Strategic Point Investment Advisors

Strategic Point Investment Advisors as of Sept. 30, 2023

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 34 positions in its portfolio as reported in the September 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 $74M 174k 427.48
Ishares Tr S&p 500 Val Etf (IVE) 9.9 $46M 300k 153.84
Ishares Tr Core S&p500 Etf (IVV) 8.6 $40M 94k 429.43
Ishares Tr Core S&p Ttl Stk (ITOT) 6.3 $30M 315k 94.19
Ishares Tr 3 7 Yr Treas Bd (IEI) 5.6 $26M 232k 113.16
Ishares Tr Core Msci Eafe (IEFA) 5.3 $25M 388k 64.35
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.0 $23M 254k 91.59
Ishares Gold Tr Ishares New (IAU) 4.7 $22M 631k 34.99
Ishares Tr Short Treas Bd (SHV) 4.0 $19M 170k 110.47
Listed Fd Tr Core Alt Fd (CCOR) 3.9 $18M 661k 27.60
Select Sector Spdr Tr Technology (XLK) 3.6 $17M 104k 163.93
Spdr Ser Tr Portfolio Short (SPSB) 3.2 $15M 507k 29.32
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.1 $15M 234k 61.89
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 3.0 $14M 395k 35.07
Vanguard World Fds Health Car Etf (VHT) 2.8 $13M 57k 235.10
Select Sector Spdr Tr Indl (XLI) 2.5 $12M 116k 101.38
Ishares Tr Core Msci Total (IXUS) 2.5 $12M 197k 59.99
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $8.6M 65k 131.79
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $6.9M 26k 265.99
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $5.5M 26k 212.41
Ishares Tr Msci Kld400 Soc (DSI) 1.1 $5.3M 65k 81.41
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $5.1M 89k 57.60
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $4.8M 54k 89.22
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.9M 41k 72.38
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $1.6M 46k 33.59
Apple (AAPL) 0.3 $1.3M 7.8k 171.21
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.3M 53k 23.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.2M 13k 93.91
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $1.2M 16k 75.22
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $440k 8.7k 50.44
Microsoft Corporation (MSFT) 0.1 $337k 1.1k 315.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $264k 3.9k 68.42
ConocoPhillips (COP) 0.1 $244k 2.0k 119.80
Ishares Tr Tips Bd Etf (TIP) 0.1 $241k 2.3k 103.72