Strategic Point Investment Advisors

Strategic Point Investment Advisors as of Dec. 31, 2025

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 37 positions in its portfolio as reported in the December 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) 14.5 $105M 153k 681.92
Ishares Tr 3 7 Yr Treas Bd (IEI) 10.1 $73M 615k 119.35
Ishares Tr Core S&p500 Etf (IVV) 10.0 $72M 105k 684.94
Ishares Tr Core S&p Ttl Stk (ITOT) 7.3 $53M 355k 148.69
Ishares Tr S&p 500 Val Etf (IVE) 7.1 $51M 242k 212.07
Ishares Tr Rus 1000 Grw Etf (IWF) 6.4 $46M 98k 473.30
Ishares Gold Tr Ishares New (IAU) 6.0 $43M 533k 81.17
Spdr Series Trust State Street Spd (SPSB) 4.7 $34M 1.1M 30.20
Select Sector Spdr Tr State Street Tec (XLK) 4.6 $33M 231k 143.97
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.5 $25M 429k 58.73
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.1 $23M 252k 90.00
Ishares Tr Trust Ishare 0-1 (SHV) 3.0 $22M 199k 110.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $21M 107k 198.62
Ishares Tr Core Msci Eafe (IEFA) 2.8 $20M 227k 89.46
Ishares Tr Core Msci Total (IXUS) 2.5 $18M 212k 84.64
Select Sector Spdr Tr State Street Ind (XLI) 2.4 $18M 113k 155.12
Fidelity Covington Trust Msci Finls Idx (FNCL) 2.3 $17M 217k 77.74
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.1 $15M 157k 96.16
Ishares Tr Esg Msci Kld 400 (DSI) 1.0 $7.5M 59k 128.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $7.0M 21k 335.27
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $4.0M 43k 94.16
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $2.9M 24k 120.96
Apple (AAPL) 0.3 $2.2M 7.9k 271.86
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $2.0M 45k 45.05
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.9M 77k 25.24
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.9M 13k 148.98
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $980k 14k 71.62
Microsoft Corporation (MSFT) 0.1 $465k 961.00 483.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $393k 639.00 614.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $350k 2.8k 123.26
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $299k 1.3k 224.67
Eli Lilly & Co. (LLY) 0.0 $277k 258.00 1074.68
Ishares Tr Tips Bd Etf (TIP) 0.0 $255k 2.3k 109.91
Vanguard World Inf Tech Etf (VGT) 0.0 $223k 296.00 753.78
Johnson & Johnson (JNJ) 0.0 $223k 1.1k 206.95
Coca-Cola Company (KO) 0.0 $211k 3.0k 69.91
IDEXX Laboratories (IDXX) 0.0 $203k 300.00 676.53