SPIA
Strategic Point Investment Advisors Portfolio holdings
AUM
$696M
1-Year Est. Return
13.69%
1 Year Est. Return
+13.69%
AUM
$696M
AUM Growth
+$47.9M
(+7.4%)
Holding
35
Top Buys
| 1 | +$1.73M | |
| 2 | +$1.22M | |
| 3 | +$787K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$765K |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$710K |
Top Sells
| 1 | +$549K | |
| 2 | +$201K | |
| 3 | +$160K | |
| 4 |
Microsoft
MSFT
|
+$20.7K |
| 5 |
Apple
AAPL
|
+$11.5K |
Sector Composition
| 1 | Technology | 0.36% |
| 2 | Consumer Staples | 0.03% |
| 3 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares ESG Aware MSCI USA ETF
ESGU
$15.7B
| $1.87M | 0.27% |
12,840
+70
|
|
||
27
Vanguard ESG International Stock ETF
VSGX
$5.86B
| $946K | 0.14% |
13,643
|
|
||
|
28
Microsoft
MSFT
$3.41T
| $498K | 0.07% |
961
-40
|
|
||
29
Invesco QQQ Trust
QQQ
$408B
| $385K | 0.06% |
642
+47
|
|
||
30
iShares S&P 500 Growth ETF
IVW
$66.6B
| $348K | 0.05% |
2,880
|
|
||
31
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
| $322K | 0.05% |
1,450
-30
|
|
||
32
iShares TIPS Bond ETF
TIP
$13.8B
| $258K | 0.04% |
2,320
|
|
||
33
Coca-Cola
KO
$307B
| $224K | 0.03% |
3,380
|
|
||
34
Vanguard Information Technology ETF
VGT
$113B
| $221K | 0.03% |
+296
|
|
||
35
Eli Lilly
LLY
$961B
| – | – |
-258
|
|