Strategic Investment Advisors, Inc 13F Holdings
CIK 02813318 · UTICA, NY
As of Sep 30, 2022, Strategic Investment Advisors, Inc reported 126 positions worth
CIK 02813318 · UTICA, NY
As of Sep 30, 2022, Strategic Investment Advisors, Inc reported 126 positions worth
.1M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES US SMALL-CAP EQUITY FACTOR ETF | SMLF | — | 3,563,406 | 59.5K | 14.08% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 4,359,575 | 57.9K | 13.94% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 1,983,198 | 47.3K | 13.00% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 6,433,519 | 34.7K | 11.89% |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | GVI | — | 1,007,220 | 02.4K | 9.04% |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | EMGF | — | 1,510,543 | $58.1K | 5.12% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 995,266 | $32.8K | 2.90% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 1,215,803 | $30.1K | 2.66% |
| ISHARES MSCI USA VALUE FACTOR ETF | VLUE | — | 318,103 | $26.0K | 2.30% |
| VANGUARD US MOMENTUM FACTOR ETF | VFMO | — | 236,318 | $25.0K | 2.21% |
| ISHARES TIPS BOND ETF | TIP | — | 185,640 | 9.5K | 1.72% |
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF | XBI | — | 201,097 | 6.0K | 1.41% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 214,558 | 2.4K | 1.09% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 88,714 | 1.6K | 1.03% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 197,709 | 1.4K | 1.00% |
| APPLE INC | AAPL | Technology | 81,995 | 1.3K | 1.00% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 159,365 | 1.3K | 1.00% |
| GOLDMAN SACHS ACTIVEBETA(R) US SMALL CAP EQUITY ETF | GSSC | — | 221,894 | 1.2K | 0.99% |
| SPDR GOLD TRUST | GQ9 | — | 66,902 | 0.3K | 0.91% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 86,145 | $6.8K | 0.60% |
| MICROSOFT CORP | MSFT | Technology | 19,040 | $4.4K | 0.39% |
| M&T BANK CORP | MTB | Financial Services | 23,145 | $4.1K | 0.36% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 7,147 | $3.6K | 0.32% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 21,738 | $3.6K | 0.31% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 33,896 | $3.5K | 0.31% |