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Strid Group, LLC

SEC CIK
0001625800
Latest filing
Jul 23, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
41
0 vs. Q3 2021
Portfolio value
$488.0M
+$40.9M (+9.1%) vs. Q3 2021
Filed
Jan 14, 2022
SEC
Holdings of Strid Group, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Broad Market ETF808524102ETF1,183,312$133.7M27.4%+45,877+4.0%Added–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF4,209,649$111.8M22.9%+231,438+5.8%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,236,012$75.7M15.5%+60,466+5.1%Added–
Alpha Architect ETF Tr02072L102US QUAN VALUE1,126,924$42.2M8.7%+33,589+3.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF601,386$29.7M6.1%+35,743+6.3%Added–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF188,693$17.8M3.7%−1,373−0.7%Reduced–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF301,886$14.8M3.0%−1,446−0.5%Reduced–
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF205,500$8.19M1.7%+937+0.5%Added–
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE156,682$6.57M1.3%+3,316+2.2%Added–
NUENucor CorpCOM53,284$6.11M1.3%−846−1.6%ReducedHistory
iShares Tr46434VAX8IBONDS DEC23 ETF–$6.07M1.2%–––
iShares Tr46434VBA7IBONDS DEC22 ETF–$4.50M0.9%–––
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW71,643$4.28M0.9%−2,970−4.0%Reduced–
IDCCInterDigital, Inc.COM55,023$3.94M0.8%00.0%UnchangedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF–$3.77M0.8%–––
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC28,100$2.53M0.5%−906−3.1%Reduced–
AAPLApple Inc.Stock13,684$2.43M0.5%+51+0.4%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD22,366$1.82M0.4%00.0%Unchanged–
ACGLArch Capital Group Ltd.Stock27,979$1.24M0.3%+576+2.1%AddedHistory
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP15,931$1.19M0.2%−282−1.7%Reduced–
SPYSPDR S&P 500 ETF TrustETF2,232$1.07M0.2%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735K108COM SHS8,405$1.01M0.2%−64−0.8%Reduced–
BRK.BBerkshire Hathaway IncStock3,275$979.0K0.2%+225+7.4%AddedHistory
ELEstee Lauder Companies IncCL A1,972$730.0K0.1%+10+0.5%AddedHistory
OLEDUniversal Display CorpCOM3,150$520.0K0.1%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,527$514.0K0.1%−151−9.0%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,864$498.0K0.1%−1,720−37.5%ReducedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF–$467.0K0.1%–––
JPMJPMorgan Chase & CoStock2,800$443.0K0.1%00.0%UnchangedHistory
OKTAOkta, Inc.CL A1,489$334.0K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock110$317.0K0.1%−1−0.9%ReducedHistory
iShares Tr464288257MSCI ACWI ETF2,811$298.0K0.1%−3−0.1%Reduced–
ACNAccenture plcStock715$296.0K0.1%+715NewHistory
VERXVertex, Inc.Stock18,421$292.0K0.1%00.0%UnchangedHistory
DISWalt Disney CoStock1,836$284.0K0.1%+100+5.8%AddedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF–$257.0K0.1%–––
WisdomTree Tr97717Y691CLOUD COMPUTNG4,484$233.0K<0.1%00.0%Unchanged–
iShares Tr464289859CORE 80 20 ETF3,185$232.0K<0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock340$227.0K<0.1%−45−11.7%ReducedHistory
SHOPShopify Inc.Stock148$204.0K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock1,000$201.0K<0.1%+1,000NewHistory

Sold out since Q3 2021 (2)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Strid Group, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
iShares Tr46434VBK5IBONDS DEC21 ETF–$1.53M0.3%–
Invesco QQQ Trust Series I46090E103ETF1,785$640.0K0.1%–