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CIK: 0000846633
Total reported value
$290.5M
$290.5M
11 檔
25.3%
As reported in its official Q3 2024 Form 13F filing, Strategic Investment Management, LLC's tracked investment portfolio stood at $290.5M with 11 total positions.
In Q3 2024, Strategic Investment Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 21.37% | -0.91% | EXIT | |
| 2 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 19.80% | -2.56% | — | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 16.00% | +5.06% | +7.86% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.35% | -1.01% | — | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 7.59% | -0.82% | — | |
| 6 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 7.29% | — | +299.98% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.86% | -7.37% | +0.73% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.39% | -0.33% | -11.08% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.69% | — | -51.32% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.40% | +0.03% | -14.21% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | -98.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +12.4% | NEW | New buy |
| 2 | FLJP | Franklin Ftse Japan ETF | +5.5% | +299.98% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +1.9% | +7.86% | Add |
| 4 | IWV | Ishares Russell 3000 ETF | +1.4% | +0.73% | Add |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.7% | +2.77% | Add |
| 6 | GLD | Spdr Gold Shares | +0.5% | — | Unchanged |
| 7 | VLUE | Ishares Msci USA Value Facto | -0.2% | -14.21% | Trim |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -11.08% | Trim |
| 9 | GSG | Ishares S&p Gsci Commodity I | -0.9% | — | Unchanged |
| 10 | IWM | Ishares Russell 2000 ETF | -2.9% | -51.32% | Trim |
| 11 | IVV | Ishares Core S&p 500 ETF | -17.9% | -98.66% | Trim |
According to official SEC Form 13F filings, Strategic Investment Management, LLC reported a total U.S. public equity portfolio value of $290.5M across 11 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including EMXC, GSG, IEMG) accounted for 25.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
IEFA
市值: $11.8M
Top Position Liquidated / Trimmed
IVV
前期市值: $17.0M
During Q3 2024, Strategic Investment Management, LLC's top holdings by market value included EMXC (21.4%)、GSG (19.8%)、IEMG (16.0%). The largest single position, EMXC, represented 21.4% of total portfolio value.
In Q3 2024, Strategic Investment Management, LLC made 9 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 4 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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