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Strid Group, LLC

SEC CIK
0001625800
Latest filing
Jul 23, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 8, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
41
+3 vs. Q2 2021
Portfolio value
$447.1M
+$3.77M (+0.9%) vs. Q2 2021
Filed
Oct 8, 2021
SEC
Holdings of Strid Group, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Broad Market ETF808524102ETF1,137,435$118.1M26.4%+7,137+0.6%Added–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF3,978,211$98.8M22.1%+79,235+2.0%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,175,546$71.7M16.0%+10,559+0.9%Added–
Alpha Architect ETF Tr02072L102US QUAN VALUE1,093,335$37.4M8.4%+5,765+0.5%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF565,643$28.3M6.3%+8,884+1.6%Added–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF190,066$17.0M3.8%−2,103−1.1%Reduced–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF303,332$13.9M3.1%−22,186−6.8%Reduced–
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF204,563$8.35M1.9%−235−0.1%Reduced–
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE153,366$6.42M1.4%−3,438−2.2%Reduced–
iShares Tr46434VAX8IBONDS DEC23 ETF–$6.12M1.4%–––
NUENucor CorpCOM54,130$5.38M1.2%+1,161+2.2%AddedHistory
iShares Tr46434VBA7IBONDS DEC22 ETF–$4.50M1.0%–––
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW74,613$4.47M1.0%−4,382−5.5%Reduced–
IDCCInterDigital, Inc.COM55,023$3.73M0.8%00.0%UnchangedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF–$3.73M0.8%–––
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC29,006$2.55M0.6%−620−2.1%Reduced–
AAPLApple Inc.Stock13,633$1.93M0.4%−979−6.7%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD22,366$1.84M0.4%00.0%Unchanged–
iShares Tr46434VBK5IBONDS DEC21 ETF–$1.53M0.3%–––
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP16,213$1.16M0.3%−578−3.4%Reduced–
ACGLArch Capital Group Ltd.Stock27,403$1.05M0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF2,232$961.0K0.2%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735K108COM SHS8,469$941.0K0.2%−334−3.8%Reduced–
BRK.BBerkshire Hathaway IncStock3,050$832.0K0.2%+10+0.3%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock4,584$694.0K0.2%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF1,785$640.0K0.1%+420+30.8%Added–
ELEstee Lauder Companies IncCL A1,962$588.0K0.1%00.0%UnchangedHistory
OLEDUniversal Display CorpCOM3,150$539.0K0.1%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,678$473.0K0.1%−11−0.7%ReducedHistory
JPMJPMorgan Chase & CoStock2,800$458.0K0.1%00.0%UnchangedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF–$376.0K0.1%–New–
VERXVertex, Inc.Stock18,421$354.0K0.1%00.0%UnchangedHistory
OKTAOkta, Inc.CL A1,489$353.0K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock111$296.0K0.1%−6−5.1%ReducedHistory
DISWalt Disney CoStock1,736$294.0K0.1%+20+1.2%AddedHistory
iShares Tr464288257MSCI ACWI ETF2,814$281.0K0.1%−24−0.8%Reduced–
WisdomTree Tr97717Y691CLOUD COMPUTNG4,484$258.0K0.1%00.0%Unchanged–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF–$229.0K0.1%–New–
iShares Tr464289859CORE 80 20 ETF3,185$222.0K<0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock385$220.0K<0.1%+385NewHistory
SHOPShopify Inc.Stock148$201.0K<0.1%00.0%UnchangedHistory