Strategic Point Investment Advisors

Strategic Point Investment Advisors as of June 30, 2023

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 34 positions in its portfolio as reported in the June 2023 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) 15.8 $77M 174k 443.28
Ishares Tr S&p 500 Val Etf (IVE) 9.8 $48M 298k 161.19
Ishares Tr Core S&p500 Etf (IVV) 8.3 $41M 91k 445.71
Ishares Tr Core S&p Ttl Stk (ITOT) 6.2 $31M 311k 97.84
Ishares Tr 3 7 Yr Treas Bd (IEI) 5.3 $26M 226k 115.26
Ishares Tr Core Msci Eafe (IEFA) 5.3 $26M 382k 67.50
Listed Fd Tr Core Alt Fd (CCOR) 5.3 $26M 919k 27.93
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.9 $24M 249k 96.60
Ishares Gold Tr Ishares New (IAU) 4.7 $23M 624k 36.39
Ishares Tr Short Treas Bd (SHV) 3.8 $18M 167k 110.45
Select Sector Spdr Tr Technology (XLK) 3.7 $18M 104k 173.86
Spdr Ser Tr Portfolio Short (SPSB) 3.0 $15M 498k 29.44
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.0 $15M 231k 63.20
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 2.9 $14M 387k 37.08
Vanguard World Fds Health Car Etf (VHT) 2.8 $14M 56k 244.82
Select Sector Spdr Tr Sbi Int-inds (XLI) 2.5 $12M 116k 107.32
Ishares Tr Core Msci Total (IXUS) 2.5 $12M 193k 62.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $8.6M 64k 134.87
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $7.2M 26k 275.17
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $5.7M 26k 220.28
Ishares Tr Msci Kld400 Soc (DSI) 1.1 $5.3M 63k 84.17
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $5.1M 89k 57.73
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $5.1M 54k 95.09
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.7 $3.6M 103k 34.65
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $3.0M 41k 74.33
Apple (AAPL) 0.3 $1.6M 8.4k 193.97
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.3M 52k 23.91
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $888k 11k 78.35
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $440k 8.3k 53.11
Microsoft Corporation (MSFT) 0.1 $302k 888.00 340.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $291k 4.1k 70.48
Ishares Tr Tips Bd Etf (TIP) 0.1 $250k 2.3k 107.62
ConocoPhillips (COP) 0.0 $211k 2.0k 103.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $208k 562.00 369.42