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Disclosed positions
Strategic Point Investment Advisors, LLC: source evidence dated 2026-07-09T03:59:59.999Z.
- Issuer
- STATE STR SPDR S&P 500 ETF T
- Ticker
- SPY
- Class
- TR UNIT
- Reported value
- $111,970,051
- Reported amount
- 149,939
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001295044-26-000009Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $111,970,051 | 149,939 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $82,984,611 | 110,810 | SH | None |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $78,359,058 | 667,170 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $58,965,570 | 358,955 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $56,735,217 | 249,869 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $49,725,122 | 400,460 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $44,556,537 | 233,868 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $41,921,499 | 555,178 | SH | None |
| SPDR SERIES TRUST | SPSB | ST SHOR CORP ETF | $37,235,100 | 1,240,756 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $25,065,983 | 430,687 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $24,908,981 | 253,656 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $23,226,556 | 105,850 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $22,752,167 | 235,578 | SH | None |
| SELECT SECTOR SPDR TR | XLI | ST STR INDL ETF | $21,253,278 | 114,740 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $20,606,355 | 215,909 | SH | None |
| FIDELITY COVINGTON TRUST | FNCL | MSCI FINLS IDX | $17,174,245 | 224,324 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $14,616,279 | 154,555 | SH | None |
| ISHARES TR | DSI | ESG MSCI KLD ETF | $8,141,718 | 57,179 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,394,582 | 19,983 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $3,821,584 | 39,618 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $3,157,891 | 23,880 | SH | None |
| NUSHARES ETF TR | NULV | NUVEEN ESG LRGVL | $2,231,804 | 44,645 | SH | None |
| APPLE INC | AAPL | COM | $2,145,749 | 7,416 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $2,027,871 | 12,390 | SH | None |
| ISHARES TR | SUSB | ESG AWRE 1 5 YR | $1,896,741 | 75,900 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $1,108,132 | 13,458 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $532,342 | 4,454 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $477,924 | 649 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $424,693 | 3,088 | SH | None |
| MICROSOFT CORP | MSFT | COM | $355,675 | 954 | SH | None |
| FIDELITY COVINGTON TRUST | FTEC | MSCI INFO TECH I | $339,840 | 1,190 | SH | None |
| ELI LILLY & CO | LLY | COM | $315,450 | 263 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $272,510 | 1,073 | SH | None |
| CATERPILLAR INC | CAT | COM | $270,485 | 254 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $253,878 | 2,320 | SH | None |
| COCA COLA CO | KO | COM | $245,435 | 3,020 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.