0001843578-23-000004.txt : 20230718 0001843578-23-000004.hdr.sgml : 20230718 20230718162804 ACCESSION NUMBER: 0001843578-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230718 DATE AS OF CHANGE: 20230718 EFFECTIVENESS DATE: 20230718 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: 231094545 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 X0202 13F-HR LIVE false false false 0001843578 XXXXXXXX 06-30-2023 06-30-2023 Strategic Equity Management

7367 E. TANQUE VERDE ROAD TUCSON AZ 85715

13F HOLDINGS REPORT 028-20656 000112142 801-55690 N Shannon Chandler 1-800-408-2423 Shannon Chandler Silver City NM 07-18-2023 0 38 292220120 false INFORMATION TABLE 2 xmlsem13f2023Q2.xml APPLE INC COM 037833100 1572709 8108 SH SOLE 0 0 8108 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 233585 685 SH SOLE 0 0 685 CATERPILLAR INC COM 149123101 365138 1484 SH SOLE 0 0 1484 CSX CORP COM 126408103 414008 12141 SH SOLE 0 0 12141 DOMINION ENERGY INC COM 25746U109 977174 18868 SH SOLE 0 0 18868 DUKE ENERGY CORP NEW COM NEW 26441C204 229457 2557 SH SOLE 0 0 2557 EXXON MOBIL CORP COM 30231G102 214822 2003 SH SOLE 0 0 2003 HUNTINGTON BANCSHARES INC COM 446150104 272971 25322 SH SOLE 0 0 25322 MICROSOFT CORP COM 594918104 542140 1592 SH SOLE 0 0 1592 PROCTER AND GAMBLE CO COM 742718109 818030 5391 SH SOLE 0 0 5391 UNITED PARCEL SERVICE INC CL B 911312106 541873 3023 SH SOLE 0 0 3023 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 2364657 71896 SH SOLE 0 0 71896 ISHARES TR CORE S&P500 ETF 464287200 2116830 4749 SH SOLE 0 0 4749 ISHARES TR CORE US AGGBD ET 464287226 37324698 381059 SH SOLE 0 0 381059 ISHARES TR CORE HIGH DV ETF 46429B663 8027449 79645 SH SOLE 0 0 79645 ISHARES TR RUS TOP 200 ETF 464289446 26075648 244520 SH SOLE 0 0 244520 ISHARES TR RUS TP200 GR ETF 464289438 1528825 9642 SH SOLE 0 0 9642 ISHARES TR RUS TP200 VL ETF 464289420 9052032 134223 SH SOLE 0 0 134223 ISHARES TR S&P 500 GRWT ETF 464287309 38953783 552693 SH SOLE 0 0 552693 ISHARES TR ISHS 1-5YR INVS 464288646 8542291 170267 SH SOLE 0 0 170267 ISHARES TR 1 3 YR TREAS BD 464287457 19224453 237105 SH SOLE 0 0 237105 ISHARES TR IBOXX HI YD ETF 464288513 5822009 77554 SH SOLE 0 0 77554 ISHARES TR NATIONAL MUN ETF 464288414 4585406 42963 SH SOLE 0 0 42963 ISHARES TR RUSSELL 2000 ETF 464287655 480667 2567 SH SOLE 0 0 2567 ISHARES TR RUSSELL 3000 ETF 464287689 32238586 126684 SH SOLE 0 0 126684 ISHARES TR RUS MID CAP ETF 464287499 19269525 263858 SH SOLE 0 0 263858 ISHARES TR RUS MD CP GR ETF 464287481 8891879 92020 SH SOLE 0 0 92020 ISHARES TR S&P 500 VAL ETF 464287408 1251456 7764 SH SOLE 0 0 7764 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2698623 52198 SH SOLE 0 0 52198 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3436037 37421 SH SOLE 0 0 37421 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 8377694 24364 SH SOLE 0 0 24364 SPDR S&P 500 ETF TR TR UNIT 78462F103 31607467 71304 SH SOLE 0 0 71304 TIMOTHY PLAN HIG DV STK ETF 887432326 1784348 56649 SH SOLE 0 0 56649 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 8470526 137286 SH SOLE 0 0 137286 VANGUARD INDEX FDS TOTAL STK MKT 922908769 589910 2678 SH SOLE 0 0 2678 VANGUARD INDEX FDS VALUE ETF 922908744 301822 2124 SH SOLE 0 0 2124 VANGUARD WORLD FD MEGA GRWTH IND 921910816 357035 1517 SH SOLE 0 0 1517 VANGUARD WORLD FD MEGA CAP INDEX 921910873 2664557 17030 SH SOLE 0 0 17030