0001843578-23-000003.txt : 20230425 0001843578-23-000003.hdr.sgml : 20230425 20230425165025 ACCESSION NUMBER: 0001843578-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230425 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: 23845572 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 03-31-2023 03-31-2023 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 04-25-2023 0 42 281046503 false INFORMATION TABLE 2 xmlsem13f2023Q1.xml APPLE INC COM 037833100 1406267 8528 SH SOLE 0 0 8528 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 208420 675 SH SOLE 0 0 675 CATERPILLAR INC COM 149123101 337768 1476 SH SOLE 0 0 1476 CSX CORP COM 126408103 363502 12141 SH SOLE 0 0 12141 DOMINION ENERGY INC COM 25746U109 1059383 18948 SH SOLE 0 0 18948 DUKE ENERGY CORP NEW COM NEW 26441C204 246665 2557 SH SOLE 0 0 2557 ELEVANCE HEALTH INC COM 036752103 203236 442 SH SOLE 0 0 442 EXXON MOBIL CORP COM 30231G102 219649 2003 SH SOLE 0 0 2003 HUNTINGTON BANCSHARES INC COM 446150104 283517 25314 SH SOLE 0 0 25314 MICROSOFT CORP COM 594918104 458974 1592 SH SOLE 0 0 1592 PROCTER AND GAMBLE CO COM 742718109 801588 5391 SH SOLE 0 0 5391 UNITED PARCEL SERVICE INC CL B 911312106 581970 3000 SH SOLE 0 0 3000 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 2626511 83567 SH SOLE 0 0 83567 ISHARES TR CORE S&P500 ETF 464287200 1011452 2460 SH SOLE 0 0 2460 ISHARES TR CORE US AGGBD ET 464287226 38224618 383627 SH SOLE 0 0 383627 ISHARES TR CORE HIGH DV ETF 46429B663 7947253 78175 SH SOLE 0 0 78175 ISHARES TR RUS TOP 200 ETF 464289446 25424839 261277 SH SOLE 0 0 261277 ISHARES TR RUS TP200 GR ETF 464289438 1372672 9880 SH SOLE 0 0 9880 ISHARES TR RUS TP200 VL ETF 464289420 8593291 132001 SH SOLE 0 0 132001 ISHARES TR S&P 500 GRWT ETF 464287309 639315 10007 SH SOLE 0 0 10007 ISHARES TR ISHS 1-5YR INVS 464288646 8666201 171472 SH SOLE 0 0 171472 ISHARES TR 1 3 YR TREAS BD 464287457 19221361 233950 SH SOLE 0 0 233950 ISHARES TR IBOXX HI YD ETF 464288513 5917452 78325 SH SOLE 0 0 78325 ISHARES TR NATIONAL MUN ETF 464288414 4656137 43216 SH SOLE 0 0 43216 ISHARES TR RUSSELL 2000 ETF 464287655 14658898 82169 SH SOLE 0 0 82169 ISHARES TR RUSSELL 3000 ETF 464287689 29560942 125572 SH SOLE 0 0 125572 ISHARES TR RUS MID CAP ETF 464287499 22963454 328425 SH SOLE 0 0 328425 ISHARES TR RUS MD CP GR ETF 464287481 8530087 93686 SH SOLE 0 0 93686 ISHARES TR RUS MDCP VAL ETF 464287473 8048637 75788 SH SOLE 0 0 75788 ISHARES TR S&P 500 VAL ETF 464287408 1306923 8612 SH SOLE 0 0 8612 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2606667 54476 SH SOLE 0 0 54476 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 6968093 86388 SH SOLE 0 0 86388 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3345977 36441 SH SOLE 0 0 36441 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 8085002 24307 SH SOLE 0 0 24307 SPDR S&P 500 ETF TR TR UNIT 78462F103 29097665 71076 SH SOLE 0 0 71076 TIMOTHY PLAN HIG DV STK ETF 887432326 1640891 52551 SH SOLE 0 0 52551 TIMOTHY PLAN US LRGMD CP CORE 887432359 1564251 45412 SH SOLE 0 0 45412 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 8490654 139305 SH SOLE 0 0 139305 VANGUARD INDEX FDS TOTAL STK MKT 922908769 522088 2558 SH SOLE 0 0 2558 VANGUARD INDEX FDS VALUE ETF 922908744 391058 2831 SH SOLE 0 0 2831 VANGUARD WORLD FD MEGA GRWTH IND 921910816 324148 1585 SH SOLE 0 0 1585 VANGUARD WORLD FD MEGA CAP INDEX 921910873 2469027 17249 SH SOLE 0 0 17249