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Strid Group, LLC

SEC CIK
0001625800
Latest filing
Jul 23, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 25, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
45
0 vs. Q1 2023
Portfolio value
$486.6M
+$33.6M (+7.4%) vs. Q1 2023
Filed
Jul 25, 2023
SEC
Holdings of Strid Group, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Broad Market ETF808524102ETF2,445,118$126.4M26.0%+12,277+0.5%Added–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF4,444,123$114.9M23.6%+138,373+3.2%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,336,026$72.7M14.9%+38,329+3.0%Added–
Alpha Architect ETF Tr02072L102US QUAN VALUE1,152,742$39.9M8.2%+40,363+3.6%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF580,025$23.6M4.8%+50,512+9.5%Added–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF285,452$13.4M2.8%+6,911+2.5%Added–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF125,928$10.2M2.1%−1,157−0.9%Reduced–
NUENucor CorpCOM61,630$10.1M2.1%+25,652+71.3%AddedHistory
iShares Tr46434VAX8IBONDS DEC23 ETF324,189$8.20M1.7%−2,602−0.8%Reduced–
Schwab Emerging Markets Equity ETF808524706ETF276,018$6.80M1.4%−32,395−10.5%Reduced–
iShares Tr46434VBG4IBONDS DEC24 ETF268,556$6.61M1.4%+20,498+8.3%Added–
iShares Tr46435G326CORE MSCI INTL100,032$6.11M1.3%−4,900−4.7%Reduced–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF228,061$5.56M1.1%+24,748+12.2%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF23,816$5.25M1.1%−5,103−17.6%Reduced–
IDCCInterDigital, Inc.COM49,365$4.77M1.0%−5,658−10.3%ReducedHistory
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF138,840$4.64M1.0%−400−0.3%Reduced–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW47,046$2.79M0.6%+2,290+5.1%Added–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB131,068$2.70M0.6%00.0%Unchanged–
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE69,938$2.66M0.5%−817−1.2%Reduced–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF90,067$2.11M0.4%+21,987+32.3%Added–
AAPLApple Inc.Stock10,509$2.04M0.4%+26+0.2%AddedHistory
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB73,924$1.56M0.3%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC17,295$1.36M0.3%−180−1.0%Reduced–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB59,703$1.20M0.2%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF2,152$953.9K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock2,765$942.9K0.2%00.0%UnchangedHistory
DINDine Brands Global, Inc.COM13,689$794.4K0.2%+13,689NewHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD10,017$757.9K0.2%+41+0.4%Added–
ACGLArch Capital Group Ltd.Stock9,520$712.6K0.1%−5,208−35.4%ReducedHistory
FIXComfort Systems USA IncCOM4,322$709.7K0.1%+4,322NewHistory
PKSTPeakstone Realty TrustCommon Stock23,521$656.7K0.1%+23,521NewHistory
iShares Tr464287234MSCI EMG MKT ETF14,764$584.1K0.1%00.0%Unchanged–
MRSHMarsh & McLennan Companies, Inc.Stock2,864$538.7K0.1%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735K108COM SHS5,198$526.5K0.1%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB26,664$505.1K0.1%00.0%Unchanged–
OLEDUniversal Display CorpCOM3,290$474.2K0.1%+140+4.4%AddedHistory
iShares Tr46436E874IBONDS 24 TRM TS18,128$431.4K0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock2,800$407.2K0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A1,953$383.5K0.1%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP6,305$379.6K0.1%+473+8.1%Added–
Vanguard BD Index FDS92203C303VANGUARD ULTRA6,351$312.2K0.1%00.0%Unchanged–
MSFTMicrosoft CorpStock826$281.3K0.1%−145−14.9%ReducedHistory
Flexshares Tr33939L738REAL ASST IDX8,210$245.4K0.1%−7,672−48.3%Reduced–
OXYOccidental Petroleum CorpStock3,962$233.0K<0.1%00.0%UnchangedHistory
iShares Tr464289859CORE 80 20 ETF3,432$227.7K<0.1%00.0%Unchanged–

Sold out since Q1 2023 (3)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Strid Group, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
American Centy ETF Tr025072877US SML CP VALU4,244$314.3K0.1%–
iShares Tr464288257MSCI ACWI ETF2,385$217.4K<0.1%–
XOMExxonMobil Holdings CorpCOM1,843$202.1K<0.1%History