Holdings Channel
EntityShares/Amount
Change
Position Value
Change
BINC +157,949+$8,286
CALF +81,920+$4,027
DGRO +64,935+$3,770
EFV +37,842+$2,059
IFRA +24,694+$1,071
EMXC +17,631+$1,015
EFG +4,761+$494
IYW +3,643+$492
SCHA +8,762+$431
VO +1,358+$339
EntityShares/Amount
Change
Position Value
Change
GOVT -183,688-$4,232
IWN -23,456-$3,643
BIL -34,666-$3,168
IWX -15,326-$1,075
EntityShares/Amount
Change
Position Value
Change
SCHX +69,322+$5,839
BIBL +50,089+$2,592
TPHD +37,995+$1,629
VV +16,922+$4,084
IWV +9,836+$3,338
SPY +4,701+$4,028
ITOT +2,978+$679
HBAN +1,014+$46
IVW +904+$749
AAPL +352+$36
EntityShares/Amount
Change
Position Value
Change
IUSB -21,135-$976
IWP -15,117-$1,260
IWL -4,625+$325
IVV -3,453-$1,409
IWY -571-$2
MGC -311+$82
SCHB -168+$26
PG -59+$73
COF UNCH+$29
Size ($ in 1000's)
At 03/31/2024: $119,686
At 12/31/2023: $88,820

Strategic Equity Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Equity Management 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Strategic Equity Management
As of  03/31/2024, we find all stocks held by Strategic Equity Management to be as follows, presented in the table below with each row detailing each Strategic Equity Management position, ordered by largest to smallest position size. The all-stocks-held-by-Strategic Equity Management table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Strategic Equity Management as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 340,765 +69,322 $21,148
     SCHX340,765+69,322$21,148
SPDR S&P 500 ETF TR (SPY) 37,555 +4,701 $19,644
     SPY37,555+4,701$19,644
ISHARES TR (IWL) 71,269 -4,625 $9,060
     IWL71,269-4,625$9,060
BLACKROCK ETF TRUST II (BINC) 157,949 +157,949 $8,286
     BINC157,949+157,949$8,286
NORTHERN LTS FD TR 210,597 +50,089 $8,194
     BIBL210,597+50,089$8,194
ISHARES TR (IWV) 24,496 +9,836 $7,351
     IWV24,496+9,836$7,351
ISHARES TR (IVW) 72,904 +904 $6,156
     IVW72,904+904$6,156
TIMOTHY PLAN 121,569 +37,995 $4,397
     TPHD121,569+37,995$4,397
VANGUARD INDEX FDS (VV) 18,195 +16,922 $4,362
     VV18,195+16,922$4,362
ISHARES TR (ITOT) 36,310 +2,978 $4,187
     ITOT36,310+2,978$4,187
PACER FDS TR 81,920 +81,920 $4,027
     CALF81,920+81,920$4,027
ISHARES TR (DGRO) 64,935 +64,935 $3,770
     DGRO64,935+64,935$3,770
ISHARES TR (IWP) 32,974 -15,117 $3,764
     IWP32,974-15,117$3,764
ISHARES TR (IVV) 5,011 -3,453 $2,634
     IVV5,011-3,453$2,634
ISHARES TR (EFV) 37,842 +37,842 $2,059
     EFV37,842+37,842$2,059
VANGUARD WORLD FD (MGC) 7,687 -311 $1,436
     MGC7,687-311$1,436
ISHARES TR (IFRA) 24,694 +24,694 $1,071
     IFRA24,694+24,694$1,071
ISHARES TR (EMXC) 17,631 +17,631 $1,015
     EMXC17,631+17,631$1,015
ISHARES TR (IWY) 4,937 -571 $963
     IWY4,937-571$963
PROCTER AND GAMBLE CO 5,190 -59 $842
     PG5,190-59$842
MICROSOFT CORP 1,319 UNCH $555
     MSFT1,319UNCH$555
CATERPILLAR INC 1,504 +6 $551
     CAT1,504+6$551
ISHARES TR (EFG) 4,761 +4,761 $494
     EFG4,761+4,761$494
ISHARES TR (IYW) 3,643 +3,643 $492
     IYW3,643+3,643$492
SCHWAB STRATEGIC TR 8,762 +8,762 $431
     SCHA8,762+8,762$431
SCHWAB STRATEGIC TR 6,641 -168 $405
     SCHB6,641-168$405
HUNTINGTON BANCSHARES INC (HBAN) 26,352 +1,014 $368
     HBAN26,352+1,014$368
VANGUARD INDEX FDS (VO) 1,358 +1,358 $339
     VO1,358+1,358$339
FRANKLIN TEMPLETON ETF TR (FLQM) 5,412 +5,412 $289
     FLQM5,412+5,412$289
ISHARES TR (IUSB) 5,698 -21,135 $260
     IUSB5,698-21,135$260
APPLE INC 1,506 +352 $258
     AAPL1,506+352$258
CAPITAL ONE FINL CORP 1,625 UNCH $242
     COF1,625UNCH$242
AMERICAN CENTY ETF TR (QGRO) 2,596 +2,596 $221
     QGRO2,596+2,596$221
SPDR INDEX SHS FDS (SPDW) 5,986 +5,986 $215
     SPDW5,986+5,986$215
SCHWAB STRATEGIC TR 2,460 +2,460 $200
     SCHM2,460+2,460$200
SPDR SER TR $0 (exited)
     BIL0-34,666$0
ISHARES TR $0 (exited)
     GOVT0-183,688$0
ISHARES TR $0 (exited)
     IWN0-23,456$0
ISHARES TR 0 -15,326 $0 (exited)
     IWX0-15,326$0

See Summary: Strategic Equity Management Top Holdings
See Details: Top 10 Stocks Held By Strategic Equity Management

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