Strategic Point Investment Advisors

Strategic Point Investment Advisors as of Dec. 31, 2022

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.4 $68M 178k 382.43
Ishares Tr S&p 500 Val Etf (IVE) 10.6 $44M 304k 145.07
Ishares Tr Core S&p500 Etf (IVV) 8.4 $35M 91k 384.21
Ishares Tr Core S&p Ttl Stk (ITOT) 6.8 $28M 334k 84.80
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.7 $24M 249k 95.78
Ishares Gold Tr Ishares New (IAU) 5.3 $22M 635k 34.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.0 $21M 181k 113.96
Listed Fd Tr Core Alt Fd (CCOR) 4.6 $19M 612k 31.58
Ishares Tr Short Treas Bd (SHV) 4.3 $18M 162k 109.92
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 3.7 $15M 387k 39.58
Vanguard World Fds Health Car Etf (VHT) 3.4 $14M 57k 248.05
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.3 $14M 232k 59.57
Select Sector Spdr Tr Technology (XLK) 3.2 $13M 106k 124.44
Ishares Tr Msci Usa Min Vol (USMV) 3.0 $13M 174k 72.10
Select Sector Spdr Tr Sbi Int-inds (XLI) 2.8 $12M 118k 98.21
Ishares Tr Rus 1000 Grw Etf (IWF) 2.4 $10M 47k 214.24
Spdr Ser Tr Portfolio Short (SPSB) 2.3 $9.5M 324k 29.38
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $9.3M 49k 191.19
Ishares Tr Core Msci Eafe (IEFA) 1.7 $7.0M 113k 61.64
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $5.0M 55k 91.30
Ishares Tr Msci Kld400 Soc (DSI) 1.1 $4.6M 64k 71.79
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.8 $3.5M 101k 34.24
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $2.8M 49k 57.81
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.1M 46k 23.77
Apple (AAPL) 0.2 $1.0M 7.8k 129.97
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $731k 11k 65.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $613k 11k 58.55
Ishares Tr Tips Bd Etf (TIP) 0.1 $348k 3.3k 106.42
ConocoPhillips (COP) 0.1 $236k 2.0k 118.00
Coca-Cola Company (KO) 0.1 $211k 3.3k 63.75