HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
170,974 | -2,718 | $81,266 |
| SPY | 170,974 | -2,718 | $81,266 |
| ISHARES TR (IVE) |
298,328 | -2,084 | $51,876 |
| IVE | 298,328 | -2,084 | $51,876 |
| ISHARES TR (IVV) |
93,976 | +28 | $44,886 |
| IVV | 93,976 | +28 | $44,886 |
| ISHARES TR (IEI) |
375,589 | +143,690 | $43,993 |
| IEI | 375,589 | +143,690 | $43,993 |
| ISHARES TR (ITOT) |
312,044 | -2,603 | $32,836 |
| ITOT | 312,044 | -2,603 | $32,836 |
| SPDR SER TR (SPSB) |
970,347 | +463,889 | $28,897 |
| SPSB | 970,347 | +463,889 | $28,897 |
| ISHARES TR (IEFA) |
390,264 | +2,116 | $27,455 |
| IEFA | 390,264 | +2,116 | $27,455 |
| ISHARES TR (IEF) |
257,119 | +2,732 | $24,784 |
| IEF | 257,119 | +2,732 | $24,784 |
| ISHARES GOLD TR (IAU) |
626,302 | -5,145 | $24,445 |
| IAU | 626,302 | -5,145 | $24,445 |
| SELECT SECTOR SPDR TR (XLK) |
101,932 | -2,238 | $19,620 |
| XLK | 101,932 | -2,238 | $19,620 |
| ISHARES TR (SHV) |
171,775 | +1,696 | $18,918 |
| SHV | 171,775 | +1,696 | $18,918 |
| VANGUARD WHITEHALL FDS (VYMI) |
234,553 | +263 | $15,595 |
| VYMI | 234,553 | +263 | $15,595 |
| SPDR SER TR (SPYD) |
395,094 | +163 | $15,484 |
| SPYD | 395,094 | +163 | $15,484 |
| VANGUARD WORLD FDS (VHT) |
56,077 | -522 | $14,059 |
| VHT | 56,077 | -522 | $14,059 |
| SELECT SECTOR SPDR TR (XLI) |
115,332 | -1,109 | $13,147 |
| XLI | 115,332 | -1,109 | $13,147 |
| ISHARES TR (IXUS) |
196,881 | +190 | $12,784 |
| IXUS | 196,881 | +190 | $12,784 |
| ISHARES TR (QUAL) |
64,212 | -742 | $9,448 |
| QUAL | 64,212 | -742 | $9,448 |
| ISHARES TR (IWF) |
25,704 | -155 | $7,793 |
| IWF | 25,704 | -155 | $7,793 |
| ISHARES TR (DSI) |
66,195 | +1,662 | $6,027 |
| DSI | 66,195 | +1,662 | $6,027 |
| VANGUARD INDEX FDS (VTI) |
25,129 | -554 | $5,961 |
| VTI | 25,129 | -554 | $5,961 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
89,650 | +372 | $5,229 |
| VGSH | 89,650 | +372 | $5,229 |
| ISHARES TR (USMV) |
40,274 | -380 | $3,143 |
| USMV | 40,274 | -380 | $3,143 |
| ISHARES TR (SUSB) |
78,685 | +25,305 | $1,926 |
| SUSB | 78,685 | +25,305 | $1,926 |
| NUSHARES ETF TR (NULV) |
47,759 | +1,360 | $1,715 |
| NULV | 47,759 | +1,360 | $1,715 |
| APPLE INC |
7,688 | -155 | $1,480 |
| AAPL | 7,688 | -155 | $1,480 |
| ISHARES TR (ESGU) |
13,780 | +520 | $1,446 |
| ESGU | 13,780 | +520 | $1,446 |
| VANGUARD WORLD FD (ESGV) |
16,120 | +590 | $1,371 |
| ESGV | 16,120 | +590 | $1,371 |
| VANGUARD WORLD FD (VSGX) |
9,235 | +515 | $511 |
| VSGX | 9,235 | +515 | $511 |
| MICROSOFT CORP |
939 | -129 | $353 |
| MSFT | 939 | -129 | $353 |
| ISHARES TR (IVW) |
3,645 | -220 | $274 |
| IVW | 3,645 | -220 | $274 |
| ISHARES TR (TIP) |
2,320 | UNCH | $249 |
| TIP | 2,320 | UNCH | $249 |
| CONOCOPHILLIPS |
2,040 | UNCH | $237 |
| COP | 2,040 | UNCH | $237 |
See Full List: All Stocks Held By Strategic Point Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Strategic Point Investment Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $517,414 At 09/30/2023: $468,462 Strategic Point Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Point Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |
