Strategic Point Investment Advisors

Strategic Point Investment Advisors as of June 30, 2026

Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.6 $112M 150k 746.77
Ishares Tr Core S&p500 Etf (IVV) 10.8 $83M 111k 748.89
Ishares Tr 3 7 Yr Treas Bd (IEI) 10.2 $78M 667k 117.45
Ishares Tr Core S&p Ttl Stk (ITOT) 7.7 $59M 359k 164.27
Ishares Tr S&p 500 Val Etf (IVE) 7.4 $57M 250k 227.06
Ishares Tr Rus 1000 Grw Etf (IWF) 6.5 $50M 401k 124.17
Select Sector Spdr Tr St Str Techn Etf (XLK) 5.8 $45M 234k 190.52
Ishares Gold Tr Ishares New (IAU) 5.5 $42M 555k 75.51
Spdr Series Trust St Shor Corp Etf (SPSB) 4.9 $37M 1.2M 30.01
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.3 $25M 431k 58.20
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.2 $25M 254k 98.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $23M 106k 219.43
Ishares Tr Core Msci Eafe (IEFA) 3.0 $23M 236k 96.58
Select Sector Spdr Tr St Str Indl Etf (XLI) 2.8 $21M 115k 185.23
Ishares Tr Core Msci Total (IXUS) 2.7 $21M 216k 95.44
Fidelity Covington Trust Msci Finls Idx (FNCL) 2.2 $17M 224k 76.56
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.9 $15M 155k 94.57
Ishares Tr Esg Msci Kld Etf (DSI) 1.1 $8.1M 57k 142.39
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $7.4M 20k 370.04
Ishares Tr Msci Usa Min Etf (USMV) 0.5 $3.8M 40k 96.46
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $3.2M 24k 132.24
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $2.2M 45k 49.99
Apple (AAPL) 0.3 $2.1M 7.4k 289.34
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.0M 12k 163.67
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $1.9M 76k 24.99
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.1M 14k 82.34
Vanguard World Inf Tech Etf (VGT) 0.1 $532k 4.5k 119.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $478k 649.00 736.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $425k 3.1k 137.53
Microsoft Corporation (MSFT) 0.0 $356k 954.00 372.82
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $340k 1.2k 285.58
Eli Lilly & Co. (LLY) 0.0 $316k 263.00 1199.43
Johnson & Johnson (JNJ) 0.0 $273k 1.1k 253.97
Caterpillar (CAT) 0.0 $271k 254.00 1064.90
Ishares Tr Tips Bd Etf (TIP) 0.0 $254k 2.3k 109.43
Coca-Cola Company (KO) 0.0 $245k 3.0k 81.27