Strategic Investment Management, LLC Top Holdings and 13F Report (2025) About Strategic Investment Management, LLCInvestment ActivityStrategic Investment Management, LLC has $249.04 million in total holdings as of December 31, 2024.Strategic Investment Management, LLC owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.47% of the portfolio was purchased this quarter.About 24.19% of the portfolio was sold this quarter.This quarter, Strategic Investment Management, LLC has purchased 20 new stocks and bought additional shares in 2 stocks.Strategic Investment Management, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI Emerging Markets ETF $45,721,387iShares Russell 3000 ETF $38,815,927iShares Core U.S. Aggregate Bond ETF $34,068,048iShares Core MSCI EAFE ETF $22,481,667iShares S&P GSCI Commodity-Indexed Trust $19,894,604 Largest New Holdings this Quarter 33939L787 - FlexShares Global Quality Real Estate Index Fund $3,081,659 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 212,160 shares (about $11.45M)FlexShares Global Quality Real Estate Index Fund 53,180 shares (about $3.08M)Vanguard Total Stock Market ETF 5,770 shares (about $1.59M) Largest Sales this Quarter iShares Core S&P 500 ETF 81,060 shares (about $45.55M)iShares Core MSCI EAFE ETF 94,440 shares (about $7.14M)iShares Russell 3000 ETF 11,060 shares (about $3.51M)iShares S&P GSCI Commodity-Indexed Trust 69,190 shares (about $1.58M)SPDR Gold Shares 4,200 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEMGiShares Core MSCI Emerging Markets ETF$45,721,387$11,450,275 ▲33.4%847,16318.4%ETFIWViShares Russell 3000 ETF$38,815,927$3,513,099 ▼-8.3%122,20115.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$34,068,0480.0%344,40013.7%FinanceIEFAiShares Core MSCI EAFE ETF$22,481,667$7,144,386 ▼-24.1%297,1809.0%ETFGSGiShares S&P GSCI Commodity-Indexed Trust$19,894,604$1,575,456 ▼-7.3%873,7208.0%FinanceJNKSPDR Bloomberg High Yield Bond ETF$17,410,3570.0%182,6907.0%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$17,033,277$921,105 ▼-5.1%309,1906.8%ManufacturingGLDSPDR Gold Shares$12,107,642$1,210,188 ▼-9.1%42,0204.9%FinanceGNRSPDR S&P Global Natural Resources ETF$8,807,5500.0%165,4003.5%ETFIGFiShares Global Infrastructure ETF$7,170,7910.0%131,1652.9%ManufacturingFLJPFranklin FTSE Japan ETF$6,719,3700.0%228,5502.7%ETFSPYSPDR S&P 500 ETF Trust$3,759,101$324,446 ▼-7.9%6,7201.5%FinanceGQREFlexShares Global Quality Real Estate Index Fund$3,081,659$3,081,659 ▲New Holding53,1801.2%ETFRWRSPDR Dow Jones REIT ETF$3,017,7080.0%30,4451.2%ETFIWMiShares Russell 2000 ETF$2,318,0740.0%11,6200.9%FinanceVTIVanguard Total Stock Market ETF$2,119,016$1,585,827 ▲297.4%7,7100.9%ETFBNDVanguard Total Bond Market ETF$1,604,1480.0%21,8400.6%ETFVLUEiShares MSCI USA Value Factor ETF$1,301,1300.0%12,2000.5%ETFRWXSPDR Dow Jones International Real Estate ETF$1,183,6080.0%48,3500.5%ETFIVViShares Core S&P 500 ETF$231,503$45,547,653 ▼-99.5%4120.1%ETFVEAVanguard FTSE Developed Markets ETF$197,7290.0%3,8900.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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