Close

Form 13F-HR Strategic Equity Managem For: Mar 31

FREE Breaking News Alerts from StreetInsider.com!

E-mail Address

StreetInsider.com Top Tickers, 4/25/2024

1. TSLA
2. ENPH
3. TXN
4. BA
5. SPOT
6. META
7. V
8. IBM
9. KMB
10. GM


May 12, 2021 5:23 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2021
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Strategic Equity Management
Address: 7367 E. TANQUE VERDE ROAD
TUCSON , AZ85715
Form 13F File Number: 028-20656

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Shannon Chandler
Title: Assistant
Phone: 1-800-408-2423
Signature, Place, and Date of Signing:
Shannon Chandler Silver City , NM 05-12-2021
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 30
Form 13F Information Table Value Total: 236,516
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 906 7,417 SH SOLE 0 0 7,417
CATERPILLAR INC COM 149123101 327 1,411 SH SOLE 0 0 1,411
DOMINION ENERGY INC COM 25746U109 658 8,659 SH SOLE 0 0 8,659
HUNTINGTON BANCSHARES INC COM 446150104 397 25,270 SH SOLE 0 0 25,270
MICROSOFT CORP COM 594918104 254 1,076 SH SOLE 0 0 1,076
PROCTER AND GAMBLE CO COM 742718109 717 5,293 SH SOLE 0 0 5,293
NORTHERN LTS FD TR IV INSPIRE 100ETF 66538H534 1,035 26,508 SH SOLE 0 0 26,508
INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 242 2,848 SH SOLE 0 0 2,848
ISHARES TR FLTG RATE NT ETF 46429B655 1,579 31,099 SH SOLE 0 0 31,099
ISHARES TR IBOXX INV CP ETF 464287242 4,966 38,188 SH SOLE 0 0 38,188
ISHARES INC CORE MSCI EMKT 46434G103 6,101 94,801 SH SOLE 0 0 94,801
ISHARES TR MBS ETF 464288588 10,371 95,654 SH SOLE 0 0 95,654
ISHARES TR RUS TOP 200 ETF 464289446 52,458 553,768 SH SOLE 0 0 553,768
ISHARES TR RUS TP200 GR ETF 464289438 34,538 256,711 SH SOLE 0 0 256,711
ISHARES TR ISHS 1-5YR INVS 464288646 2,620 47,906 SH SOLE 0 0 47,906
ISHARES TR TIPS BD ETF 464287176 5,129 40,870 SH SOLE 0 0 40,870
ISHARES TR 1 3 YR TREAS BD 464287457 8,877 102,926 SH SOLE 0 0 102,926
ISHARES TR 20 YR TR BD ETF 464287432 1,437 10,606 SH SOLE 0 0 10,606
ISHARES TR BARCLAYS 7 10 YR 464287440 2,490 22,047 SH SOLE 0 0 22,047
ISHARES TR GNMA BOND ETF 46429B333 5,199 103,388 SH SOLE 0 0 103,388
ISHARES TR IBOXX HI YD ETF 464288513 8,011 91,891 SH SOLE 0 0 91,891
ISHARES TR RUSSELL 2000 ETF 464287655 16,284 73,705 SH SOLE 0 0 73,705
ISHARES TR RUS MID CAP ETF 464287499 8,128 109,941 SH SOLE 0 0 109,941
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12,240 57,039 SH SOLE 0 0 57,039
VANGUARD INDEX FDS SML CP GRW ETF 922908595 12,084 43,996 SH SOLE 0 0 43,996
VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 5,607 62,721 SH SOLE 0 0 62,721
VANGUARD INDEX FDS TOTAL STK MKT 922908769 21,076 101,968 SH SOLE 0 0 101,968
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,637 31,126 SH SOLE 0 0 31,126
VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,796 13,504 SH SOLE 0 0 13,504
VANGUARD WORLD FD MEGA CAP INDEX 921910873 7,352 52,425 SH SOLE 0 0 52,425

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

SEC Filings