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Strid Group, LLC

SEC CIK
0001625800
Latest filing
Jul 23, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 27, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
45
+4 vs. Q3 2022
Portfolio value
$419.8M
+$24.8M (+6.3%) vs. Q3 2022
Filed
Jan 27, 2023
SEC
Holdings of Strid Group, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Broad Market ETF808524102ETF2,371,499$106.3M25.3%−88,567−3.6%Reduced–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF4,109,961$99.8M23.8%+155,721+3.9%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,215,494$60.9M14.5%−91,165−7.0%Reduced–
Alpha Architect ETF Tr02072L102US QUAN VALUE1,091,506$35.4M8.4%+13,820+1.3%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF486,941$19.0M4.5%−192,642−28.3%Reduced–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF281,028$13.1M3.1%−4,173−1.5%Reduced–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF134,682$9.57M2.3%−4,111−3.0%Reduced–
iShares Tr46434VAX8IBONDS DEC23 ETF–$8.20M2.0%–––
Schwab Emerging Markets Equity ETF808524706ETF325,388$7.70M1.8%+325,388New–
Vanguard Morningstar Total Stock Market ETF922908769ETF33,143$6.34M1.5%+27,913+533.7%Added–
iShares Tr46435G326CORE MSCI INTL107,160$6.00M1.4%+107,160New–
iShares Tr46434VBG4IBONDS DEC24 ETF–$5.35M1.3%–––
NUENucor CorpCOM39,736$5.26M1.3%−470−1.2%ReducedHistory
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF134,804$4.46M1.1%−3,239−2.3%Reduced–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF–$3.76M0.9%–––
IDCCInterDigital, Inc.COM55,023$2.72M0.6%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB131,068$2.68M0.6%+131,068New–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW44,063$2.62M0.6%−2,083−4.5%Reduced–
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE65,535$2.47M0.6%−11,973−15.4%Reduced–
DINDine Brands Global, Inc.COM27,379$1.78M0.4%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB73,924$1.55M0.4%+73,924New–
AAPLApple Inc.Stock11,498$1.50M0.4%00.0%UnchangedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF–$1.42M0.3%–––
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC17,544$1.28M0.3%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB59,703$1.20M0.3%+59,703New–
ACGLArch Capital Group Ltd.Stock17,271$1.08M0.3%−3,498−16.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock2,765$854.1K0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF2,152$826.8K0.2%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD9,976$750.1K0.2%−3,261−24.6%Reduced–
First Tr Exchange-Traded Alp33735K108COM SHS6,816$623.1K0.1%00.0%Unchanged–
iShares Tr464287234MSCI EMG MKT ETF14,156$536.5K0.1%+14,156New–
MRSHMarsh & McLennan Companies, Inc.Stock3,228$534.2K0.1%+364+12.7%AddedHistory
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP9,050$500.3K0.1%−1,679−15.6%Reduced–
ELEstee Lauder Companies IncCL A1,953$484.6K0.1%00.0%UnchangedHistory
Flexshares Tr33939L738REAL ASST IDX15,829$474.7K0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock2,800$375.5K0.1%00.0%UnchangedHistory
OLEDUniversal Display CorpCOM3,150$340.3K0.1%00.0%UnchangedHistory
American Centy ETF Tr025072877US SML CP VALU4,244$316.2K0.1%+907+27.2%Added–
Vanguard BD Index FDS92203C303VANGUARD ULTRA6,351$311.2K0.1%−452−6.6%Reduced–
FIXComfort Systems USA IncCOM2,361$271.7K0.1%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock3,962$250.1K0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB13,164$249.1K0.1%+13,164New–
MSFTMicrosoft CorpStock971$232.9K0.1%00.0%UnchangedHistory
iShares Tr464288257MSCI ACWI ETF2,598$220.5K0.1%−91−3.4%Reduced–
XOMExxonMobil Holdings CorpCOM1,843$203.3K<0.1%+1,843NewHistory

Sold out since Q3 2022 (4)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Strid Group, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
iShares Tr46434VBA7IBONDS DEC22 ETF–$6.64M1.7%–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD42,123$1.07M0.3%–
ProShares Tr74347B680S&P MDCP 400 DIV12,051$776.0K0.2%–
ProShares Tr74347B698RUSS 2000 DIVD13,870$770.0K0.2%–