Strategic Financial Services, Inc. Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$1.5B

Holdings

126

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (126 positions)

StockValue
SMLFISHARES TR
$252.7M
LRGFISHARES TR
$231.5M
INTFISHARES TR
$208.7M
GVIISHARES TR
$120.3M
VCSHVANGUARD SCOTTSDALE FDS
$103.2M
EMGFISHARES INC
$76.3M
GLDMWORLD GOLD TR
$71.3M
VCITVANGUARD SCOTTSDALE FDS
$69.2M
VFMOVANGUARD WELLINGTON FD
$41.9M
VGLTVANGUARD SCOTTSDALE FDS
$37.9M
VLUEISHARES TR
$34.0M
GSIEGOLDMAN SACHS ETF TR
$33.4M
DFIVDIMENSIONAL ETF TRUST
$29.7M
XBISPDR SER TR
$22.5M
VWOBVANGUARD WHITEHALL FDS
$22.1M
MTUMISHARES TR
$19.9M
AAPLAPPLE INC
$13.2M
GQ9SPDR GOLD TR
$11.7M
GSLCGOLDMAN SACHS ETF TR
$9.2M
GEMGOLDMAN SACHS ETF TR
$7.9M
MSFTMICROSOFT CORP
$6.7M
JPMJPMORGAN CHASE & CO
$5.6M
GOOGALPHABET INC
$5.0M
VVISA INC
$4.5M
LRCXEURLAM RESEARCH CORP
$4.5M
KLACKLA CORP
$4.2M
MCKMCKESSON CORP
$4.1M
ORCLORACLE CORP
$4.0M
GSSCGOLDMAN SACHS ETF TR
$3.5M
NXPINXP SEMICONDUCTORS N V
$3.4M
BLKCHFBLACKROCK INC
$3.1M
QCOMQUALCOMM INC
$3.1M
MRKMERCK & CO INC
$3.0M
PEPPEPSICO INC
$3.0M
UNHUNITEDHEALTH GROUP INC
$2.9M
XOMEXXON MOBIL CORP
$2.7M
COSTCOSTCO WHSL CORP NEW
$2.4M
NEENEXTERA ENERGY INC
$2.3M
MTBM & T BK CORP
$2.3M
ULTAULTA BEAUTY INC
$2.2M
VTIVANGUARD INDEX FDS
$2.1M
BKNGBOOKING HOLDINGS INC
$1.8M
JMOMJ P MORGAN EXCHANGE TRADED F
$1.7M
JNJJOHNSON & JOHNSON
$1.7M
HONHONEYWELL INTL INC
$1.7M
CSCOCISCO SYS INC
$1.5M
IWFISHARES TR
$1.5M
VXUSVANGUARD STAR FDS
$1.4M
TJXTJX COS INC NEW
$1.4M
IGSBISHARES TR
$1.3M
AMZNAMAZON COM INC
$1.3M
VIGVANGUARD SPECIALIZED FUNDS
$1.3M
AWMSKYWORKS SOLUTIONS INC
$1.3M
GOOGLALPHABET INC
$1.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.3M
TSLATESLA INC
$1.2M
PGPROCTER AND GAMBLE CO
$1.2M
MDLZMONDELEZ INTL INC
$1.2M
ELVELEVANCE HEALTH INC
$1.1M
NVDANVIDIA CORPORATION
$1.1M
PSXPHILLIPS 66
$987K
VTWOVANGUARD SCOTTSDALE FDS
$985K
DLTRDOLLAR TREE INC
$970K
IBMINTERNATIONAL BUSINESS MACHS
$927K
SPYSPDR S&P 500 ETF TR
$892K
IUSVISHARES TR
$883K
CNMDCONMED CORP
$883K
DEDEERE & CO
$883K
VEAVANGUARD TAX-MANAGED FDS
$769K
GEGENERAL ELECTRIC CO
$758K
VBVANGUARD INDEX FDS
$751K
ABBVABBVIE INC
$738K
NWFLNORWOOD FINL CORP
$702K
EMBISHARES TR
$701K
SBIOALPS ETF TR
$675K
ADPAUTOMATIC DATA PROCESSING IN
$648K
DFATDIMENSIONAL ETF TRUST
$583K
VUGVANGUARD INDEX FDS
$572K
PSAPUBLIC STORAGE
$550K
SPTLSPDR SER TR
$540K
VOTVANGUARD INDEX FDS
$538K
IDXXIDEXX LABS INC
$490K
IEMGISHARES INC
$484K
VWOVANGUARD INTL EQUITY INDEX F
$480K
DWDMORGAN STANLEY
$479K
CBUCOMMUNITY BK SYS INC
$465K
CVXCHEVRON CORP NEW
$459K
VGITVANGUARD SCOTTSDALE FDS
$455K
NKENIKE INC
$442K
GSGOLDMAN SACHS GROUP INC
$432K
RTXRTX CORPORATION
$431K
CSXCSX CORP
$430K
PFEPFIZER INC
$417K
DFUVDIMENSIONAL ETF TRUST
$407K
KOCOCA COLA CO
$406K
IWMISHARES TR
$406K
ABTABBOTT LABS
$388K
VOVANGUARD INDEX FDS
$385K
DISDISNEY WALT CO
$375K
ASMLASML HOLDING N V
$351K
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