Strategic Point Investment Advisors

Strategic Point Investment Advisors as of March 31, 2023

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 31 positions in its portfolio as reported in the March 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) 16.1 $72M 177k 409.39
Ishares Tr S&p 500 Val Etf (IVE) 10.3 $46M 304k 151.76
Ishares Tr Core S&p500 Etf (IVV) 8.4 $38M 92k 411.08
Ishares Tr Core S&p Ttl Stk (ITOT) 6.8 $30M 335k 90.55
Listed Fd Tr Core Alt Fd (CCOR) 6.1 $28M 922k 29.83
Ishares Tr Core Msci Eafe (IEFA) 5.7 $25M 381k 66.85
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.5 $25M 250k 99.12
Ishares Gold Tr Ishares New (IAU) 5.3 $24M 633k 37.37
Ishares Tr Short Treas Bd (SHV) 4.1 $18M 165k 110.50
Select Sector Spdr Tr Technology (XLK) 3.6 $16M 106k 151.01
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 3.3 $15M 390k 38.00
Spdr Ser Tr Portfolio Short (SPSB) 3.2 $15M 490k 29.63
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.2 $15M 233k 61.95
Vanguard World Fds Health Car Etf (VHT) 3.0 $14M 57k 238.46
Ishares Tr Msci Usa Min Vol (USMV) 2.8 $13M 173k 72.74
Select Sector Spdr Tr Sbi Int-inds (XLI) 2.6 $12M 118k 101.18
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $9.8M 48k 204.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $8.0M 65k 124.06
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $6.6M 27k 244.33
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $5.1M 55k 93.59
Ishares Tr Msci Kld400 Soc (DSI) 1.1 $5.1M 65k 77.99
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.8 $3.5M 103k 34.07
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $2.9M 49k 58.54
Apple (AAPL) 0.3 $1.3M 7.6k 164.90
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.3M 52k 24.06
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $809k 11k 71.71
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $266k 4.1k 64.14
Microsoft Corporation (MSFT) 0.1 $256k 888.00 288.30
Ishares Tr Tips Bd Etf (TIP) 0.1 $256k 2.3k 110.25
Coca-Cola Company (KO) 0.0 $205k 3.3k 62.03
ConocoPhillips (COP) 0.0 $202k 2.0k 99.21