Strategic Point Investment Advisors, LLC
35 holdingsFiling period: 2026-03-31Current AUM: $748.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 150.5K | $97.9M | $112.4M | 15.01% | -2,940 | 2026-03-31 |
| 2 | IEI | ISHARES TR | 639.4K | $75.8M | $74.5M | 9.95% | +24.5K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 107.0K | $69.9M | $80.3M | 10.72% | +1.7K | 2026-03-31 |
| 4 | IVE | ISHARES TR | 245.0K | $51.7M | $56.8M | 7.58% | +3.3K | 2026-03-31 |
| 5 | ITOT | ISHARES TR | 353.2K | $50.3M | $57.8M | 7.72% | -2,043 | 2026-03-31 |
| 6 | IAU | ISHARES GOLD TR | 534.5K | $47.1M | $40.7M | 5.44% | +1.3K | 2026-03-31 |
| 7 | IWF | ISHARES TR | 98.3K | $41.9M | $46.5M | 6.21% | +652 | 2026-03-31 |
| 8 | SPSB | SPDR SERIES TRUST | 1.20M | $35.9M | $35.8M | 4.78% | +67.1K | 2026-03-31 |
| 9 | XLK | SELECT SECTOR SPDR TR | 231.4K | $30.8M | $40.6M | 5.42% | +849 | 2026-03-31 |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 421.3K | $24.7M | $24.5M | 3.27% | -7,916 | 2026-03-31 |
| 11 | VYMI | VANGUARD WHITEHALL FDS | 250.7K | $23.6M | $26.0M | 3.47% | -1,325 | 2026-03-31 |
| 12 | IEFA | ISHARES TR | 231.8K | $21.0M | $22.8M | 3.04% | +4.7K | 2026-03-31 |
| 13 | QUAL | ISHARES TR | 104.4K | $20.0M | $22.9M | 3.06% | -2,787 | 2026-03-31 |
| 14 | IXUS | ISHARES TR | 212.4K | $18.4M | $20.1M | 2.68% | +445 | 2026-03-31 |
| 15 | XLI | SELECT SECTOR SPDR TR | 113.0K | $18.3M | $20.3M | 2.71% | -290 | 2026-03-31 |
| 16 | FNCL | FIDELITY COVINGTON TRUST | 218.3K | $15.3M | $17.7M | 2.36% | +1.7K | 2026-03-31 |
| 17 | IEF | ISHARES TR | 153.6K | $14.7M | $14.3M | 1.91% | -2,973 | 2026-03-31 |
| 18 | DSI | ISHARES TR | 56.2K | $6.8M | $7.9M | 1.06% | -2,314 | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 20.4K | $6.5M | $7.5M | 1.00% | -492 | 2026-03-31 |
| 20 | USMV | ISHARES TR | 40.7K | $3.8M | $4.0M | 0.53% | -2,022 | 2026-03-31 |
| 21 | ESGV | VANGUARD WORLD FD | 23.7K | $2.7M | $3.1M | 0.42% | -450 | 2026-03-31 |
| 22 | NULV | NUSHARES ETF TR | 44.2K | $2.0M | $2.3M | 0.31% | -1,225 | 2026-03-31 |
| 23 | SUSB | ISHARES TR | 75.3K | $1.9M | $1.9M | 0.25% | -1,235 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 7.3K | $1.8M | $2.2M | 0.30% | -654 | 2026-03-31 |
| 25 | ESGU | ISHARES TR | 12.3K | $1.7M | $2.0M | 0.27% | -390 | 2026-03-31 |
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