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FISCHER INVESTMENT STRATEGIES, LLC

13F
FISCHER INVESTMENT STRATEGIES, LLC
Last update 2025-07-24 37 Stocks (7 new)
Value $149.00 Mil Turnover 25 %
Countries:
FISCHER INVESTMENT STRATEGIES,... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUS
Dimensional U.S. Equity Market ETF
307,722
20,623.5
-32.39%
13.840
-6.57%
0.130
+16.27%
+7.94%
15,964.3
 
BUFD
FT Vest Laddered Deep Buffer ETF
569,210
15,118.2
+17.00%
10.150
+1.48%
1.120
+9.62%
+5.37%
1,366.1
 
BRK.B
Berkshire Hathaway Inc
25,312
12,295.8
+2.78%
8.250
+0.22%
0.000
-9.60%
+6.03%
1,039,421.7
Insurance
SPMO
Invesco S&P 500 Momentum ETF
99,987
11,245.5
+446.97%
7.550
+6.17%
0.110
+23.17%
+20.35%
10,511.3
 
URTH
iShares MSCI World ETF
52,943
8,967.5
+13.34%
6.020
+0.71%
0.170
+13.97%
+11.48%
5,269.8
 
BOXX
Alpha Architect 1-3 Month Box ETF
77,393
8,720.6
New Holding
5.850
+5.85%
0.120
+1.01%
+2.41%
7,062.1
 
DFIV
Dimensional International Value ETF
185,115
7,928.5
+25.46%
5.320
+1.08%
0.070
+11.47%
+24.86%
12,578.8
 
QQQ
INVESCO QQQ Trust
12,525
6,909.5
-5.89%
4.640
-0.27%
0.000
+20.90%
+10.52%
360,250.4
 
SPY
SPDR S&P 500 ETF Trust
9,720
6,005.5
New Holding
4.030
+4.03%
0.000
+16.39%
+8.89%
654,583.2
 
VO
Vanguard Mid-Cap ETF
19,180
5,367.0
-8.51%
3.600
-0.34%
0.010
+13.14%
+8.83%
80,610.0
 

FISCHER INVESTMENT STRATEGIES, LLC's Historical Top Holdings Breakdowns

FISCHER INVESTMENT STRATEGIES, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS
Dimensional U.S. Equity Market ETF
2025-06-30
Reduce
Reduce
-6.57%
53.65 ($61.9) 67.02
$68.81
11.16%
Reduce -32.39%
307,722
-147,415
SPMO
Invesco S&P 500 Momentum ETF
2025-06-30
Add
Add
+6.17%
82.32 ($99.71) 112.47
$114.34
14.67%
Add 446.97%
99,987
81,707
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-06-30
Reduce
Reduce
-6.04%
50.29 ($50.37) 50.47
$50.47
0.20%
Reduce -87.64%
22,976
-162,848
BOXX
Alpha Architect 1-3 Month Box ETF
2025-06-30
New Buy
New Buy
+5.85%
111.49 ($112.08) 112.68
$112.94
0.77%
New holding
77,393
77,393
SPY
SPDR S&P 500 ETF Trust
2025-06-30
New Buy
New Buy
+4.03%
496.48 ($571.44) 617.85
$634.42
11.02%
New holding
9,720
9,720
CTA
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
2025-06-30
Reduce
Reduce
-3.17%
26.61 ($27.81) 29.9
$28.29
1.73%
Reduce -78.64%
39,462
-145,304
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-06-30
Reduce
Reduce
-2.02%
29.36 ($33.38) 35.56
$36.45
9.20%
Reduce -65.23%
44,154
-82,829
ENFR
Alerian Energy Infrastructure ETF
2025-06-30
Reduce
Reduce
-1.66%
28.49 ($31.31) 33.44
$31.66
1.12%
Reduce -43.53%
89,264
-68,811
BUFD
FT Vest Laddered Deep Buffer ETF
2025-06-30
Add
Add
+1.48%
23.45 ($25.27) 26.56
$26.89
6.41%
Add 17%
569,210
82,725
DXJ
WisdomTree Japan Hedged Equity Fund
2025-06-30
Reduce
Reduce
-1.22%
95.74 ($109.3) 115.54
$120.87
10.59%
Reduce -72.39%
5,720
-15,000

FISCHER INVESTMENT STRATEGIES, LLC Total Holding History ($B)

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FISCHER INVESTMENT STRATEGIES, LLC's Asset Allocation

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FISCHER INVESTMENT STRATEGIES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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FISCHER INVESTMENT STRATEGIES, LLC's Hypothetical Growth since 2025-06-30

FISCHER INVESTMENT STRATEGIES, LLC's Yearly Returns

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