Strategic Point Investment Advisors, LLC Top Holdings and 13F Report (2025) About Strategic Point Investment Advisors, LLCInvestment ActivityStrategic Point Investment Advisors, LLC has $648.44 million in total holdings as of June 30, 2025.Strategic Point Investment Advisors, LLC owns shares of 34 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 0.85% of the portfolio was purchased this quarter.About 0.47% of the portfolio was sold this quarter.This quarter, Strategic Point Investment Advisors, LLC has purchased 35 new stocks and bought additional shares in 19 stocks.Strategic Point Investment Advisors, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $98,049,971iShares 3-7 Year Treasury Bond ETF $69,623,765iShares Core S&P 500 ETF $61,119,935iShares Core S&P Total U.S. Stock Market ETF $46,573,897iShares S&P 500 Value ETF $45,756,843 Largest Purchases this Quarter Vanguard ESG U.S. Stock ETF 7,520 shares (about $824.49K)SPDR Portfolio Short Term Corporate Bond ETF 23,409 shares (about $706.72K)iShares Core S&P 500 ETF 922 shares (about $572.47K)Vanguard Short-Term Treasury ETF 9,454 shares (about $555.71K)iShares 3-7 Year Treasury Bond ETF 3,656 shares (about $435.39K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,898 shares (about $1.17M)iShares ESG MSCI KLD 400 ETF 4,220 shares (about $490.20K)iShares Gold Trust 5,847 shares (about $364.62K)iShares Core MSCI EAFE ETF 2,022 shares (about $168.80K)iShares ESG Aware 1-5 Year USD Corporate Bond ETF 5,070 shares (about $127.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Point Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$98,049,971$1,172,682 ▼-1.2%158,69515.1%FinanceIEIiShares 3-7 Year Treasury Bond ETF$69,623,765$435,393 ▲0.6%584,63110.7%ETFIVViShares Core S&P 500 ETF$61,119,935$572,468 ▲0.9%98,4389.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$46,573,897$359,071 ▲0.8%344,8907.2%ETFIVEiShares S&P 500 Value ETF$45,756,843$381,460 ▲0.8%234,1467.1%ETFIWFiShares Russell 1000 Growth ETF$40,361,958$305,274 ▲0.8%95,0636.2%ETFIAUiShares Gold Trust$32,884,541$364,619 ▼-1.1%527,3345.1%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$32,002,199$706,718 ▲2.3%1,060,0264.9%ETFXLKTechnology Select Sector SPDR Fund$28,959,893$73,437 ▼-0.3%114,3624.5%ETFVGSHVanguard Short-Term Treasury ETF$23,630,016$555,706 ▲2.4%402,0083.6%ETFSHViShares Short Treasury Bond ETF$20,599,007$358,976 ▲1.8%186,5513.2%ETFVYMIVanguard International High Dividend Yield ETF$19,530,209$137,309 ▲0.7%243,7923.0%ETFQUALiShares MSCI USA Quality Factor ETF$18,803,220$125,049 ▲0.7%102,8512.9%ETFIEFAiShares Core MSCI EAFE ETF$18,763,462$168,797 ▼-0.9%224,7662.9%ETFXLIIndustrial Select Sector SPDR Fund$16,340,017$104,591 ▼-0.6%110,7652.5%ETFIXUSiShares Core MSCI Total International Stock ETF$15,770,840$13,916 ▲0.1%203,9952.4%ManufacturingFNCLFidelity MSCI Financials Index ETF$15,243,540$116,835 ▲0.8%205,8832.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$14,343,126$132,259 ▲0.9%149,7662.2%ETFDSIiShares ESG MSCI KLD 400 ETF$6,905,828$490,195 ▼-6.6%59,4511.1%ETFVTIVanguard Total Stock Market ETF$6,483,622$103,638 ▼-1.6%21,3331.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,891,121$169,342 ▲4.6%41,4520.6%ETFESGVVanguard ESG U.S. Stock ETF$2,640,131$824,493 ▲45.4%24,0800.4%ETFNULVNuveen ESG Large-Cap Value ETF$1,901,055$87,812 ▼-4.4%45,3550.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,877,430$127,612 ▼-6.4%74,5900.3%ManufacturingESGUiShares ESG Aware MSCI USA ETF$1,727,781$108,917 ▼-5.9%12,7700.3%ManufacturingAAPLApple$1,632,333$13,336 ▲0.8%7,9560.3%Computer and TechnologyVSGXVanguard ESG International Stock ETF$893,617$267,109 ▲42.6%13,6430.1%ETFMSFTMicrosoft$497,907$7,461 ▲1.5%1,0010.1%Computer and TechnologyQQQInvesco QQQ$328,226$2,758 ▲0.8%5950.1%FinanceIVWiShares S&P 500 Growth ETF$317,0880.0%2,8800.0%ETFFTECFidelity MSCI Information Technology Index ETF$291,886$6,903 ▼-2.3%1,4800.0%ETFTIPiShares TIPS Bond ETF$255,2930.0%2,3200.0%ETFKOCocaCola$239,1350.0%3,3800.0%Consumer StaplesLLYEli Lilly and Company$201,1190.0%2580.0%MedicalCOPConocoPhillips$0$214,241 ▼-100.0%00.0%EnergyShowing 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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