Strategic Point Investment Advisors, LLC 13F Holdings
CIK 0001295044 · PROVIDENCE, RI
As of Jun 30, 2025, Strategic Point Investment Advisors, LLC reported 34 positions worth $648.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 158,695 | $98.0M | 15.12% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 584,631 | $69.6M | 10.74% |
| ISHARES CORE S&P 500 ETF | IVV | — | 98,438 | $61.1M | 9.43% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 344,890 | $46.6M | 7.18% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 234,146 | $45.8M | 7.06% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 95,063 | $40.4M | 6.22% |
| ISHARES GOLD TRUST | IAU | — | 527,334 | $32.9M | 5.07% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 1,060,026 | $32.0M | 4.94% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 114,362 | $29.0M | 4.47% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 402,008 | $23.6M | 3.64% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 186,551 | $20.6M | 3.18% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 243,792 |