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 X0202 13F-HR LIVE false false false 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 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 66538H534 3159542 101073 SH SOLE 0 0 101073 ISHARES TR CORE S&P500 ETF 464287200 13839173 32227 SH SOLE 0 0 32227 ISHARES TR CORE S&P MCP ETF 464287507 293236 1176 SH SOLE 0 0 1176 ISHARES TR CORE S&P TTL STK 464287150 6698231 71114 SH SOLE 0 0 71114 ISHARES TR CORE US AGGBD ET 464287226 36405515 387128 SH SOLE 0 0 387128 ISHARES TR RUS TOP 200 ETF 464289446 24310218 235177 SH SOLE 0 0 235177 ISHARES TR RUS TP200 GR ETF 464289438 2381439 15481 SH SOLE 0 0 15481 ISHARES TR RUS TP200 VL ETF 464289420 9458440 144691 SH SOLE 0 0 144691 ISHARES TR S&P 500 GRWT ETF 464287309 23166141 338587 SH SOLE 0 0 338587 ISHARES TR ISHS 1-5YR INVS 464288646 8579155 172168 SH SOLE 0 0 172168 ISHARES TR 1 3 YR TREAS BD 464287457 4370955 53982 SH SOLE 0 0 53982 ISHARES TR IBOXX HI YD ETF 464288513 5768697 78251 SH SOLE 0 0 78251 ISHARES TR NATIONAL MUN ETF 464288414 4463232 43527 SH SOLE 0 0 43527 ISHARES TR RUSSELL 2000 ETF 464287655 440727 2494 SH SOLE 0 0 2494 ISHARES TR RUS 2000 VAL ETF 464287630 6574330 48501 SH SOLE 0 0 48501 ISHARES TR RUSSELL 3000 ETF 464287689 36894074 150551 SH SOLE 0 0 150551 ISHARES TR RUS MID CAP ETF 464287499 1067776 15419 SH SOLE 0 0 15419 ISHARES TR RUS MD CP GR ETF 464287481 13150251 143955 SH SOLE 0 0 143955 ISHARES TR S&P 500 VAL ETF 464287408 1317009 8561 SH SOLE 0 0 8561 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2536951 50892 SH SOLE 0 0 50892 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3504581 38168 SH SOLE 0 0 38168 SPDR S&P 500 ETF TR TR UNIT 78462F103 45229911 105806 SH SOLE 0 0 105806 TIMOTHY PLAN HIG DV STK ETF 887432326 2121851 69312 SH SOLE 0 0 69312 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 243474 620 SH SOLE 0 0 620 VANGUARD INDEX FDS TOTAL STK MKT 922908769 579879 2730 SH SOLE 0 0 2730 VANGUARD INDEX FDS VALUE ETF 922908744 274070 1987 SH SOLE 0 0 1987 VANGUARD WORLD FD MEGA GRWTH IND 921910816 327923 1445 SH SOLE 0 0 1445 VANGUARD WORLD FD MEGA CAP INDEX 921910873 2521816 16605 SH SOLE 0 0 16605