Strid Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

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Analyzing the Changes in Strid Group, LLC's 13F Holdings in Q2 2023 vs. Q3 2023

Strid Group, LLC, a prominent investment firm, recently released its 13F filings, revealing the changes in their holdings for Q2 2023 and Q3 2023. The Q2 2023 vs. Q3 2023 holdings comparison provides valuable insights into the investment decisions made by Strid Group, shedding light on their investment strategies and possible market trends. In this article, we will dive deeper into the data and analyze the noteworthy changes in the holdings.

SCHWAB STRATEGIC TR (SCHB):

- Q2 2023 (SHARES): 2,445,118

- Q3 2023 (SHARES): 2,452,051

- Q2 2023 VALUE ($000): 126,412

- Q3 2023 VALUE ($000): 122,234

- Chg %: -3.3

The holdings of SCHWAB STRATEGIC TR witnessed a marginal increase of 0.3% in Q3 compared to Q2. Despite the small change, the overall value of the holdings in this strategic fund decreased from $126,412,000 to $122,234,000.

FIRST TR EXCHANGE-TRADED FD (DALI):

- Q2 2023 (SHARES): 4,444,123

- Q3 2023 (SHARES): 4,565,137

- Q2 2023 VALUE ($000): 114,925

- Q3 2023 VALUE ($000): 113,124

- Chg %: -1.6

DALI, another notable player in Strid Group's holdings, experienced a slight increase of 2.7% in the number of shares owned. However, the overall value of the holdings declined from $114,925,000 to $113,124,000, representing a decrease of 1.6%.

VANGUARD INTL EQUITY INDEX F (VEU):

- Q2 2023 (SHARES): 1,336,026

- Q3 2023 (SHARES): 1,397,783

- Q2 2023 VALUE ($000): 72,693

- Q3 2023 VALUE ($000): 72,502

- Chg %: -0.3

While the number of shares held by Strid Group in VANGUARD INTL EQUITY INDEX F increased by 4.6%, the value of the holdings remained relatively stable, experiencing a minimal decline of 0.3%.

EA SERIES TR (QVAL):

- Q2 2023 (SHARES): 1,152,742

- Q3 2023 (SHARES): 1,153,222

- Q2 2023 VALUE ($000): 39,884

- Q3 2023 VALUE ($000): 42,796

- Chg %: 7.3

QVAL, a part of EA SERIES TR, witnessed a similar scenario. The number of shares remained almost unchanged, but the value of the holdings increased by 7.3%, reflecting a promising performance.

VANGUARD INTL EQUITY INDEX F (VWO):

- Q2 2023 (SHARES): 580,025

- Q3 2023 (SHARES): 604,342

- Q2 2023 VALUE ($000): 23,595

- Q3 2023 VALUE ($000): 23,696

- Chg %: 0.4

VWO, another fund managed by VANGUARD INTL EQUITY INDEX F, recorded a modest increase in both the number of shares held and the overall value of the holdings. The positive change indicates potential confidence in this particular index fund.

The aforementioned examples are just a glimpse of the changes observed in Strid Group, LLC's Q2 2023 vs. Q3 2023 13F holdings. The variations in the holdings, both positive and negative, reflect the dynamic nature of the stock market and the investment strategies employed by Strid Group. These changes may also suggest possible investment opportunities or trends that other investors might consider.

It's important to note that the 13F filings provide valuable information, but they represent historical data and should not serve as the sole basis for making investment decisions. Conducting thorough research, seeking professional advice, and considering personal investment goals are crucial components of a well-informed investment strategy.

In conclusion, by closely examining the changes in Strid Group, LLC's 13F holdings for Q2 2023 vs. Q3 2023, investors can gain valuable insights into the investment decisions made by this renowned firm. These insights can contribute to a better understanding of market trends and assist investors in making informed decisions for their own portfolios.