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CIK: 0001760540
Total reported value
$1.7B
$1.7B
241 檔
13.4%
In Q1 2024, Strategic Investment Advisors / MI's U.S. equity holdings reached a combined market value of $1.7B, distributed across 241 disclosed stock positions.
During Q1 2024, Strategic Investment Advisors / MI's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.48% | +1.97% | +8.25% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.56% | +0.15% | +3.45% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.47% | -0.12% | +15.17% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.26% | +0.45% | +148.10% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.60% | +0.38% | -1.37% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.59% | -0.09% | +8.07% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.81% | +0.51% | +10.13% | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.59% | +0.03% | +4.30% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.16% | +7.73% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.85% | -0.48% | +4.60% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.85% | -0.05% | +5.83% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.80% | -0.06% | +22.12% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.74% | -0.82% | EXIT | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.74% | +0.08% | +12.97% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.60% | +0.54% | +13.22% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.46% | — | +3.50% | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.36% | -0.28% | +4.07% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.35% | -0.02% | +5.76% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.30% | -0.10% | +5.30% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.28% | -0.27% | +3.74% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.24% | -0.07% | +10.16% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.03% | +16.01% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.18% | +0.31% | +1.42% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.15% | -0.11% | +8.68% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.10% | +0.07% | -0.16% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.05% | -0.84% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.02% | +70.67% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.10% | -2.17% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.88% | -0.15% | +10.93% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.01% | -13.48% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.80% | -0.19% | -1.43% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.68% | +0.13% | -6.78% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.63% | — | -1.59% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.60% | +0.06% | +3.47% | |
| 35 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.59% | — | -23.04% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.05% | +2.11% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.03% | +1.05% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.54% | +0.07% | +8.28% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.53% | -0.01% | +3.15% | |
| 40 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.51% | -0.16% | +8.53% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.08% | +12.82% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.42% | -0.15% | -0.30% | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.39% | +0.05% | +13.38% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.39% | -0.05% | +25.38% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.02% | -1.07% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.36% | -0.03% | +2.07% | |
| 47 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.34% | +0.01% | +1.60% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.02% | +2.80% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.32% | — | +1.13% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.30% | -0.03% | +2.27% |
According to official SEC Form 13F filings, Strategic Investment Advisors / MI reported a total U.S. public equity portfolio value of $1.7B across 241 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, VEA) accounted for 13.4% of total reported equity market value during Q1 2024.
During Q1 2024, Strategic Investment Advisors / MI's top holdings by market value included VOO (7.5%)、VUG (5.6%)、VEA (5.5%). The largest single position, VOO, represented 7.5% of total portfolio value.
In Q1 2024, Strategic Investment Advisors / MI made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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