Strategic Point Investment Advisors, LLC

CIK: 0001295044SEC EDGAR →

Portfolio Value

$723K

Holdings

37

As of

Q4 2025

New Positions

1

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

614,843$73.4M
10147.24%
2

ISHARES TR

355,268$52.8M
7304.59%
3

ISHARES TR

241,741$51.3M
7089.14%
4

ISHARES TR

97,613$46.2M
6388.61%
5

ISHARES GOLD TR

533,218$43.3M
5984.97%
6

SPDR SERIES TRUST

1,128,112$34.1M
4710.98%
7

SELECT SECTOR SPDR TR

230,551$33.2M
4589.84%
8

VANGUARD SCOTTSDALE FDS

429,194$25.2M
3485.53%
9

VANGUARD WHITEHALL FDS

251,976$22.7M
3135.81%
10

ISHARES TR

198,740$21.9M
3027.12%

Quarterly Changes

Top Buys

IAU*↑ Increased
$4.9M
IEI↑ Increased
$2.3M
IVE↑ Increased
$2.1M
ITOT↑ Increased
$1.8M
VYMI↑ Increased
$1.7M

Top Sells

NULV↓ Decreased
$46K
FTEC↓ Decreased
$24K
DSI↓ Decreased
$20K
ESGU↓ Decreased
$20K
KO↓ Decreased
$13K

New Positions (3)

$223K · 1K shares
$277 · 258 shares
$202 · 300 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services28$478.8M87.8%
Unknown3$63.6M11.7%
Technology2$2.6M0.5%
Healthcare3$223K0.0%
Consumer Defensive1$211K0.0%