Breaking Down Strid Group, LLC's Q3 vs. Q4 2022 Investment Portfolio Changes

Strid Group, LLC recently released their Q3 2022 versus Q4 2022 13F Holdings Comparison, which shows some interesting changes in their investment portfolio. As a professional blog writer, I will take a closer look at some of the significant changes in the holdings and break down the data to understand what these changes could mean for the fund and its investors.

SCHWAB STRATEGIC TR (SCHB) led the way with the highest number of shares in Q3 2022 with 2,460,066 shares, but in Q4 2022, they held 237,1499 shares, a decrease of 2.9%. At the same time, the value in Q3 2022 was $103,298, which increased by 2.9% to $106,266 in Q4 2022. This shows that although there was a decrease in the number of shares held by Strid Group, LLC, the value of the shares increased over the quarter.

FIRST TR EXCHANGE-TRADED FD (DALI) was the second-highest shareholder for the fund in Q3 2022 with 3,954,240 shares, and in Q4 2022, they held 4,109,961 shares, a 4.9% increase. There was also a corresponding increase in the value of the shares from $95,099 to $99,789, which is a 4.9% increase. This suggests that the fund is optimistic about the performance of FIRST TR EXCHANGE-TRADED FD.

VANGUARD INTL EQUITY INDEX F (VEU) was the third most substantial holding in Q3 2022 with 1,306,659 shares, which decreased to 1,215,494 shares in Q4 2022, a decline of 5.1%. However, the value of these shares increased from $57,963 to $60,944, a rise of 5.1%. This would suggest that Strid Group, LLC is still bullish about VANGUARD INTL EQUITY INDEX F, despite reducing the number of shares held.

EA SERIES TRUST (QVAL) was the fourth highest holding, and there was a slight increase in the number of shares held by Strid Group, LLC from 1,077,686 in Q3 2022 to 1,091,506 shares in Q4 2022. There was also a corresponding increase in the value of the shares from $31,468 to $35,420, which is a 12.6% increase. This is a positive sign for EA SERIES TRUST, and Strid Group, LLC likely sees potential in its future growth.

VANGUARD INTL EQUITY INDEX F (VWO) was the fifth-highest holding in Q3 2022 with 679,583 shares. However, in Q4 2022, the number of shares held by Strid Group, LLC decreased to 486,941 shares, a decline of 23.5%. The value of these shares also fell from $24,798 to $18,980, which is a decrease of 23.5%. This may suggest that Strid Group, LLC is less confident about the growth potential of VANGUARD INTL EQUITY INDEX F.

Overall, the changes in the holdings of Strid Group, LLC suggest that the fund is continually monitoring the performance of its portfolio and making strategic decisions to increase the value of its holdings. Although there were some declines in the number of shares held, the increase in the value of the shares suggests that the fund is investing in high-performing stocks.

It's also interesting to take a closer look at some of the new holdings that Strid Group, LLC added in Q4 2022. For example, they added 5,244 shares of APPLE INC (AAPL), which may indicate that the fund is bullish on the tech company's financial prospects. They also invested in AMERICAN CENTY ETF TR (AVUV) with 3,337 shares, suggesting that they are interested in the company's potential for future growth.

In conclusion, Strid Group, LLC's Q3 2022 versus Q4 2022 13F Holdings Comparison shows that the fund is continually making decisions to optimize their holdings for growth. Although there were some declines in the number of shares held, the increase in the value of the shares suggests that Strid Group, LLC is investing wisely. By diversifying its portfolio and investing in promising companies like AAPL and AVUV, Strid Group, LLC is positioning itself for long-term success.