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  Name: Strategic Equity Management
  City: TUCSON
  State: AZ
  Zip: 85715
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $119,686,000
  Total Value Change : $30,866,000
  Securities Held Change : 10
   
All Securities Held : 35
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 11
  Unchanged Positions : 2
  Decreased Positions : 8

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 4 New $0.00 $8,286,000 157,949 6.92% 8,286,000 157,949 0.175    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 11 New $0.00 $4,027,000 81,920 3.36% 4,027,000 81,920 0.079    N/A
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 12 New $58.19 $3,770,000 64,935 3.15% 3,770,000 64,935 0.021    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 15 New $0.00 $2,059,000 37,842 1.72% 2,059,000 37,842 0.001    Closed - End Fund - E...
   (IFRA)1 Year Chart         IFRA Ishares Us Infrastructure Etf 17 New $0.00 $1,071,000 24,694 0.89% 1,071,000 24,694 0.027    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 18 New $0.00 $1,015,000 17,631 0.85% 1,015,000 17,631 0.002    N/A
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 23 New $0.00 $494,000 4,761 0.41% 494,000 4,761 0    Closed - End Fund - E...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 24 New $140.00 $492,000 3,643 0.41% 492,000 3,643 0.002    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 25 New $48.41 $431,000 8,762 0.36% 431,000 8,762 0.001    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 28 New $247.98 $339,000 1,358 0.28% 339,000 1,358 0.001    Closed - End Fund - E...
   (FLQM)1 Year Chart         FLQM Franklin Libertyq Us Mid Ca... 29 New $0.00 $289,000 5,412 0.24% 289,000 5,412 0.06    N/A
   (QGRO)1 Year Chart         QGRO American Century Stoxx Us Q... 33 New $84.94 $221,000 2,596 0.18% 221,000 2,596 0.003    N/A
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 34 New $36.15 $215,000 5,986 0.18% 215,000 5,986 0.001    Closed - End Fund - E...
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 35 New $79.85 $200,000 2,460 0.17% 200,000 2,460 0.002    N/A
      14 Records Found
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