Strategic Financial Services, Inc. Q4 2021 Filing

Filed February 15, 2022

Portfolio Value

$1.3T

Holdings

133

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
LRGFISHARES TR
4,408,150$205.2B15.27%
2
SMLFISHARES TR
3,446,932$197.3B14.69%
3
INTFISHARES TR
5,608,423$161.6B12.03%
4
VCSHVANGUARD SCOTTSDALE FDS
1,567,125$127.3B9.48%
5
GVIISHARES TR
899,995$102.4B7.62%
6
EMGFISHARES INC
1,368,110$70.0B5.21%
7
GLDM1USDWORLD GOLD TR
2,061,274$37.5B2.79%
8
TIPISHARES TR
276,767$35.8B2.66%
9
VFMOVANGUARD WELLINGTON FD
201,924$26.9B2.00%
10
GSIEGOLDMAN SACHS ETF TR
732,087$25.8B1.92%
11
VTEBVANGUARD MUN BD FDS
418,046$23.0B1.71%
12
XBISPDR SER TR
145,624$16.3B1.21%
13
AAPLAPPLE INC
88,528$15.7B1.17%
14
VGSHVANGUARD SCOTTSDALE FDS
251,032$15.3B1.14%
15
VWOBVANGUARD WHITEHALL FDS
190,013$14.8B1.10%
16
VLUEISHARES TR
125,492$13.7B1.02%
17
MTUMISHARES TR
75,260$13.7B1.02%
18
GQ9SPDR GOLD TR
72,990$12.5B0.93%
19
VGITVANGUARD SCOTTSDALE FDS
181,185$12.0B0.90%
20
IGSBISHARES TR
153,104$8.2B0.61%
21
EMBISHARES TR
69,801$7.6B0.57%
22
MSFTMICROSOFT CORP
21,196$7.1B0.53%
23
GOOGALPHABET INC
2,003$5.8B0.43%
24
JPMJPMORGAN CHASE & CO
35,728$5.7B0.42%
25
IWFISHARES TR
17,725$5.4B0.40%
26
NEENEXTERA ENERGY INC
54,959$5.1B0.38%
27
UNHUNITEDHEALTH GROUP INC
10,199$5.1B0.38%
28
METAMETA PLATFORMS INC
14,021$4.7B0.35%
29
BLKCHFBLACKROCK INC
5,105$4.7B0.35%
30
VVISA INC
21,304$4.6B0.34%
31
QCOMQUALCOMM INC
24,891$4.6B0.34%
32
NXPINXP SEMICONDUCTORS N V
19,984$4.6B0.34%
33
LRCXEURLAM RESEARCH CORP
6,270$4.5B0.34%
34
KLACKLA CORP
10,289$4.4B0.33%
35
ULTAULTA BEAUTY INC
9,915$4.1B0.30%
36
PEPPEPSICO INC
23,036$4.0B0.30%
37
ORCLORACLE CORP
45,642$4.0B0.30%
38
BKNGBOOKING HOLDINGS INC
1,632$3.9B0.29%
39
MCKMCKESSON CORP
15,301$3.8B0.28%
40
JNJJOHNSON & JOHNSON
22,123$3.8B0.28%
41
MTBM & T BK CORP
24,565$3.8B0.28%
42
AWMSKYWORKS SOLUTIONS INC
22,205$3.4B0.26%
43
DLTRDOLLAR TREE INC
24,440$3.4B0.26%
44
PFEPFIZER INC
58,094$3.4B0.26%
45
UNPUNION PAC CORP
13,555$3.4B0.25%
46
DISDISNEY WALT CO
22,029$3.4B0.25%
47
HONHONEYWELL INTL INC
16,208$3.4B0.25%
48
COSTCOSTCO WHSL CORP NEW
5,868$3.3B0.25%
49
VIGVANGUARD SPECIALIZED FUNDS
18,062$3.1B0.23%
50
MDLZMONDELEZ INTL INC
45,831$3.0B0.23%
51
CSCOCISCO SYS INC
47,103$3.0B0.22%
52
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
32,736$2.9B0.22%
53
INTCINTEL CORP
54,785$2.8B0.21%
54
RTXRAYTHEON TECHNOLOGIES CORP
32,586$2.8B0.21%
55
ELVANTHEM INC
5,961$2.8B0.21%
56
TJXTJX COS INC NEW
36,380$2.8B0.21%
57
MRKMERCK & CO INC
34,598$2.7B0.20%
58
USBUS BANCORP DEL
46,265$2.6B0.19%
59
CVSCVS HEALTH CORP
23,830$2.5B0.18%
60
TSLATESLA INC
2,177$2.3B0.17%
61
MDTMEDTRONIC PLC
21,886$2.3B0.17%
62
VTIVANGUARD INDEX FDS
8,104$2.0B0.15%
63
CNMDCONMED CORP
13,277$1.9B0.14%
64
VENVENTAS INC
36,095$1.8B0.14%
65
DEDEERE & CO
5,344$1.8B0.14%
66
XOMEXXON MOBIL CORP
26,784$1.6B0.12%
67
PSXPHILLIPS 66
21,921$1.6B0.12%
68
CATCATERPILLAR INC
7,353$1.5B0.11%
69
BACVERIZON COMMUNICATIONS INC
28,249$1.5B0.11%
70
PRUPRUDENTIAL FINL INC
12,833$1.4B0.10%
71
SHMSPDR SER TR
26,255$1.3B0.10%
72
PGPROCTER AND GAMBLE CO
7,795$1.3B0.09%
73
FLRNSPDR SER TR
40,887$1.3B0.09%
74
CVXCHEVRON CORP NEW
10,593$1.2B0.09%
75
VXUSVANGUARD STAR FDS
17,375$1.1B0.08%
76
BRK/BBERKSHIRE HATHAWAY INC DEL
3,553$1.1B0.08%
77
SPYSPDR S&P 500 ETF TR
2,167$1.0B0.08%
78
AMZNAMAZON COM INC
284$947.0M0.07%
79
GOOGLALPHABET INC
326$944.0M0.07%
80
ADPAUTOMATIC DATA PROCESSING IN
3,390$836.0M0.06%
81
IEMGISHARES INC
13,795$826.0M0.06%
82
CBUCOMMUNITY BK SYS INC
11,032$822.0M0.06%
83
NKENIKE INC
4,843$807.0M0.06%
84
IGMISHARES TR
1,693$743.0M0.06%
85
VTWOVANGUARD SCOTTSDALE FDS
8,000$718.0M0.05%
86
IBMINTERNATIONAL BUSINESS MACHS
5,287$707.0M0.05%
87
PSAPUBLIC STORAGE
1,845$691.0M0.05%
88
NWFLNORWOOD FINL CORP
26,341$685.0M0.05%
89
SBIOALPS ETF TR
15,124$639.0M0.05%
90
IWMISHARES TR
2,792$621.0M0.05%
91
IDXXIDEXX LABS INC
928$611.0M0.05%
92
4I1PHILIP MORRIS INTL INC
6,369$605.0M0.05%
93
VEAVANGUARD TAX-MANAGED INTL FD
11,787$602.0M0.04%
94
VOTVANGUARD INDEX FDS
2,261$576.0M0.04%
95
ABBVABBVIE INC
4,248$575.0M0.04%
96
VBVANGUARD INDEX FDS
2,314$523.0M0.04%
97
DFATDIMENSIONAL ETF TRUST
10,714$509.0M0.04%
98
DWDMORGAN STANLEY
5,082$499.0M0.04%
99
TAT&T INC
18,269$449.0M0.03%
100
ABTABBOTT LABS
3,187$449.0M0.03%
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