The Analysis of FISCHER INVESTMENT STRATEGIES, LLC's Holdings
Currently, FISCHER INVESTMENT STRATEGIES, LLC holds 51 types of securities in its portfolio with a total value $171.6M. In the most recent quarter, they have increased their positions in VLUE (+52.1K shares, valued at $7.1M), BIV (+80.6K shares, valued at $6.3M), GRID (+24.1K shares, valued at $3.7M); decreased their positions in SPMO (-53.2K shares, valued at $6.3M), N/A (-10.7K shares, valued at $5.4M), BOXX (-37.1K shares, valued at $4.3M); initiated new positions in VLUE (+52.1K shares, valued at $7.1M), BIV (+80.6K shares, valued at $6.3M), GRID (+24.1K shares, valued at $3.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPMO INVESCO EXCH TRADED FD TR II201.4K shares-20.88%2025-12-312026-01-28
BUFD FIRST TR EXCHNG TRADED FD VI611.4K shares-1.78%2025-12-312026-01-28 DFIV DIMENSIONAL ETF TRUST304.2K shares25.34%2025-12-312026-01-28 DISV DIMENSIONAL ETF TRUST264.2K shares7.31%2025-12-312026-01-28 VLUE ISHARES TR52.1K sharesnew addition2025-12-312026-01-28 BIV VANGUARD BD INDEX FDS80.6K sharesnew addition2025-12-312026-01-28 AIRR FIRST TR EXCHANGE TRADED FD57.1K shares2.43%2025-12-312026-01-28 DFUS DIMENSIONAL ETF TRUST72.3K shares-17.97%2025-12-312026-01-28 BOXX EA SERIES TRUST45.5K shares-44.92%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR7.3K shares-7.48%2025-12-312026-01-28 QTUM ETF SER SOLUTIONS45.4K shares-36.31%2025-12-312026-01-28 NUKZ EXCHANGE TRADED CONCEPTS TRU76.1K shares-2.31%2025-12-312026-01-28 URTH ISHARES INC24.0K shares-14.06%2025-12-312026-01-28 IAI ISHARES TR24.0K shares-5.28%2025-12-312026-01-28 GRID FIRST TR EXCHANGE TRADED FD24.1K sharesnew addition2025-12-312026-01-28 XBI SPDR SERIES TRUST30.2K sharesnew addition2025-12-312026-01-28 DFAS DIMENSIONAL ETF TRUST50.8K sharesnew addition2025-12-312026-01-28 DEHP DIMENSIONAL ETF TRUST104.9K sharesnew addition2025-12-312026-01-28 DFAE DIMENSIONAL ETF TRUST94.1K shares-55.33%2025-12-312026-01-28 MGK VANGUARD WORLD FD5.7K shares-19.30%2025-12-312026-01-28 XME SPDR SERIES TRUST19.0K sharesnew addition2025-12-312026-01-28 NVDA NVIDIA CORPORATION8.7K shares-1.10%2025-12-312026-01-28 IOO ISHARES TR12.4K shares-0.35%2025-12-312026-01-28 DUHP DIMENSIONAL ETF TRUST32.2K shares0.15%2025-12-312026-01-28 BITB BITWISE BITCOIN ETF TR24.1K shares-34.96%2025-12-312026-01-28 AAPL APPLE INC4.0K shares16.55%2025-12-312026-01-28 XLF SELECT SECTOR SPDR TR19.1K shares-11.35%2025-12-312026-01-28 VHT VANGUARD WORLD FD3.6K sharesnew addition2025-12-312026-01-28 SIXG ETF SER SOLUTIONS16.2K shares-33.99%2025-12-312026-01-28 VGT VANGUARD WORLD FD1.1K shares7.02%2025-12-312026-01-28 XMMO INVESCO EXCHANGE TRADED FD T5.2K shares-12.15%2025-12-312026-01-28 VO VANGUARD INDEX FDS2.0K shares-42.57%2025-12-312026-01-28 MAGS LISTED FDS TR8.7K shares-59.03%2025-12-312026-01-28 TBUX T ROWE PRICE ETF INC11.4K sharesnew addition2025-12-312026-01-28 GARP ISHARES TR7.4K sharesnew addition2025-12-312026-01-28 IBIT ISHARES BITCOIN TRUST ETF9.3K shares-22.86%2025-12-312026-01-28 BND VANGUARD BD INDEX FDS5.9K shares-36.81%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR2.4K shares97.52%2025-12-312026-01-28 MSFT MICROSOFT CORP697 shares3.11%2025-12-312026-01-28 JEPQ J P MORGAN EXCHANGE TRADED F5.2K sharesnew addition2025-12-312026-01-28 RFV INVESCO EXCHANGE TRADED FD T2.3K sharesnew addition2025-12-312026-01-28 BLV VANGUARD BD INDEX FDS4.1K sharesnew addition2025-12-312026-01-28 ALPHABET INC ALPHABET INC840 sharesnew addition2025-12-312026-01-28 IETC ISHARES U S ETF TR2.4K shares-4.22%2025-12-312026-01-28 BNDX VANGUARD CHARLOTTE FDS5.1K sharesnew addition2025-12-312026-01-28 AMZN AMAZON COM INC1.0K sharesnew addition2025-12-312026-01-28 SPHB INVESCO EXCH TRADED FD TR II1.9K sharesnew addition2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available