Notify me when Strategic Point Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 37 | $723,162,762 | +$31,289,386 | -$3,282,598 | +$28,006,788 | SPY, IEI, IVV, ITOT, IVE | 13F-HR | 15 Jan 2026, 13:10 |
| Q3 2025 | 34 | $696,351,646 | +$9,133,854 | -$949,363 | +$8,184,491 | SPY, IEI, IVV, ITOT, IVE | 13F-HR | 02 Dec 2025, 15:08 |
| Q2 2025 | 34 | $648,440,011 | +$5,484,933 | -$3,023,444 | +$2,461,489 | SPY, IEI, IVV, ITOT, IVE | 13F-HR | 25 Jul 2025, 10:49 |
| Q1 2025 | 35 | $600,364,687 | +$523,954 | -$6,712,505 | -$6,188,551 | SPY, IEI, IVV, IVE, ITOT | 13F-HR | 21 Apr 2025, 14:33 |
| Q4 2024 | 34 | $613,528,484 | +$54,065,442 | -$41,723,834 | +$12,341,608 | SPY, IEI, IVV, IVE, ITOT | 13F-HR | 23 Jan 2025, 14:14 |
| Q3 2024 | 34 | $606,190,502 | +$22,335,880 | -$5,035,619 | +$17,300,261 | SPY, IVV, IEI, IVE, ITOT | 13F-HR | 15 Oct 2024, 11:54 |
| Q2 2024 | 34 | $558,309,498 | +$368,698 | -$3,219,375 | -$2,850,677 | SPY, IVV, IEI, IVE, ITOT | 13F-HR | 06 Aug 2024, 10:51 |
| Q1 2024 | 33 | $550,912,965 | +$31,130,777 | -$28,805,787 | +$2,324,990 | SPY, IVV, IEI, IVE, ITOT | 13F-HR | 14 May 2024, 12:14 |
| Q4 2023 | 33 | $517,411,218 | +$32,474,522 | -$26,315,897 | +$6,158,625 | SPY, IVE, IVV, IEI, ITOT | Restatement | 12 Feb 2024, 15:31 |
| Q3 2023 | 34 | $468,463,277 | +$7,515,560 | -$9,491,284 | -$1,975,724 | SPY, IVE, IVV, ITOT, IEI | 13F-HR | 01 Nov 2023, 14:41 |
| Q2 2023 | 34 | $487,587,807 | +$41,724,652 | -$22,141,905 | +$19,582,747 | SPY, IVE, IVV, ITOT, IEI | 13F-HR | 14 Aug 2023, 12:08 |
| Q1 2023 | 31 | $449,491,739 | +$33,828,446 | -$20,843,004 | +$12,985,442 | SPY, IVE, IVV, ITOT, CCOR | 13F-HR | 28 Apr 2023, 11:26 |
| Q4 2022 | 30 | $415,551,000 | +$48,437,238 | -$18,812,444 | +$29,624,794 | SPY, IVE, IVV, ITOT, IEF | 13F-HR | 01 Feb 2023, 14:56 |
| Q3 2022 | 29 | $357,380,000 | +$28,701,207 | -$8,720,914 | +$19,980,293 | SPY, IVE, IVV, ITOT, IAU | 13F-HR | 02 Nov 2022, 10:32 |
| Q2 2022 | 28 | $359,863,000 | +$20,242,557 | -$40,827,802 | -$20,585,245 | SPY, IVE, IVV, ITOT, IAU | 13F-HR | 12 Aug 2022, 16:36 |
| Q1 2022 | 29 | $437,722,000 | +$41,693,340 | -$26,106,981 | +$15,586,359 | SPY, IVE, IVV, ITOT, QUAL | 13F-HR | 11 May 2022, 14:35 |
| Q4 2021 | 24 | $443,183,000 | +$8,051,356 | -$6,508,833 | +$1,542,523 | SPY, IVV, ITOT, USMV, QUAL | 13F-HR | 08 Feb 2022, 16:17 |
| Q3 2021 | 27 | $408,141,000 | +$1,862,190 | -$2,709,864 | -$847,674 | SPY, IVV, ITOT, USMV, QUAL | 13F-HR | 12 Nov 2021, 09:28 |
| Q2 2021 | 30 | $411,279,000 | +$37,251,200 | -$28,923,120 | +$8,328,080 | SPY, IVV, ITOT, USMV, QUAL | 13F-HR | 19 Jul 2021, 13:32 |
| Q1 2021 | 26 | $377,625,000 | +$12,622,267 | -$7,721,758 | +$4,900,509 | SPY, ITOT, USMV, IVV, QUAL | 13F-HR | 11 May 2021, 12:40 |
| Q4 2020 | 24 | $360,763,000 | +$31,860,321 | -$14,163,787 | +$17,696,534 | SPY, USMV, IVV, ITOT, IAU | 13F-HR | 03 Feb 2021, 17:27 |
| Q3 2020 | 23 | $314,557,000 | +$2,755,630 | -$2,377,045 | +$378,585 | SPY, USMV, IAU, IVV, ITOT | Restatement | 13 Nov 2020, 13:24 |
| Q2 2020 | 23 | $305,747,000 | +$45,154,899 | -$21,208,892 | +$23,946,007 | SPY, USMV, IAU, IVV, ITOT | 13F-HR | 29 Jul 2020, 12:54 |
| Q1 2020 | 24 | $233,222,000 | +$33,652,128 | -$23,854,972 | +$9,797,156 | SPY, USMV, ITOT, IAU, IVV | 13F-HR | 11 May 2020, 15:51 |
