Strategic Point Investment Advisors

Strategic Point Investment Advisors as of June 30, 2024

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 34 positions in its portfolio as reported in the June 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) 16.4 $91M 168k 544.22
Ishares Tr Core S&p500 Etf (IVV) 9.3 $52M 95k 547.23
Ishares Tr 3 7 Yr Treas Bd (IEI) 7.9 $44M 383k 115.47
Ishares Tr S&p 500 Val Etf (IVE) 7.5 $42M 232k 182.01
Ishares Tr Core S&p Ttl Stk (ITOT) 7.4 $41M 347k 118.78
Spdr Ser Tr Portfolio Short (SPSB) 5.2 $29M 987k 29.70
Ishares Tr Core Msci Eafe (IEFA) 5.2 $29M 398k 72.64
Ishares Gold Tr Ishares New (IAU) 4.9 $27M 621k 43.93
Select Sector Spdr Tr Technology (XLK) 4.8 $27M 117k 226.23
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.4 $25M 263k 93.65
Ishares Tr Rus 1000 Grw Etf (IWF) 4.1 $23M 62k 364.51
Ishares Tr Short Treas Bd (SHV) 3.5 $19M 176k 110.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.2 $18M 104k 170.76
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.9 $16M 237k 68.53
Vanguard World Health Car Etf (VHT) 2.7 $15M 56k 266.00
Select Sector Spdr Tr Indl (XLI) 2.5 $14M 115k 121.87
Ishares Tr Core Msci Total (IXUS) 2.4 $14M 200k 67.56
Ishares Tr Msci Kld400 Soc (DSI) 1.2 $6.7M 64k 103.85
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $6.4M 24k 267.51
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $5.1M 89k 57.99
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $3.3M 39k 83.96
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.9M 77k 24.49
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $1.8M 47k 37.79
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.6M 14k 119.32
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.6M 16k 96.62
Apple (AAPL) 0.3 $1.5M 7.3k 210.62
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $526k 9.2k 57.27
Microsoft Corporation (MSFT) 0.1 $441k 986.00 446.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $312k 3.4k 92.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $281k 586.00 479.11
Ishares Tr Tips Bd Etf (TIP) 0.0 $248k 2.3k 106.78
Eli Lilly & Co. (LLY) 0.0 $234k 258.00 905.38
ConocoPhillips (COP) 0.0 $233k 2.0k 114.38
Coca-Cola Company (KO) 0.0 $215k 3.4k 63.65