SF

Strategic Financial Services, Inc.

13F
Strategic Financial Services, Inc.
Last update 2025-05-23 133 Stocks (3 new)
Value $1.71 Bil Turnover 3 %
Countries:
Top Holdings: INTF(15.64%)SMLF(13.13%)LRGF(12.63%)VGIT(7.55%)GLDM(5.58%)
Summary Stock Picks Current Portfolio
Strategic Financial Services, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
INTF
iShares International Equity Factor ETF
iShares International Equity Factor ETF
8,657,795
267,006.4
+1.78%
15.640
+0.27%
14.100
+15.19%
+21.56%
2,180.7
 
SMLF
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
3,606,933
224,207.0
+0.91%
13.130
+0.12%
13.870
+18.57%
+4.04%
1,867.6
 
LRGF
iShares U.S. Equity Factor ETF
3,726,234
215,674.4
+1.18%
12.630
+0.15%
9.390
+17.33%
+8.27%
2,627.6
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2,171,286
128,974.4
+11.88%
7.550
+0.80%
0.410
+0.01%
+4.12%
31,681.0
 
GLDM
SPDR Gold MiniShares Trust
1,539,154
95,258.2
-5.06%
5.580
-0.25%
0.690
+7.31%
+27.02%
15,906.6
 
EMGF
iShares Emerging Markets Equity Factor ETF
iShares Emerging Markets Equity Factor ETF
1,865,472
87,266.8
+2.87%
5.110
+0.14%
10.720
+15.54%
+17.97%
927.5
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
1,029,788
81,291.5
+3.19%
4.760
+0.15%
0.230
+1.28%
+3.60%
34,699.6
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
802,796
65,636.6
+2.27%
3.840
+0.09%
0.130
+1.71%
+5.10%
52,150.7
 
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
1,035,908
59,678.7
-2.64%
3.500
-0.09%
0.570
-3.81%
+2.21%
9,818.6
 
EUSA
iShares MSCI USA Equal Weighted ETF
482,044
45,114.5
+16.11%
2.640
+0.37%
3.220
+12.14%
+6.50%
1,527.6
 

Strategic Financial Services, Inc.'s Historical Top Holdings Breakdowns

Strategic Financial Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.80%
●
57.44 ($58.5) 59.4
$59.25
1.28%
Add 11.88%
2,171,286
230,560
EUSA
iShares MSCI USA Equal Weighted ETF
2025-03-31
Add
Add
+0.37%
●
91.45 ($96.84) 100.11
$100.84
4.13%
Add 16.11%
482,044
66,883
GVI
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
2025-03-31
Reduce
Reduce
-0.32%
●
103.49 ($104.89) 106.02
$106.11
1.16%
Reduce -14.73%
298,977
-51,649
INTF
iShares International Equity Factor ETF
iShares International Equity Factor ETF
2025-03-31
Add
Add
+0.27%
●
28.43 ($30.42) 31.96
$34.34
12.89%
Add 1.78%
8,657,795
151,082
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Reduce
Reduce
-0.25%
●
52.19 ($56.8) 61.89
$66.04
16.27%
Reduce -5.06%
1,539,154
-82,061
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Add
Add
+0.20%
●
25.54 ($26.65) 27.64
$26.22
-1.61%
Add 64.11%
321,637
125,653
LRGF
iShares U.S. Equity Factor ETF
2025-03-31
Add
Add
+0.15%
●
56.95 ($60.96) 63.95
$64.96
6.56%
Add 1.18%
3,726,234
43,596
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.15%
●
77.7 ($78.41) 78.94
$79.10
0.88%
Add 3.19%
1,029,788
31,819
EMGF
iShares Emerging Markets Equity Factor ETF
iShares Emerging Markets Equity Factor ETF
2025-03-31
Add
Add
+0.14%
●
44.18 ($46.47) 48.23
$52.70
13.41%
Add 2.87%
1,865,472
52,105
VLUE
iShares MSCI USA Value Factor ETF
2025-03-31
Reduce
Reduce
-0.14%
●
104.89 ($108.93) 113.56
$115.80
6.31%
Reduce -86.16%
3,500
-21,780

Strategic Financial Services, Inc. Total Holding History ($B)

To

Strategic Financial Services, Inc.'s Asset Allocation

To

Strategic Financial Services, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Strategic Financial Services, Inc.'s Hypothetical Growth since 2025-03-31

Strategic Financial Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Financial Services, Inc.'s Holdings Heat Map

Size field:

Strategic Financial Services, Inc.'s Holdings Bubble Chart

Strategic Financial Services, Inc. News

  • 1

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