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All Stocks Held By Strategic Point Investment Advisors LLC
As of  12/31/2023, we find all stocks held by Strategic Point Investment Advisors LLC to be as follows, presented in the table below with each row detailing each Strategic Point Investment Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Strategic Point Investment Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Strategic Point Investment Advisors LLC as of the latest filing.

   EntityAmountChange
 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
     SPY170,974-2,718$81,266
ISHARES TR (IVE) 298,328 -2,084 $51,876
     IVE298,328-2,084$51,876
ISHARES TR (IVV) 93,976 +28 $44,886
     IVV93,976+28$44,886
ISHARES TR (IEI) 375,589 +143,690 $43,993
     IEI375,589+143,690$43,993
ISHARES TR (ITOT) 312,044 -2,603 $32,836
     ITOT312,044-2,603$32,836
SPDR SER TR (SPSB) 970,347 +463,889 $28,897
     SPSB970,347+463,889$28,897
ISHARES TR (IEFA) 390,264 +2,116 $27,455
     IEFA390,264+2,116$27,455
ISHARES TR (IEF) 257,119 +2,732 $24,784
     IEF257,119+2,732$24,784
ISHARES GOLD TR (IAU) 626,302 -5,145 $24,445
     IAU626,302-5,145$24,445
SELECT SECTOR SPDR TR (XLK) 101,932 -2,238 $19,620
     XLK101,932-2,238$19,620
ISHARES TR (SHV) 171,775 +1,696 $18,918
     SHV171,775+1,696$18,918
VANGUARD WHITEHALL FDS (VYMI) 234,553 +263 $15,595
     VYMI234,553+263$15,595
SPDR SER TR (SPYD) 395,094 +163 $15,484
     SPYD395,094+163$15,484
VANGUARD WORLD FDS (VHT) 56,077 -522 $14,059
     VHT56,077-522$14,059
SELECT SECTOR SPDR TR (XLI) 115,332 -1,109 $13,147
     XLI115,332-1,109$13,147
ISHARES TR (IXUS) 196,881 +190 $12,784
     IXUS196,881+190$12,784
ISHARES TR (QUAL) 64,212 -742 $9,448
     QUAL64,212-742$9,448
ISHARES TR (IWF) 25,704 -155 $7,793
     IWF25,704-155$7,793
ISHARES TR (DSI) 66,195 +1,662 $6,027
     DSI66,195+1,662$6,027
VANGUARD INDEX FDS (VTI) 25,129 -554 $5,961
     VTI25,129-554$5,961
VANGUARD SCOTTSDALE FDS (VGSH) 89,650 +372 $5,229
     VGSH89,650+372$5,229
ISHARES TR (USMV) 40,274 -380 $3,143
     USMV40,274-380$3,143
ISHARES TR (SUSB) 78,685 +25,305 $1,926
     SUSB78,685+25,305$1,926
NUSHARES ETF TR (NULV) 47,759 +1,360 $1,715
     NULV47,759+1,360$1,715
APPLE INC 7,688 -155 $1,480
     AAPL7,688-155$1,480
ISHARES TR (ESGU) 13,780 +520 $1,446
     ESGU13,780+520$1,446
VANGUARD WORLD FD (ESGV) 16,120 +590 $1,371
     ESGV16,120+590$1,371
VANGUARD WORLD FD (VSGX) 9,235 +515 $511
     VSGX9,235+515$511
MICROSOFT CORP 939 -129 $353
     MSFT939-129$353
ISHARES TR (IVW) 3,645 -220 $274
     IVW3,645-220$274
ISHARES TR (TIP) 2,320 UNCH $249
     TIP2,320UNCH$249
CONOCOPHILLIPS 2,040 UNCH $237
     COP2,040UNCH$237
INVESCO QQQ TR 504 +504 $206
     QQQ504+504$206
LISTED FD TR $0 (exited)
     CCOR0-661,169$0
ISHARES TR 0 -54,231 $0 (exited)
     IJS0-54,231$0

See Summary: Strategic Point Investment Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Strategic Point Investment Advisors LLC

EntityShares/Amount
Change
Position Value
Change
QQQ +504+$206
EntityShares/Amount
Change
Position Value
Change
CCOR -661,169-$18,248
IJS -54,231-$4,838
EntityShares/Amount
Change
Position Value
Change
SPSB +463,889+$14,048
IEI +143,690+$17,751
SUSB +25,305+$657
IEF +2,732+$1,485
IEFA +2,116+$2,478
SHV +1,696+$129
DSI +1,662+$773
NULV +1,360+$156
ESGV +590+$203
ESGU +520+$201
EntityShares/Amount
Change
Position Value
Change
IAU -5,145+$2,351
SPY -2,718+$7,016
ITOT -2,603+$3,199
XLK -2,238+$2,543
IVE -2,084+$5,661
XLI -1,109+$1,342
QUAL -742+$888
VTI -554+$506
VHT -522+$753
Size ($ 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

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