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CIK: 0001295044
Total reported value
$767.5M
$767.5M
33 檔
34.8%
During the Q1 2024 filing period, Strategic Point Investment Advisors, LLC (CIK: 0001295044) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $767.5M across 33 reported positions.
During Q1 2024, Strategic Point Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, IEI) accounted for 34.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.09% | +0.37% | -0.90% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.08% | +0.65% | +1.30% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 8.09% | -0.81% | +2.41% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.92% | -0.13% | -21.66% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.26% | +0.37% | +11.22% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.39% | -0.09% | +2.54% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 5.34% | -0.37% | +1.80% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 4.80% | -1.39% | +0.58% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.52% | -0.23% | +2.36% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 4.46% | +1.34% | +15.78% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.81% | +0.39% | +142.28% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.54% | — | +2.59% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.09% | +0.12% | +61.09% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.97% | -0.18% | +1.32% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-Other | 2.77% | — | +0.66% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 2.65% | +0.11% | +0.59% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.46% | +0.01% | +1.52% | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.18% | +0.07% | -2.27% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.17% | +0.01% | -1.22% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.94% | -0.31% | -0.32% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.05% | -1.09% | |
| 22 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.35% | -0.02% | -0.41% | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.33% | — | -1.02% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.28% | +0.01% | -1.02% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.27% | +0.02% | -0.37% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.01% | -7.18% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.10% | — | -0.76% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | — | -2.13% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.05% | +0.01% | -1.65% | |
| 30 | COP | Conocophillips | Stock-Energy | 0.05% | — | — | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.05% | -0.01% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.04% | +0.01% | +2.38% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.04% | — | — |
According to official SEC Form 13F filings, Strategic Point Investment Advisors, LLC reported a total U.S. public equity portfolio value of $767.5M across 33 disclosed positions in Q1 2024.
During Q1 2024, Strategic Point Investment Advisors, LLC's top holdings by market value included SPY (16.1%)、IVV (9.1%)、IEI (8.1%). The largest single position, SPY, represented 16.1% of total portfolio value.
In Q1 2024, Strategic Point Investment Advisors, LLC 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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