Global Strategic Investment Solutions, LLC

Est. AUM

$1.03B

13F long equity, this entity only

Positions

145

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$103.1M	1139343	10.05%	SOLE
2	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$85.9M	915963	8.37%	SOLE
3	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$76.3M	695315	7.43%	SOLE
4	ISHARES TR	CORE UNIVRSL USD	$58.5M	1266562	5.70%	SOLE
5	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$54.0M	669290	5.26%	SOLE
6	SPDR INDEX SHS FDS	STATE STREET SPD	$45.8M	1002460	4.46%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$42.3M	96782	4.12%	SOLE
8	VANGUARD MUN BD FDS	TAX EXEMPT BD	$38.5M	770917	3.75%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$32.4M	690687	3.16%	SOLE
10	ISHARES TR	NATIONAL MUN ETF	$31.4M	296178	3.06%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$30.8M	441563	3.00%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS TOTAL EQ	$23.5M	500872	2.30%	SOLE
13	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$21.5M	420940	2.09%	SOLE
14	ISHARES TR	CORE MSCI INTL	$18.8M	224645	1.83%	SOLE
15	VANGUARD INDEX FDS	VALUE ETF	$17.8M	90773	1.74%	SOLE
16	SCHWAB STRATEGIC TR	US LCAP GR ETF	$17.7M	608656	1.73%	SOLE
17	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$17.3M	231424	1.69%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS US LARG	$17.0M	218787	1.65%	SOLE
19	ISHARES TR	CORE S&P US VLU	$14.9M	145694	1.45%	SOLE
20	ISHARES TR	CORE HIGH DV ETF	$13.0M	95588	1.26%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP VA ETF	$12.8M	420781	1.25%	SOLE
22	ISHARES TR	ULTRA SHORT DUR	$12.3M	243383	1.20%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.3M	160321	1.00%	SOLE
24	ISHARES TR	RUS 1000 GRW ETF	$10.2M	24023	1.00%	SOLE
25	ISHARES TR	CORE S&P US GWT	$9.9M	63753	0.96%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.8M	15051	0.95%	SOLE
27	BLACKSTONE SECD LENDING FD	COMMON STOCK	$9.6M	404737	0.93%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$9.4M	75693	0.92%	SOLE
29	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$9.0M	13900	0.88%	SOLE
30	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$8.6M	143616	0.84%	SOLE
31	AMERICAN CENTY ETF TR	US SML CP VALU	$8.3M	75244	0.81%	SOLE
32	INNOVATOR ETFS TRUST	INTERNATIONAL DV	$8.2M	235246	0.80%	SOLE
33	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.0M	47200	0.68%	SOLE
34	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.7M	218814	0.65%	SOLE
35	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.6M	69518	0.55%	SOLE
36	INNOVATOR ETFS TRUST	EMERGING MKT PWR	$5.4M	168054	0.52%	SOLE
37	AMERICAN CENTY ETF TR	INTL EQT ETF	$5.0M	58711	0.49%	SOLE
38	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.9M	115481	0.48%	SOLE
39	SCHWAB STRATEGIC TR	US SML CAP ETF	$4.0M	137817	0.39%	SOLE
40	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.9M	157639	0.38%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$3.5M	76836	0.34%	SOLE
42	ISHARES TR	CORE S&P500 ETF	$3.4M	5251	0.33%	SOLE
43	APPLE INC	COM	$3.4M	13398	0.33%	SOLE
44	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.3M	53657	0.33%	SOLE
45	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	5291	0.31%	SOLE
46	NVIDIA CORPORATION	COM	$3.1M	17992	0.31%	SOLE
47	INNOVATOR ETFS TRUST	INTRNL DEV JULY	$3.0M	89715	0.30%	SOLE
48	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.9M	62903	0.28%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.8M	46291	0.28%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	28319	0.27%	SOLE

1–50 of 145

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.