- 5.16%
$8.15 - $9.93 $7.76K - $9.45K
17.5K $168K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-289
- 2.0%
$45.42 - $46.3 $13.1K - $13.4K
14.2K $653K
KJUL
Innovator U.S. Small Cap Power

Technology
-59
- 0.28%
$30.72 - $31.39 $1.81K - $1.85K
21.2K $654K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-203
- 1.96%
$28.53 - $29.4 $5.79K - $5.97K
10.1K $296K
IJAN
Innovator Etfs Tr Intl Dev Pwr
-11.2K
- 14.89%
N/A
63.9K $0
Blackrock Inc
-1
- 0.48%
N/A
208 $0
KOCT
Innovator Laddered Fund Of U.S
-7.15K
- 9.6%
N/A
67.3K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-46.9K
- 13.87%
N/A
291K $0
Coherent Corp
-42
- 0.99%
N/A
4.2K $0
PDEC
Innovator U.S. Equity Power Bu
-7.84K
- 4.86%
N/A
153K $0
PNOV
Innovator U.S. Equity Power Bu
-106
- 0.37%
N/A
28.2K $0
EOCT
Innovator Etfs Tr Emerging Mar
-23.3K
- 9.78%
N/A
215K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-311
- 1.5%
$92.24 - $96.56 $28.7K - $30K
20.5K $1.95M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-60
- 0.09%
$161.21 - $171.97 $9.67K - $10.3K
66.7K $11M
AVGO
Broadcom Inc.

Technology
-11
- 0.34%
$324.63 - $385.98 $3.57K - $4.25K
3.27K $1.12M
AMAT
Applied Materials Inc

Technology
-34
- 1.21%
$209.95 - $240.89 $7.14K - $8.19K
2.79K $637K
Activity Summary
Buys All Purchases 52 New Holdings 1 Increased Positions 51 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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