Strategic Investment Management
Latest statistics and disclosures from Strategic Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, BBCA, IEMG, IEFA, GSG, and represent 73.47% of Strategic Investment Management's stock portfolio.
- Added to shares of these 2 stocks: BBCA (+$12M), IEFA.
- Reduced shares in these 4 stocks: IWV (-$5.7M), IEMG, IWM, EMXC.
- Sold out of its position in EMXC.
- Strategic Investment Management was a net buyer of stock by $7.9M.
- Strategic Investment Management has $197M in assets under management (AUM), dropping by 6.73%.
- Central Index Key (CIK): 0000846633
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Portfolio Holdings for Strategic Investment Management
Strategic Investment Management holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core U.s. Aggregate Etf (AGG) | 17.4 | $34M | 345k | 99.88 |
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| JPMorgan BetaBuilders Canada ETF Etf (BBCA) | 16.8 | $33M | +58% | 357k | 93.00 |
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| MSCI Emerging Markets ETF Etf (IEMG) | 15.1 | $30M | -7% | 444k | 67.22 |
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| Msci Eafe Etf Etf (IEFA) | 13.0 | $26M | +22% | 287k | 89.46 |
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| Ishares S&p Gsci Commodity I Etf (GSG) | 11.1 | $22M | 948k | 23.06 |
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| Ishares Russell 3000 Index Etf (IWV) | 9.4 | $19M | -23% | 48k | 386.85 |
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| Spdr Gold Trust Etf (GLD) | 7.9 | $16M | 39k | 396.31 |
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| Spdr Barclays Capital High Etf (JNK) | 3.9 | $7.8M | 80k | 97.21 |
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| TDTT US Equity Etf (TDTT) | 2.9 | $5.7M | 238k | 24.06 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 2.0 | $4.0M | 5.9k | 681.92 |
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| Ishares Edge Msci Usa Value Etf (VLUE) | 0.2 | $410k | 3.0k | 136.73 |
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| Ishares Russell 2000 Etf (IWM) | 0.1 | $263k | -68% | 1.1k | 246.16 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $90k | 132.00 | 684.94 |
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Past Filings by Strategic Investment Management
SEC 13F filings are viewable for Strategic Investment Management going back to 2011
- Strategic Investment Management 2025 Q4 filed Jan. 29, 2026
- Strategic Investment Management 2025 Q3 filed Oct. 30, 2025
- Strategic Investment Management 2025 Q2 filed July 30, 2025
- Strategic Investment Management 2025 Q1 filed April 30, 2025
- Strategic Investment Management 2024 Q4 filed Jan. 21, 2025
- Strategic Investment Management 2024 Q3 filed Oct. 24, 2024
- Strategic Investment Management 2024 Q2 filed July 22, 2024
- Strategic Investment Management 2024 Q1 filed April 29, 2024
- Strategic Investment Management 2023 Q4 filed Jan. 25, 2024
- Strategic Investment Management 2023 Q3 filed Oct. 30, 2023
- Strategic Investment Management 2023 Q2 filed July 21, 2023
- Strategic Investment Management 2023 Q1 filed April 26, 2023
- Strategic Investment Management 2022 Q4 filed Jan. 17, 2023
- Strategic Investment Management 2022 Q3 filed Oct. 6, 2022
- Strategic Investment Management 2022 Q2 filed July 28, 2022
- Strategic Investment Management 2022 Q1 filed July 6, 2022