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CIK: 0001295044
Total reported value
$767.5M
$767.5M
34 檔
41.8%
At the close of Q2 2025, Strategic Point Investment Advisors, LLC disclosed equity holdings valued at approximately $767.5M, spread across 34 reported holdings.
In Q2 2025, Strategic Point Investment Advisors, LLC displayed an active expansion posture, initiating 0 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | 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 | 15.12% | +0.37% | -1.18% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 10.74% | -0.81% | +0.63% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.43% | +0.65% | +0.95% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.18% | +0.37% | +0.78% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.06% | -0.13% | +0.84% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.22% | +0.39% | +0.76% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 5.07% | -1.39% | -1.10% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.94% | -0.37% | +2.26% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 4.47% | +1.34% | -0.25% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.64% | -0.31% | +2.41% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.18% | — | +1.77% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.01% | -0.18% | +0.71% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.90% | +0.12% | +0.67% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.89% | -0.09% | -0.89% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 2.52% | +0.11% | -0.64% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.43% | +0.01% | +0.09% | |
| 17 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.35% | +0.01% | +0.77% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.21% | -0.23% | +0.93% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.06% | +0.07% | -6.63% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.01% | -1.57% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.05% | +4.55% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.41% | +0.02% | +45.41% | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.29% | — | -4.42% | |
| 24 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.29% | -0.02% | -6.36% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.27% | +0.01% | -5.93% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.01% | +0.82% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.14% | — | +42.63% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | +1.52% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.05% | +0.01% | +0.85% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.05% | +0.01% | — | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.05% | — | -2.31% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.04% | -0.01% | — | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.04% | — | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.03% | +0.01% | — |
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 34 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IEI, IVV) accounted for 41.8% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
COP
前期市值: $214.2K
During Q2 2025, Strategic Point Investment Advisors, LLC's top holdings by market value included SPY (15.1%)、IEI (10.7%)、IVV (9.4%). The largest single position, SPY, represented 15.1% of total portfolio value.
In Q2 2025, Strategic Point Investment Advisors, LLC made 31 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 11 holdings, and fully liquidating 1 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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