0001843578-23-000005.txt : 20231107
0001843578-23-000005.hdr.sgml : 20231107
20231107153836
ACCESSION NUMBER: 0001843578-23-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231107
DATE AS OF CHANGE: 20231107
EFFECTIVENESS DATE: 20231107
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: 231383423
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
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0001843578
XXXXXXXX
09-30-2023
09-30-2023
Strategic Equity Management
7367 E. TANQUE VERDE ROAD
TUCSON
AZ
85715
13F HOLDINGS REPORT
028-20656
000112142
801-55690
N
Shannon Chandler
Assistant
1-800-408-2423
Shannon Chandler
Silver City
NM
11-07-2023
0
39
265404556
false
INFORMATION TABLE
2
xmlsem13f2023Q3.xml
APPLE INC
COM
037833100
1393136
8137
SH
SOLE
0
0
8137
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
239956
685
SH
SOLE
0
0
685
CATERPILLAR INC
COM
149123101
407043
1491
SH
SOLE
0
0
1491
CSX CORP
COM
126408103
373336
12141
SH
SOLE
0
0
12141
DOMINION ENERGY INC
COM
25746U109
804819
18017
SH
SOLE
0
0
18017
DUKE ENERGY CORP NEW
COM NEW
26441C204
225673
2557
SH
SOLE
0
0
2557
EXXON MOBIL CORP
COM
30231G102
235630
2004
SH
SOLE
0
0
2004
HUNTINGTON BANCSHARES INC
COM
446150104
263432
25330
SH
SOLE
0
0
25330
MICROSOFT CORP
COM
594918104
525408
1664
SH
SOLE
0
0
1664
PROCTER AND GAMBLE CO
COM
742718109
786331
5391
SH
SOLE
0
0
5391
UNITED PARCEL SERVICE INC
CL B
911312106
471195
3023
SH
SOLE
0
0
3023
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
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3159542
101073
SH
SOLE
0
0
101073
ISHARES TR
CORE S&P500 ETF
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32227
SH
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32227
ISHARES TR
CORE S&P MCP ETF
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293236
1176
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SOLE
0
0
1176
ISHARES TR
CORE S&P TTL STK
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71114
SH
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71114
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CORE US AGGBD ET
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36405515
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RUS TOP 200 ETF
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235177
SH
SOLE
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235177
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RUS TP200 GR ETF
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SOLE
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15481
ISHARES TR
RUS TP200 VL ETF
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ISHARES TR
S&P 500 GRWT ETF
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23166141
338587
SH
SOLE
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338587
ISHARES TR
ISHS 1-5YR INVS
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8579155
172168
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ISHARES TR
1 3 YR TREAS BD
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53982
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IBOXX HI YD ETF
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NATIONAL MUN ETF
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RUSSELL 2000 ETF
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2494
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RUS MD CP GR ETF
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S&P 500 VAL ETF
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SCHWAB STRATEGIC TR
US BRD MKT ETF
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2536951
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SH
SOLE
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50892
SPDR SER TR
BLOOMBERG 1-3 MO
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3504581
38168
SH
SOLE
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
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SH
SOLE
0
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TIMOTHY PLAN
HIG DV STK ETF
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SOLE
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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SH
SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
922908769
579879
2730
SH
SOLE
0
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2730
VANGUARD INDEX FDS
VALUE ETF
922908744
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SH
SOLE
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VANGUARD WORLD FD
MEGA GRWTH IND
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SH
SOLE
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VANGUARD WORLD FD
MEGA CAP INDEX
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SOLE
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0
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