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, ITOT, USMV, IVV, QUAL, and represent 50.75% of Strategic Point Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: XLF (+$9.1M), IVE, NULV, DSI, AAXJ, AAPL, JNJ, AGG, IWF, ESGE.
  • Started 2 new stock positions in JNJ, AAPL.
  • Reduced shares in these 10 stocks: USMV, IVV, SPY, XLK, IEF, VTI, QUAL, VHT, ITOT, IUSG.
  • Strategic Point Investment Advisors was a net buyer of stock by $4.9M.
  • Strategic Point Investment Advisors has $378M in assets under management (AUM), dropping by 4.67%.
  • Central Index Key (CIK): 0001295044

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Portfolio Holdings for Strategic Point Investment Advisors

Companies in the Strategic Point Investment Advisors portfolio as of the March 2021 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) 20.2 $76M 193k 396.33
Ishares Tr Core S&p Ttl Stk (ITOT) 7.9 $30M 328k 91.60
Ishares Tr Msci Usa Min Vol (USMV) 7.8 $30M -14% 428k 69.19
Ishares Tr Core S&p500 Etf (IVV) 7.8 $30M -3% 74k 397.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.9 $26M 215k 121.78
Ishares Gold Tr Ishares 6.7 $25M 1.6M 16.26
Select Sector Spdr Tr Sbi Int-finl (XLF) 5.4 $20M +81% 595k 34.05
Ishares Tr S&p 500 Val Etf (IVE) 5.3 $20M +8% 143k 141.24
Ishares Tr Rus 1000 Grw Etf (IWF) 5.2 $20M 81k 243.05
Ishares Tr Core Us Aggbd Et (AGG) 4.9 $18M 162k 113.83
Ishares Tr Msci Ac Asia Etf (AAXJ) 4.7 $18M 190k 92.66
Select Sector Spdr Tr Technology (XLK) 3.8 $14M 107k 132.81
Vanguard World Fds Health Car Etf (VHT) 3.5 $13M 57k 228.74
Select Sector Spdr Tr Sbi Int-inds (XLI) 2.9 $11M 113k 98.45

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Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $11M 54k 206.68
Listed Fd Tr Core Alt Fd (CCOR) 1.2 $4.7M 162k 28.99
Ishares Tr Msci Kld400 Soc (DSI) 1.1 $4.0M +14% 52k 76.35
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.6 $2.1M +41% 59k 36.20
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $2.0M 22k 90.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $811k 13k 65.08
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $489k +12% 6.6k 73.81
Ishares Esg Awr Msci Em (ESGE) 0.1 $463k +20% 11k 43.31
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $239k 9.2k 26.02
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $172k -49% 1.5k 112.79
Apple (AAPL) 0.0 $128k NEW 1.0k 122.61
Johnson & Johnson (JNJ) 0.0 $127k NEW 774.00 164.08

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