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Institutional Investment Manager
STRATEGIC FINANCIAL GROUP, LLC
STRATEGIC FINANCIAL GROUP, LLC (CIK: 0001665199). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 55 holdings with a total value of $107,121,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 53,093 7,655,000 7.15%
52 VANGUARD SPECIALIZED FUNDS 102,683 8,343,000 7.79%
53 VANGUARD BD INDEX FDS 107,024 8,862,000 8.27%
54 ISHARES TR 78,027 9,271,000 8.65%
55 VANGUARD INTL EQUITY INDEX F 241,117 10,404,000 9.71%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003557, filed 2016.05.02).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.