Notify me when Strategic Investment Advisors / MI files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 240 | $1,156,391,745 | +$135,653,342 | -$27,155,581 | +$108,497,761 | VOO, MGK, IEFA, VEA, VUG | 13F-HR | 17 Feb 2026, 12:13 |
| Q3 2025 | 265 | $545,853,563 | +$22,689,211 | -$171,539,319 | -$148,850,108 | VEA, VUG, VTV, IEMG, AAPL | Restatement | 17 Dec 2025, 14:47 |
| Q2 2025 | 238 | $1,028,634,294 | +$98,068,501 | -$87,872,971 | +$10,195,530 | VOO, SHY, MGK, VEA, VUG | 13F-HR | 14 Aug 2025, 18:22 |
| Q1 2025 | 236 | $943,708,255 | +$71,872,064 | -$49,401,941 | +$22,470,123 | VOO, VEA, MGK, VUG, VTV | 13F-HR | 23 Apr 2025, 10:47 |
| Q4 2024 | 237 | $941,471,187 | +$87,297,341 | -$54,148,796 | +$33,148,545 | VOO, VUG, MGK, VEA, VTV | 13F-HR | 22 Jan 2025, 08:54 |
| Q3 2024 | 239 | $912,842,508 | +$115,410,260 | -$57,912,883 | +$57,497,377 | VOO, VUG, VEA, MGK, VTV | 13F-HR | 21 Oct 2024, 12:30 |
| Q2 2024 | 234 | $820,334,176 | +$69,401,992 | -$32,460,873 | +$36,941,119 | VOO, VUG, VEA, SHY, MGK | 13F-HR | 22 Jul 2024, 18:25 |
| Q1 2024 | 241 | $779,300,610 | +$82,794,441 | -$46,546,212 | +$36,248,229 | VOO, VUG, VEA, SHY, MGK | 13F-HR | 22 Apr 2024, 17:49 |
| Q4 2023 | 233 | $692,816,817 | +$122,330,511 | -$90,793,143 | +$31,537,368 | VOO, VUG, VEA, MGK, VTV | 13F-HR | 10 Jan 2024, 17:07 |
| Q3 2023 | 231 | $607,171,905 | +$175,141,974 | -$261,415,840 | -$86,273,866 | SHY, VOO, VUG, VEA, MGK | 13F-HR | 24 Oct 2023, 17:35 |
| Q2 2023 | 186 | $720,896,309 | +$319,081,608 | -$174,147,568 | +$144,934,040 | VOO, MGK, VUG, VEA, VTV | 13F-HR | 14 Aug 2023, 16:15 |
| Q1 2023 | 235 | $552,838,396 | +$97,035,071 | -$51,063,557 | +$45,971,514 | SHY, VOO, TLT, MGK, VEA | 13F-HR | 27 Apr 2023, 14:24 |
| Q4 2022 | 227 | $482,318,157 | +$90,399,192 | -$78,532,996 | +$11,866,196 | TLT, VOO, VEA, MGV, MGK | 13F-HR | 19 Jan 2023, 19:24 |
| Q3 2022 | 172 | $443,844,000 | +$66,594,792 | -$94,108,270 | -$27,513,478 | SHY, VOO, VEA, VUG, TLT | 13F-HR | 27 Oct 2022, 16:03 |
| Q2 2022 | 203 | $500,483,000 | +$44,023,764 | -$8,493,239 | +$35,530,525 | SHY, VOO, VEA, TIP, VUG | 13F-HR | 15 Aug 2022, 17:23 |
| Q1 2022 | 188 | $529,391,000 | +$123,293,668 | -$86,278,471 | +$37,015,197 | SHY, VOO, VUG, VEA, TIP | 13F-HR | 28 Apr 2022, 16:15 |
| Q4 2021 | 189 | $517,380,000 | +$75,160,299 | -$37,470,288 | +$37,690,011 | TLT, VOO, SHY, LQD, VUG | 13F-HR | 26 Jan 2022, 14:40 |
| Q3 2021 | 179 | $456,186,000 | +$44,180,147 | -$20,365,806 | +$23,814,341 | TLT, VOO, LQD, MGK, BNDX | 13F-HR | 19 Oct 2021, 13:31 |
| Q2 2021 | 184 | $435,003,000 | +$101,126,093 | -$69,627,799 | +$31,498,294 | TLT, VOO, LQD, MGK, BNDX | 13F-HR | 22 Jul 2021, 13:31 |
| Q1 2021 | 192 | $385,295,000 | +$68,334,933 | -$39,597,646 | +$28,737,287 | SHY, VOO, MGK, BNDX, IWB | 13F-HR | 14 Apr 2021, 13:37 |
| Q4 2020 | 187 | $346,952,000 | +$139,220,308 | -$110,383,395 | +$28,836,913 | IWB, MGK, VOO, BNDX, MGV | 13F-HR | 13 Jan 2021, 17:21 |
| Q3 2020 | 177 | $296,081,000 | +$47,189,738 | -$23,455,560 | +$23,734,178 | IWB, EMB, EFA, EEM, VUG | 13F-HR | 14 Oct 2020, 13:57 |
| Q2 2020 | 168 | $264,979,000 | +$50,744,848 | -$31,242,578 | +$19,502,270 | IWB, EMB, EFA, EEM, BSV | 13F-HR | 04 Aug 2020, 12:15 |
| Q1 2020 | 149 | $217,903,000 | +$19,307,973 | -$7,122,957 | +$12,185,016 | IWB, EFA, EMB, EEM, GVI | 13F-HR | 13 Apr 2020, 13:31 |
| Q4 2019 | 161 | $241,946,000 | +$31,867,790 | -$8,169,632 | +$23,698,158 | IWB, EFA, EMB, EEM, RSP | 13F-HR | 22 Jan 2020, 18:16 |
| Q3 2019 | 157 | $208,561,000 | +$34,617,331 | -$10,523,961 | +$24,093,370 | IWB, EFA, EMB, EEM, RSP | 13F-HR | 25 Oct 2019, 10:51 |
| Q2 2019 | 150 | $183,092,000 | +$46,116,399 | -$11,825,862 | +$34,290,537 | IWB, EFA, EMB, EEM, USMV | 13F-HR | 23 Jul 2019, 12:30 |
| Q1 2019 | 133 | $145,834,000 | +$31,038,569 | -$6,656,800 | +$24,381,769 | IWB, EFA, EMB, EEM, USMV | 13F-HR | 30 Apr 2019, 15:50 |
| Q4 2018 | 111 | $111,257,000 | $0 | $0 | $0 | IWB, EFA, EMB, EEM, USMV | 13F-HR | 08 Feb 2019, 14:52 |