STRATEGIC INVESTMENT MANAGEMENT, LLC

CIK: 0000846633SEC EDGAR →

Portfolio Value

$197.3M

Holdings

13

As of

Q4 2025

New Positions

13

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES CORE U.S. AGGREGATE

344,640$34.4M
17.45%
2

JPMorgan BetaBuilders Canada ETF

356,550$33.2M
16.81%
3

MSCI Emerging Markets ETF (iShares Core)

444,365$29.9M
15.14%
4

MSCI EAFE ETF (iShares Core)

286,750$25.7M
13.00%
5

ISHARES S&P GSCI COMMODITY I

947,572$21.9M
11.07%
6

ISHARES RUSSELL 3000 INDEX

47,841$18.5M
9.38%
7

SPDR GOLD TRUST

39,210$15.5M
7.88%
8

SPDR BARCLAYS CAPITAL HIGH

79,820$7.8M
3.93%
9

TDTT US Equity

238,360$5.7M
2.91%
10

SPDR S&P 500 ETF TRUST

5,930$4.0M
2.05%

Quarterly Changes

Top Buys

AGGNEW
$34.4M
BBCANEW
$33.2M
IEMGNEW
$29.9M
AQLTNEW
$25.7M
GSGNEW
$21.9M

Top Sells

No sells this quarter

New Positions (13)

$34.4M · 345K shares
$33.2M · 357K shares
$29.9M · 444K shares
$25.7M · 287K shares
$21.9M · 948K shares
$18.5M · 48K shares
$15.5M · 39K shares
$7.8M · 80K shares
$5.7M · 238K shares
$4.0M · 6K shares
$410K · 3K shares
$263K · 1K shares
$90K · 132 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services10$134.3M68.0%
Unknown2$41.2M20.9%
Technology1$21.9M11.1%