Strategic Point Investment Advisors

Strategic Point Investment Advisors as of June 30, 2025

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 34 positions in its portfolio as reported in the June 2025 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) 15.1 $98M 159k 617.85
Ishares Tr 3 7 Yr Treas Bd (IEI) 10.7 $70M 585k 119.09
Ishares Tr Core S&p500 Etf (IVV) 9.4 $61M 98k 620.90
Ishares Tr Core S&p Ttl Stk (ITOT) 7.2 $47M 345k 135.04
Ishares Tr S&p 500 Val Etf (IVE) 7.1 $46M 234k 195.42
Ishares Tr Rus 1000 Grw Etf (IWF) 6.2 $40M 95k 424.58
Ishares Gold Tr Ishares New (IAU) 5.1 $33M 527k 62.36
Spdr Series Trust Portfolio Short (SPSB) 4.9 $32M 1.1M 30.19
Select Sector Spdr Tr Technology (XLK) 4.5 $29M 114k 253.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.6 $24M 402k 58.78
Ishares Tr Short Treas Bd (SHV) 3.2 $21M 187k 110.42
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.0 $20M 244k 80.11
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $19M 103k 182.82
Ishares Tr Core Msci Eafe (IEFA) 2.9 $19M 225k 83.48
Select Sector Spdr Tr Indl (XLI) 2.5 $16M 111k 147.52
Ishares Tr Core Msci Total (IXUS) 2.4 $16M 204k 77.31
Fidelity Covington Trust Msci Finls Idx (FNCL) 2.4 $15M 206k 74.04
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.2 $14M 150k 95.77
Ishares Tr Esg Msci Kld 400 (DSI) 1.1 $6.9M 60k 116.16
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $6.5M 21k 303.92
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $3.9M 42k 93.87
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $2.6M 24k 109.64
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $1.9M 45k 41.91
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.9M 75k 25.17
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.7M 13k 135.30
Apple (AAPL) 0.3 $1.6M 8.0k 205.17
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $894k 14k 65.50
Microsoft Corporation (MSFT) 0.1 $498k 1.0k 497.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $328k 595.00 551.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $317k 2.9k 110.10
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $292k 1.5k 197.22
Ishares Tr Tips Bd Etf (TIP) 0.0 $255k 2.3k 110.04
Coca-Cola Company (KO) 0.0 $239k 3.4k 70.75
Eli Lilly & Co. (LLY) 0.0 $201k 258.00 779.53