Strategic Investment Management, LLC Top Holdings and 13F Report (2024) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About Strategic Investment Management, LLCInvestment ActivityStrategic Investment Management, LLC has $130.36 million in total holdings as of March 31, 2024.Strategic Investment Management, LLC owns shares of 11 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 11.87% of the portfolio was purchased this quarter.About 25.29% of the portfolio was sold this quarter.This quarter, Strategic Investment Management, LLC has purchased 11 new stocks and bought additional shares in 1 stock.Strategic Investment Management, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI Emerging Markets ETF $25,014,893iShares S&P GSCI Commodity-Indexed Trust $20,382,597iShares MSCI Emerging Markets ex China ETF $18,331,279Franklin FTSE Japan ETF $17,140,215iShares Core S&P 500 ETF $15,686,768 Largest Purchases this Quarter iShares Core S&P 500 ETF 30,300 shares (about $15.48M) Largest Sales this Quarter Franklin FTSE Japan ETF 1,001,000 shares (about $29.29M)iShares MSCI Emerging Markets ex China ETF 24,480 shares (about $1.38M)iShares Core MSCI EAFE ETF 14,400 shares (about $1.04M)iShares Core MSCI Emerging Markets ETF 15,390 shares (about $797.20K)SPDR S&P 500 ETF Trust 910 shares (about $462.52K) 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$25,014,893$797,202 ▼-3.1%482,91319.2%ETFGSGiShares S&P GSCI Commodity-Indexed Trust$20,382,5970.0%899,10015.6%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$18,331,279$1,383,365 ▼-7.0%324,39014.1%ManufacturingFLJPFranklin FTSE Japan ETF$17,140,215$29,289,259 ▼-63.1%585,79013.1%ETFIVViShares Core S&P 500 ETF$15,686,768$15,476,331 ▲7,354.4%30,71212.0%ETFIEFAiShares Core MSCI EAFE ETF$11,258,492$1,041,984 ▼-8.5%155,5908.6%ETFGLDSPDR Gold Shares$7,007,6570.0%32,3505.4%FinanceIWMiShares Russell 2000 ETF$4,845,9350.0%24,4303.7%FinanceIWViShares Russell 3000 ETF$4,767,8080.0%16,4003.7%ETFSPYSPDR S&P 500 ETF Trust$4,472,688$462,517 ▼-9.4%8,8003.4%FinanceVLUEiShares MSCI USA Value Factor ETF$1,452,8570.0%14,2201.1%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
