Strategic Point Investment Advisors

Latest statistics and disclosures from Strategic Point Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, IVV, IEI, IVE, ITOT, and represent 47.56% of Strategic Point Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VGSH (+$18M), IEI, IVV, SPSB, IEF, SHV, IVE, IEFA, VYMI, ITOT.
  • Reduced shares in these 9 stocks: IAU, SPY, VTI, XLK, XLI, DSI, ESGU, VHT, SUSB.
  • Strategic Point Investment Advisors was a net buyer of stock by $17M.
  • Strategic Point Investment Advisors has $606M in assets under management (AUM), dropping by 8.58%.
  • Central Index Key (CIK): 0001295044

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Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 34 positions in its portfolio as reported in the September 2024 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) 15.7 $96M 166k 573.76
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Ishares Tr Core S&p500 Etf (IVV) 9.2 $56M 97k 576.82
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Ishares Tr 3 7 Yr Treas Bd (IEI) 7.8 $48M +3% 397k 119.61
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Ishares Tr S&p 500 Val Etf (IVE) 7.6 $46M 232k 197.17
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Ishares Tr Core S&p Ttl Stk (ITOT) 7.2 $44M 348k 125.62
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Ishares Tr Core Msci Eafe (IEFA) 5.2 $31M 400k 78.05
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Spdr Ser Tr Portfolio Short (SPSB) 5.0 $30M 1.0M 30.28
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Ishares Gold Tr Ishares New (IAU) 4.5 $27M -12% 543k 49.70
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Select Sector Spdr Tr Technology (XLK) 4.4 $26M 117k 225.76
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.3 $26M 267k 98.12
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Ishares Tr Rus 1000 Grw Etf (IWF) 3.9 $23M 62k 375.38
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.7 $23M +335% 385k 59.02
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Ishares Tr Short Treas Bd (SHV) 3.3 $20M 179k 110.63
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Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $19M 104k 179.30
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Vanguard Whitehall Fds Intl High Etf (VYMI) 2.9 $18M 239k 73.42
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Vanguard World Health Car Etf (VHT) 2.6 $16M 56k 282.20
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Select Sector Spdr Tr Indl (XLI) 2.6 $16M 115k 135.44
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Ishares Tr Core Msci Total (IXUS) 2.4 $15M 201k 72.63
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Ishares Tr Msci Kld400 Soc (DSI) 1.2 $7.0M 64k 108.79
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $6.6M 23k 283.16
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Ishares Tr Msci Usa Min Vol (USMV) 0.6 $3.6M +2% 40k 91.31
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $2.0M 47k 41.72
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.9M 77k 25.16
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.7M 14k 126.18
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Apple (AAPL) 0.3 $1.7M 7.3k 233.00
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Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.6M 16k 101.65
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $565k 9.2k 61.51
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Microsoft Corporation (MSFT) 0.1 $424k 986.00 430.30
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $323k 3.4k 95.75
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $299k +4% 612.00 488.07
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Ishares Tr Tips Bd Etf (TIP) 0.0 $256k 2.3k 110.47
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Coca-Cola Company (KO) 0.0 $243k 3.4k 71.86
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Eli Lilly & Co. (LLY) 0.0 $229k 258.00 885.94
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ConocoPhillips (COP) 0.0 $215k 2.0k 105.28
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Past Filings by Strategic Point Investment Advisors

SEC 13F filings are viewable for Strategic Point Investment Advisors going back to 2011

View all past filings