Strategic Advocates LLC
268 holdingsFiling period: 2026-03-31Current AUM: $24.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TRUST SERIES I | 2.5K | $1.4M | $1.7M | 6.89% | -55,963 | 2026-03-31 |
| 2 | KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | 23.8K | $1.4M | $1.6M | 6.36% | -563,274 | 2026-03-31 |
| 3 | RPV | INVESCO S&P 500 PURE VALUE ETF | 12.2K | $1.3M | $1.4M | 5.87% | -276,008 | 2026-03-31 |
| 4 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 14.8K | $1.1M | $1.1M | 4.53% | -348,615 | 2026-03-31 |
| 5 | GLD | SPDR GOLD SHARES | 2.2K | $928K | $801K | 3.25% | -243 | 2026-03-31 |
| 6 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 13.0K | $906K | $1.0M | 4.09% | -305,232 | 2026-03-31 |
| 7 | SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | 38.5K | $854K | $823K | 3.34% | -779,932 | 2026-03-31 |
| 8 | VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 6.5K | $810K | $966K | 3.92% | -149,141 | 2026-03-31 |
| 9 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 14.0K | $735K | $729K | 2.96% | -323,268 | 2026-03-31 |
| 10 | FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | 7.2K | $466K | $518K | 2.10% | -689 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION COM | 2.5K | $436K | $502K | 2.04% | -90,481 | 2026-03-31 |
| 12 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 6.6K | $435K | $436K | 1.77% | -31,604 | 2026-03-31 |
| 13 | VDC | VANGUARD CONSUMER STAPLES ETF | 1.9K | $435K | $446K | 1.81% | +176 | 2026-03-31 |
| 14 | VDE | VANGUARD ENERGY ETF | 2.4K | $414K | $402K | 1.63% | -248 | 2026-03-31 |
| 15 | IYH | ISHARES U.S. HEALTHCARE ETF | 6.6K | $404K | $448K | 1.82% | -378 | 2026-03-31 |
| 16 | HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | 3.9K | $366K | $364K | 1.48% | -72,169 | 2026-03-31 |
| 17 | TSLA | TESLA INC COM | 834 | $310K | $260K | 1.05% | -12,990 | 2026-03-31 |
| 18 | AAPL | APPLE INC COM | 1.1K | $280K | $341K | 1.38% | -33,817 | 2026-03-31 |
| 19 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 6.1K | $280K | $271K | 1.10% | -220 | 2026-03-31 |
| 20 | AVGO | BROADCOM INC COM | 829 | $256K | $322K | 1.31% | -11,673 | 2026-03-31 |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 1.7K | $243K | $204K | 0.83% | -40,375 | 2026-03-31 |
| 22 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 1.6K | $243K | $266K | 1.08% | -7,242 | 2026-03-31 |
| 23 | GE | GE AEROSPACE COM NEW | 855 | $242K | $307K | 1.25% | -13,840 | 2026-03-31 |
| 24 | SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | 7.6K | $239K | $228K | 0.92% | +550 | 2026-03-31 |
| 25 | MUC | BLACKROCK MUNIHLDNGS CALI COM | 22.6K | $235K | $239K | 0.97% | -- | 2026-03-31 |
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