13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001760540
Total reported value
$1.7B
$1.7B
234 檔
14.6%
During the Q2 2024 filing period, Strategic Investment Advisors / MI (CIK: 0001760540) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 234 reported positions.
During Q2 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 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.02% | +1.97% | +8.52% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.92% | +0.15% | +3.25% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.32% | -0.12% | +4.05% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.20% | +0.45% | +4.27% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.96% | +0.38% | +3.61% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.46% | -0.09% | +3.76% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.87% | +0.51% | +9.27% | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.51% | +0.03% | +3.58% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.22% | -0.05% | +2.77% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.16% | +2.57% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.87% | -0.06% | +3.97% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.79% | -0.48% | +1.45% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.71% | +0.54% | +8.80% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | +0.08% | +5.00% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.64% | -0.13% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | -0.03% | +871.98% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.37% | — | +3.61% | |
| 18 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.31% | -0.28% | +2.38% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.30% | -0.02% | +3.19% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.28% | -0.10% | +4.49% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.24% | -0.27% | +2.15% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.17% | -0.07% | +3.52% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.17% | +0.31% | +8.78% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.05% | -4.02% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.12% | -0.11% | +3.37% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.06% | +0.07% | +3.78% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.02% | +2.89% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.01% | -3.03% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.88% | -0.15% | +6.08% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.10% | -2.29% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.83% | -0.19% | +10.29% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.69% | +0.13% | +3.59% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.59% | — | -3.66% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.57% | +0.06% | +3.82% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.02% | +63.36% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.05% | -1.27% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.54% | +0.07% | +8.65% | |
| 38 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.51% | -0.16% | +6.53% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.50% | -0.08% | +3.97% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.47% | -0.01% | -0.69% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.45% | -0.05% | +22.14% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.39% | -0.15% | -2.64% | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.39% | +0.05% | +9.14% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | -0.09% | +45.06% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.02% | -0.62% | |
| 46 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.34% | — | -9.59% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.33% | — | -3.13% | |
| 48 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.32% | +0.01% | -1.45% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.32% | +0.03% | +8.77% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.30% | -0.03% | +1.26% |
According to official SEC Form 13F filings, Strategic Investment Advisors / MI reported a total U.S. public equity portfolio value of $1.7B across 234 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, VEA) accounted for 14.6% of total reported equity market value during Q2 2024.
During Q2 2024, Strategic Investment Advisors / MI's top holdings by market value included VOO (8.0%)、VUG (5.9%)、VEA (5.3%). The largest single position, VOO, represented 8.0% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.