Strategic Investment Management, LLC Top Holdings and 13F Report (2025) About Strategic Investment Management, LLCInvestment ActivityStrategic Investment Management, LLC has $186.60 million in total holdings as of December 31, 2024.Strategic Investment Management, LLC owns shares of 12 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 5.73% of the portfolio was purchased this quarter.About 47.35% of the portfolio was sold this quarter.This quarter, Strategic Investment Management, LLC has purchased 21 new stocks and bought additional shares in 3 stocks.Strategic Investment Management, LLC sold shares of 5 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core MSCI Emerging Markets ETF $60,883,927iShares Core U.S. Aggregate Bond ETF $34,228,960iShares Russell 3000 ETF $22,531,041iShares Core MSCI EAFE ETF $21,179,711iShares S&P GSCI Commodity-Indexed Trust $19,256,789 Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 167,062 shares (about $10.03M)iShares Russell 2000 ETF 2,770 shares (about $597.74K)iShares Core U.S. Aggregate Bond ETF 650 shares (about $64.48K) Largest Sales this Quarter iShares Russell 3000 ETF 58,010 shares (about $20.36M)iShares MSCI Emerging Markets ex China ETF 303,590 shares (about $19.17M)SPDR Bloomberg High Yield Bond ETF 114,410 shares (about $11.13M)iShares Core MSCI EAFE ETF 43,470 shares (about $3.63M)iShares Core S&P 500 ETF 280 shares (about $173.85K) 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$60,883,927$10,028,732 ▲19.7%1,014,22532.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$34,228,960$64,480 ▲0.2%345,05018.3%FinanceIWViShares Russell 3000 ETF$22,531,041$20,361,510 ▼-47.5%64,19112.1%ETFIEFAiShares Core MSCI EAFE ETF$21,179,711$3,628,876 ▼-14.6%253,71011.4%ETFGSGiShares S&P GSCI Commodity-Indexed Trust$19,256,7890.0%873,72010.3%FinanceGLDSPDR Gold Shares$12,808,9570.0%42,0206.9%FinanceJNKSPDR Bloomberg High Yield Bond ETF$6,641,596$11,128,661 ▼-62.6%68,2803.6%FinanceSPYSPDR S&P 500 ETF Trust$4,151,9520.0%6,7202.2%FinanceIWMiShares Russell 2000 ETF$3,105,218$597,738 ▲23.8%14,3901.7%FinanceVLUEiShares MSCI USA Value Factor ETF$1,381,1620.0%12,2000.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$353,584$19,168,673 ▼-98.2%5,6000.2%ManufacturingIVViShares Core S&P 500 ETF$81,959$173,852 ▼-68.0%1320.0%ETFGNRSPDR S&P Global Natural Resources ETF$0$8,807,550 ▼-100.0%00.0%ETFIGFiShares Global Infrastructure ETF$0$7,170,791 ▼-100.0%00.0%ManufacturingFLJPFranklin FTSE Japan ETF$0$6,719,370 ▼-100.0%00.0%ETFGQREFlexShares Global Quality Real Estate Index Fund$0$3,081,659 ▼-100.0%00.0%ETFRWRSPDR Dow Jones REIT ETF$0$3,017,708 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$2,119,016 ▼-100.0%00.0%ETFBNDVanguard Total Bond Market ETF$0$1,604,148 ▼-100.0%00.0%ETFRWXSPDR Dow Jones International Real Estate ETF$0$1,183,608 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$197,729 ▼-100.0%00.0%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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