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CIK: 0000846633
Total reported value
$290.5M
$290.5M
20 檔
64.2%
At the close of Q4 2024, Strategic Investment Management, LLC disclosed equity holdings valued at approximately $290.5M, spread across 20 reported holdings.
In Q4 2024, Strategic Investment Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.54% | -0.01% | +19674.76% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 15.36% | -7.37% | +706.66% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.51% | +11.74% | NEW | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.43% | +5.06% | +139.58% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.49% | -1.01% | +162.97% | |
| 6 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 7.08% | -2.56% | +4.87% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.23% | -0.91% | EXIT | |
| 8 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 6.01% | -0.54% | — | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.86% | -0.82% | +55.15% | |
| 10 | GNR | State Street Spdr S&p Global | ETF-Other | 2.84% | — | — | |
| 11 | IGF | Ishares Global Infrastructur | ETF-Other | 2.36% | — | — | |
| 12 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.25% | — | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | -0.33% | — | |
| 14 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 1.04% | — | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | — | — | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | — | — | |
| 17 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.44% | +0.03% | — | |
| 18 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.38% | — | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | — | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +16.3% | +19674.76% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +11.5% | NEW | New buy |
| 3 | IWV | Ishares Russell 3000 ETF | +8.5% | +706.66% | Add |
| 4 | JNK | Ss Spdr Bb High Yield Bond | +6% | NEW | New buy |
| 5 | GNR | State Street Spdr S&p Global | +2.8% | NEW | New buy |
| 6 | IGF | Ishares Global Infrastructur | +2.4% | NEW | New buy |
| 7 | RWR | Ss Spdr Dow Jones Reit ETF | +1% | NEW | New buy |
| 8 | BND | Vanguard Total Bond Market | +0.5% | NEW | New buy |
| 9 | RWX | State Street Spdr Dow Jones | +0.4% | NEW | New buy |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 12 | VLUE | Ishares Msci USA Value Facto | -1% | — | Unchanged |
| 13 | IWM | Ishares Russell 2000 ETF | -1.8% | — | Unchanged |
| 14 | IEFA | Ishares Core Msci Eafe ETF | -2.9% | +162.97% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.9% | — | Unchanged |
| 16 | GLD | Spdr Gold Shares | -3.7% | +55.15% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | -4.6% | +139.58% | Add |
| 18 | FLJP | Franklin Ftse Japan ETF | -5% | — | Unchanged |
| 19 | GSG | Ishares S&p Gsci Commodity I | -12.7% | +4.87% | Add |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | -15.1% | -2.24% | 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 20 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IWV, AGG) accounted for 64.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
AGG
市值: $33.4M
Top Position Liquidated / Trimmed
EMXC
前期市值: $20.4M
During Q4 2024, Strategic Investment Management, LLC's top holdings by market value included IVV (16.5%)、IWV (15.4%)、AGG (11.5%). The largest single position, IVV, represented 16.5% of total portfolio value.
In Q4 2024, Strategic Investment Management, LLC made 16 total portfolio adjustments, initiating 9 new buys, adding to 6 positions, trimming 1 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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