| Q4 2019 | 24 | $273,753,000 | +$8,047,132 | -$10,362,803 | -$2,315,671 | SPY, ITOT, IVV, IXUS, VO | 13F-HR | 08 Jan 2020, 14:42 |
| Q3 2019 | 22 | $255,630,000 | +$21,532,114 | -$3,470,526 | +$18,061,588 | SPY, ITOT, IVV, VO, IXUS | 13F-HR | 28 Oct 2019, 16:29 |
| Q2 2019 | 17 | $235,756,000 | +$24,870,877 | -$18,931,702 | +$5,939,175 | SPY, ITOT, IVV, VO, IXUS | 13F-HR | 14 Aug 2019, 12:39 |
| Q1 2019 | 17 | $222,745,000 | $0 | -$16,653,787 | -$16,653,787 | SPY, ITOT, IVV, VO, IVE | 13F-HR | 16 May 2019, 14:23 |
| Q4 2018 | 17 | $211,284,000 | +$1,691,897 | -$14,103,127 | -$12,411,230 | SPY, ITOT, IVV, VO, IVE | 13F-HR | 29 Jan 2019, 12:21 |
| Q3 2018 | 18 | $260,778,027 | +$12,902,232 | -$21,556,203 | -$8,653,971 | SPY, ITOT, IVV, VO, IVE | 13F-HR | 09 Nov 2018, 11:11 |
| Q2 2018 | 18 | $254,994,000 | +$18,409,284 | -$12,479,619 | +$5,929,665 | SPY, XLK, VO, ITOT, AAXJ | 13F-HR | 08 Aug 2018, 16:03 |
| Q1 2018 | 19 | $243,700,000 | +$17,425,655 | -$26,516,021 | -$9,090,366 | SPY, XLK, VO, AAXJ, IVE | 13F-HR | 19 Apr 2018, 13:51 |
| Q4 2017 | 19 | $255,352,000 | +$5,305,475 | -$32,938,919 | -$27,633,444 | SPY, IVE, XLK, VO, AAXJ | 13F-HR | 24 Jan 2018, 16:46 |
| Q3 2017 | 19 | $268,499,000 | +$3,373,628 | -$1,843,921 | +$1,529,707 | SPY, XLK, IVE, VO, AAXJ | 13F-HR | 06 Nov 2017, 12:30 |
| Q2 2017 | 19 | $256,569,000 | +$23,385,558 | -$14,043,377 | +$9,342,181 | SPY, XLK, IVE, VO, AAXJ | 13F-HR | 03 Aug 2017, 10:30 |
| Q1 2017 | 16 | $242,281,654 | +$1,298,972 | -$15,299,730 | -$14,000,758 | SPY, XLK, VO, IVE, VHT | 13F-HR | 11 May 2017, 16:19 |
| Q4 2016 | 14 | $243,954,000 | +$52,362,686 | -$38,142,582 | +$14,220,104 | SPY, XLK, IVE, VO, VHT | 13F-HR | 10 Feb 2017, 10:14 |
| Q3 2016 | 12 | $229,191,000 | +$7,438,165 | -$8,032,918 | -$594,753 | SPY, XLK, VNQ, VO, VHT | 13F-HR | 09 Nov 2016, 16:50 |
| Q2 2016 | 12 | $223,874,000 | +$20,787,147 | -$23,970,627 | -$3,183,480 | SPY, XLK, VNQ, XLP, VHT | 13F-HR | 21 Jul 2016, 10:20 |
| Q1 2016 | 11 | $222,578,000 | +$7,980,339 | -$19,577,000 | -$11,596,661 | SPY, XLK, HEFA, VNQ, XLP | 13F-HR | 11 May 2016, 13:58 |
| Q4 2015 | 13 | $233,285,000 | +$7,208,902 | -$2,557,613 | +$4,651,289 | SPY, XLK, HEFA, VHT, VNQ | 13F-HR | 02 Feb 2016, 11:06 |
| Q3 2015 | 11 | $215,615,000 | +$877,967 | -$21,667,239 | -$20,789,272 | SPY, XLK, HEFA, VHT, VO | 13F-HR | 28 Oct 2015, 10:40 |
| Q2 2015 | 12 | $222,985,000 | +$20,504,148 | -$28,862,655 | -$8,358,507 | SPY, HEFA, VHT, SDY, VO | 13F-HR | 10 Aug 2015, 10:56 |
| Q1 2015 | 12 | $265,017,000 | +$27,646,288 | -$481,346 | +$27,164,942 | SPY, SDY, XLK, VNQ, VO | 13F-HR | 20 Apr 2015, 12:38 |
| Q4 2014 | 10 | $233,843,000 | +$3,191,064 | -$6,659,645 | -$3,468,581 | SPY, SDY, XLK, VNQ, VO | 13F-HR | 12 Feb 2015, 13:16 |
| Q3 2014 | 12 | $225,274,000 | +$25,009,178 | -$22,587,048 | +$2,422,130 | SPY, SDY, XLK, VO, XLF | 13F-HR | 12 Nov 2014, 16:34 |
| Q2 2014 | 12 | $222,485,000 | +$13,166,440 | -$1,314,206 | +$11,852,234 | SPY, SDY, XLK, VO, XLI | 13F-HR | 04 Aug 2014, 15:58 |
| Q1 2014 | 12 | $202,417,000 | +$19,086,330 | -$27,563,589 | -$8,477,259 | SPY, SDY, XLK, VO, XLF | 13F-HR | 08 May 2014, 12:31 |
| Q4 2013 | 11 | $207,645,000 | $0 | $0 | $0 | SPY, SDY, XLK, VO, XLF | 13F-HR | 05 Feb 2014, 12:51 |