Strategic Point Investment Advisors

Strategic Point Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 34 positions in its portfolio as reported in the December 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) 15.6 $96M 163k 586.08
Ishares Tr 3 7 Yr Treas Bd (IEI) 11.0 $68M 584k 115.55
Ishares Tr Core S&p500 Etf (IVV) 9.5 $58M 99k 588.68
Ishares Tr S&p 500 Val Etf (IVE) 7.3 $45M 235k 190.88
Ishares Tr Core S&p Ttl Stk (ITOT) 7.3 $45M 348k 128.62
Ishares Tr Rus 1000 Grw Etf (IWF) 6.2 $38M 95k 401.58
Spdr Ser Tr Portfolio Short (SPSB) 5.0 $31M 1.0M 29.86
Select Sector Spdr Tr Technology (XLK) 4.4 $27M 117k 232.52
Ishares Gold Tr Ishares New (IAU) 4.4 $27M 545k 49.51
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.7 $23M 390k 58.18
Ishares Tr Short Treas Bd (SHV) 3.3 $20M 183k 110.11
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $18M 103k 178.08
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.7 $17M 244k 67.88
Ishares Tr Core Msci Eafe (IEFA) 2.6 $16M 231k 70.28
Select Sector Spdr Tr Indl (XLI) 2.4 $15M 114k 131.76
Fidelity Covington Trust Msci Finls Idx (FNCL) 2.3 $14M 205k 68.68
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.2 $14M 148k 92.45
Ishares Tr Core Msci Total (IXUS) 2.2 $14M 205k 66.14
Ishares Tr Msci Kld400 Soc (DSI) 1.2 $7.1M 64k 110.25
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $6.5M 22k 289.81
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $3.5M 39k 88.79
Apple (AAPL) 0.3 $2.1M 8.3k 250.42
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.9M 79k 24.70
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $1.9M 48k 39.37
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.8M 14k 128.82
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.7M 17k 104.89
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $543k 9.6k 56.70
Microsoft Corporation (MSFT) 0.1 $416k 986.00 421.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $308k 603.00 511.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $292k 2.9k 101.53
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $280k 1.5k 184.88
Ishares Tr Tips Bd Etf (TIP) 0.0 $247k 2.3k 106.55
Coca-Cola Company (KO) 0.0 $210k 3.4k 62.26
ConocoPhillips (COP) 0.0 $202k 2.0k 99.17