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CIK: 0000846633
Total reported value
$290.5M
$290.5M
21 檔
55.4%
During the Q1 2025 filing period, Strategic Investment Management, LLC (CIK: 0000846633) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $290.5M across 21 reported positions.
In Q1 2025, Strategic Investment Management, LLC displayed an active expansion posture, initiating 21 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 18.36% | +5.06% | +33.41% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 15.59% | -7.37% | -8.30% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.68% | +11.74% | NEW | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.03% | -1.01% | -24.12% | |
| 5 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 7.99% | -2.56% | -7.34% | |
| 6 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 6.99% | -0.54% | — | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.84% | -0.91% | EXIT | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 4.86% | -0.82% | -9.09% | |
| 9 | GNR | State Street Spdr S&p Global | ETF-Other | 3.54% | — | — | |
| 10 | IGF | Ishares Global Infrastructur | ETF-Other | 2.88% | — | — | |
| 11 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.70% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.33% | -7.95% | |
| 13 | GQRE | Flexshares Global Quality Re | ETF-Other | 1.24% | — | — | |
| 14 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 1.21% | — | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.93% | — | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | — | +297.42% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | — | — | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.52% | +0.03% | — | |
| 19 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.48% | — | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | -0.01% | -99.49% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Strategic Investment Management, LLC reported a total U.S. public equity portfolio value of $290.5M across 21 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IEMG, IWV, AGG) accounted for 55.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEMG
市值: $45.7M
During Q1 2025, Strategic Investment Management, LLC's top holdings by market value included IEMG (18.4%)、IWV (15.6%)、AGG (13.7%). The largest single position, IEMG, represented 18.4% of total portfolio value.
In Q1 2025, Strategic Investment Management, LLC made 21 total portfolio adjustments, initiating 21 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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