0001843578-22-000003.txt : 20220502
0001843578-22-000003.hdr.sgml : 20220502
20220502162251
ACCESSION NUMBER: 0001843578-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220502
DATE AS OF CHANGE: 20220502
EFFECTIVENESS DATE: 20220502
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Strategic Equity Management
CENTRAL INDEX KEY: 0001843578
IRS NUMBER: 860708597
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20656
FILM NUMBER: 22882297
BUSINESS ADDRESS:
STREET 1: 7367 E. TANQUE VERDE ROAD
CITY: TUCSON
STATE: AZ
ZIP: 85715
BUSINESS PHONE: 1-800-408-2423
MAIL ADDRESS:
STREET 1: 7367 E. TANQUE VERDE ROAD
CITY: TUCSON
STATE: AZ
ZIP: 85715
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001843578
XXXXXXXX
03-31-2022
03-31-2022
Strategic Equity Management
7367 E. TANQUE VERDE ROAD
TUCSON
AZ
85715
13F HOLDINGS REPORT
028-20656
N
Shannon Chandler
Assistant
1-800-408-2423
Shannon Chandler
Silver City
NM
05-02-2022
0
44
278051
false
INFORMATION TABLE
2
xmlsem13f2022Q1.xml
AMAZON COM INC
COM
023135106
241
74
SH
SOLE
0
0
74
ANTHEM INC
COM
036752103
253
515
SH
SOLE
0
0
515
APPLE INC
COM
037833100
1421
8138
SH
SOLE
0
0
8138
BALL CORP
COM
058498106
270
3000
SH
SOLE
0
0
3000
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
238
675
SH
SOLE
0
0
675
CATERPILLAR INC
COM
149123101
322
1445
SH
SOLE
0
0
1445
DOMINION ENERGY INC
COM
25746U109
740
8713
SH
SOLE
0
0
8713
HUNTINGTON BANCSHARES INC
COM
446150104
370
25290
SH
SOLE
0
0
25290
NORTHERN LTS FD TR IV
INSPIRE 100 ESG
66538H534
2437
67517
SH
SOLE
0
0
67517
INVESCO QQQ TR
UNIT SER 1
46090E103
9390
25901
SH
SOLE
0
0
25901
ISHARES TR CORE
S&P500 ETF
464287200
635
1399
SH
SOLE
0
0
1399
ISHARES TR CORE
US AGGBD ET
464287226
29121
271904
SH
SOLE
0
0
271904
ISHARES TR
MSCI USA QLT FCT
46432F339
9414
69925
SH
SOLE
0
0
69925
ISHARES TR
FLTG RATE NT ETF
46429B655
5093
100816
SH
SOLE
0
0
100816
ISHARES TR
IBOXX INV CP ETF
464287242
12170
100631
SH
SOLE
0
0
100631
ISHARES TR
MBS ETF
464288588
9164
89961
SH
SOLE
0
0
89961
ISHARES TR
RUS TOP 200 ETF
464289446
43040
398226
SH
SOLE
0
0
398226
ISHARES TR
RUS TP200 GR ETF
464289438
29659
186686
SH
SOLE
0
0
186686
ISHARES TR
S&P 500 GRWT ETF
464287309
248
3248
SH
SOLE
0
0
3248
ISHARES TR
SP SMCP600VL ETF
464287879
382
3726
SH
SOLE
0
0
3726
ISHARES TR
SELECT DIVID ETF
464287168
8206
64041
SH
SOLE
0
0
64041
ISHARES TR
TIPS BD ETF
464287176
3010
24164
SH
SOLE
0
0
24164
ISHARES TR
1 3 YR TREAS BD
464287457
9207
110464
SH
SOLE
0
0
110464
ISHARES TR
BARCLAYS 7 10 YR
464287440
6072
56503
SH
SOLE
0
0
56503
ISHARES TR
GNMA BOND ETF
46429B333
9149
191725
SH
SOLE
0
0
191725
ISHARES TR
NATIONAL MUN ETF
464288414
6049
55170
SH
SOLE
0
0
55170
ISHARES TR
RUSSELL 2000 ETF
464287655
207
1009
SH
SOLE
0
0
1009
ISHARES TR
CORE S&P US GWT
464287671
8927
84490
SH
SOLE
0
0
84490
ISHARES TR
RUS MID CAP ETF
464287499
215
2750
SH
SOLE
0
0
2750
ISHARES TR
S&P 500 VAL ETF
464287408
790
5073
SH
SOLE
0
0
5073
ISHARES TR
S&P MC 400VL ETF
464287705
416
3793
SH
SOLE
0
0
3793
MICROSOFT CORP
COM
594918104
489
1586
SH
SOLE
0
0
1586
NORTHROP GRUMMAN CORP
COM
666807102
220
492
SH
SOLE
0
0
492
PROCTER AND GAMBLE CO
COM
742718109
830
5434
SH
SOLE
0
0
5434
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1537
28793
SH
SOLE
0
0
28793
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
8302
105232
SH
SOLE
0
0
105232
TESLA INC
COM
88160R101
228
212
SH
SOLE
0
0
212
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
731
3280
SH
SOLE
0
0
3280
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
21440
197843
SH
SOLE
0
0
197843
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
644
2595
SH
SOLE
0
0
2595
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
24665
108335
SH
SOLE
0
0
108335
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
8071
101468
SH
SOLE
0
0
101468
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
818
3475
SH
SOLE
0
0
3475
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
3220
20248
SH
SOLE
0
0
20248