Strategic Point Investment Advisors

Strategic Point Investment Advisors as of March 31, 2024

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 33 positions in its portfolio as reported in the March 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) 16.1 $89M 169k 523.07
Ishares Tr Core S&p500 Etf (IVV) 9.1 $50M 95k 525.73
Ishares Tr 3 7 Yr Treas Bd (IEI) 8.1 $45M 385k 115.81
Ishares Tr S&p 500 Val Etf (IVE) 7.9 $44M 234k 186.81
Ishares Tr Core S&p Ttl Stk (ITOT) 7.3 $40M 347k 115.30
Ishares Tr Core Msci Eafe (IEFA) 5.4 $30M 400k 74.22
Spdr Ser Tr Portfolio Short (SPSB) 5.3 $29M 988k 29.77
Ishares Gold Tr Ishares New (IAU) 4.8 $27M 630k 42.01
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.5 $25M 263k 94.66
Select Sector Spdr Tr Technology (XLK) 4.5 $25M 118k 208.27
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $21M 62k 337.05
Ishares Tr Short Treas Bd (SHV) 3.5 $20M 176k 110.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $17M 103k 164.35
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.0 $16M 238k 68.80
Vanguard World Health Car Etf (VHT) 2.8 $15M 56k 270.52
Select Sector Spdr Tr Indl (XLI) 2.7 $15M 116k 125.96
Ishares Tr Core Msci Total (IXUS) 2.5 $14M 200k 67.86
Ishares Tr Msci Kld400 Soc (DSI) 1.2 $6.5M 65k 100.81
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $6.5M 25k 259.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $5.2M 89k 58.07
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $3.3M 40k 83.58
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.9M 78k 24.48
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $1.8M 47k 38.86
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.6M 14k 114.96
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.5M 16k 93.19
Apple (AAPL) 0.2 $1.2M 7.1k 171.48
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $527k 9.2k 57.47
Microsoft Corporation (MSFT) 0.1 $387k 919.00 420.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $303k 3.6k 84.44
ConocoPhillips (COP) 0.0 $260k 2.0k 127.28
Ishares Tr Tips Bd Etf (TIP) 0.0 $249k 2.3k 107.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $229k 516.00 444.01
Coca-Cola Company (KO) 0.0 $203k 3.3k 61.18