SP

Strategic Point Investment Advisors, LLC

13F
Strategic Point Investment Advisors, LLC
Last update 2024-10-15 34 Stocks (0 new)
Value $606.00 Mil Turnover 4 %
Countries:
Top Holdings: SPY(15.75%)IVV(9.21%)IEI(7.83%)IVE(7.56%)ITOT(7.21%)
Portfolio Report
Summary Stock Picks Current Portfolio
Strategic Point Investment Adv... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
166,380
95462.250
-0.84%
15.750
-0.14%
0.020
+11.91%
+25.56%
617362.995
 
IVV 		iShares Core S&P 500 ETF
96,760
55813.350
+1.92%
9.210
+0.17%
0.010
+11.88%
+25.58%
565718.602
 
IEI 		iShares 3-7 Year Treasury Bond ETF
396,838
47463.820
+3.55%
7.830
+0.27%
0.320
-2.28%
-1.19%
14560.605
 
IVE 		iShares S&P 500 Value ETF
232,407
45823.740
+0.37%
7.560
+0.03%
0.130
+8.60%
+15.62%
36121.113
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
348,038
43720.580
+0.36%
7.210
+0.03%
0.070
+12.77%
+25.01%
64881.137
 
IEFA 		iShares Core MSCI EAFE ETF
400,014
31221.090
+0.53%
5.150
+0.03%
0.020
+0.74%
+3.03%
119187.736
 
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF
1,001,254
30317.970
+1.49%
5.000
+0.07%
0.370
-0.20%
+0.40%
8082.241
 
IAU 		iShares Gold Trust
542,943
26984.280
-12.59%
4.450
-0.62%
0.080
+5.16%
+25.75%
31821.632
 
XLK 		Technology Select Sector SPDR ETF
117,025
26419.550
-0.36%
4.360
-0.02%
0.040
+13.91%
+22.69%
73445.655
 
IEF 		iShares 7-10 Year Treasury Bond ETF
266,940
26192.120
+1.63%
4.320
+0.07%
0.080
-3.69%
-3.15%
32970.139
 

Strategic Point Investment Advisors, LLC's Historical Top Holdings Breakdowns

Strategic Point Investment Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Add
+2.89%
●
57.74 ($58.57) 59.13
$58.14
-0.73%
Add 335.07%
384,895
296,427
IAU 		iShares Gold Trust2024-09-30Reduce
-0.62%
●
44.06 ($46.81) 50.5
$49.08
4.85%
Reduce -12.59%
542,943
-78,232
IEI 		iShares 3-7 Year Treasury Bond ETF2024-09-30Add
+0.27%
●
114.73 ($118.18) 120.23
$115.74
-2.06%
Add 3.55%
396,838
13,590
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.17%
●
520.18 ($556.01) 576.82
$599.82
7.88%
Add 1.92%
96,760
1,824
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-0.14%
●
517.38 ($552.93) 573.76
$596.79
7.93%
Reduce -0.84%
166,380
-1,408
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+0.07%
●
92.67 ($96.67) 99.14
$93.35
-3.43%
Add 1.63%
266,940
4,284
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF2024-09-30Add
+0.07%
●
29.58 ($30) 30.31
$29.90
-0.33%
Add 1.49%
1,001,254
14,683
SHV 		iShares Short Treasury Bond ETF2024-09-30Add
+0.05%
●
110.05 ($110.36) 110.63
$110.26
-0.09%
Add 1.6%
178,556
2,820
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.03%
●
70.09 ($74.86) 78.74
$72.48
-3.18%
Add 0.53%
400,014
2,114
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Add
+0.03%
●
113.41 ($121.07) 125.62
$131.55
8.66%
Add 0.36%
348,038
1,260

Strategic Point Investment Advisors, LLC Total Holding History ($B)

To

Strategic Point Investment Advisors, LLC's Asset Allocation

To

Strategic Point Investment Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Strategic Point Investment Advisors, LLC's Hypothetical Growth since 2024-09-30

Strategic Point Investment Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Point Investment Advisors, LLC's Holdings Heat Map

Size field:

Strategic Point Investment Advisors, LLC's Holdings Bubble Chart

Strategic Point Investment Advisors, LLC News

  • 1

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