69 is the total number of securities Strategic Point Investment Advisors, LLC has owned. The longest Strategic Point Investment Advisors, LLC has owned a single stock is 42 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SPY | Standard & Poor's Dep ... | 42 | 42 | 0.60% | 24.44% | 33.38% | Q2 2013 | Q3 2023 | 42 |
| XLK | Select Sector Technology | 42 | 42 | 0.18% | 9.02% | 55.87% | Q2 2013 | Q3 2023 | 42 |
| VHT | VANGUARD WORLD FDS | 39 | 39 | 0.11% | 4.86% | 9.42% | Q1 2014 | Q3 2023 | 39 |
| TIP | ISHARES TR | 30 | 6 | 0.00% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 36 |
| VTI | Vanguard Total Stock M... | 34 | 34 | 0.09% | 2.95% | 5.06% | Q2 2015 | Q3 2023 | 34 |
| IWF | ISHARES TR | 32 | 32 | 0.06% | 3.04% | 5.55% | Q4 2015 | Q3 2023 | 32 |
| IVE | Ishares Value | 28 | 28 | 0.17% | 6.93% | 10.61% | Q4 2016 | Q3 2023 | 28 |
| ITOT | ISHARES TR | 28 | 28 | 0.05% | 6.61% | 10.42% | Q4 2016 | Q3 2023 | 28 |
| VO | Vanguard MidCap | 27 | 27 | 0.17% | 8.01% | 10.71% | Q3 2013 | Q1 2020 | 27 |
| IVV | ISHARES TR | 27 | 27 | 0.01% | 6.86% | 9.52% | Q1 2017 | Q3 2023 | 27 |
| IVW | ISHARES TR | 26 | 26 | 0.02% | 0.21% | 0.42% | Q2 2017 | Q3 2023 | 26 |
| XLF | SELECT SECTOR SPDR TR | 11 | 6 | 0.08% | 5.79% | 9.13% | Q2 2013 | Q1 2022 | 25 |
| AAXJ | ISHARES TR | 25 | 25 | 0.03% | 3.52% | 7.76% | Q1 2016 | Q1 2022 | 25 |
| IUSG | Ishares US Growth | 22 | 22 | 0.04% | 0.54% | 0.70% | Q2 2017 | Q3 2022 | 22 |
| XLI | SELECT SECTOR SPDR TR | 12 | 1 | 2.52% | 3.55% | 9.00% | Q4 2013 | Q3 2023 | 19 |
| USMV | ISHARES TR | 18 | 18 | 0.62% | 6.36% | 13.60% | Q2 2019 | Q3 2023 | 18 |
| DSI | ISHARES TR | 17 | 17 | 0.66% | 1.01% | 1.27% | Q3 2019 | Q3 2023 | 17 |
| NULV | NUSHARES ETF TR | 17 | 17 | 0.24% | 0.54% | 0.89% | Q3 2019 | Q3 2023 | 17 |
| IXUS | ISHARES TR | 14 | 2 | 0.05% | 3.11% | 7.91% | Q2 2017 | Q3 2023 | 16 |
| CCOR | LISTED FD TR | 15 | 15 | 1.07% | 2.36% | 6.12% | Q1 2020 | Q3 2023 | 15 |
| VNQ | Vanguard REIT | 14 | 14 | 0.08% | 6.82% | 10.18% | Q2 2014 | Q3 2017 | 14 |
| QUAL | ISHARES TR | 14 | 14 | 1.77% | 5.41% | 7.12% | Q2 2020 | Q3 2023 | 14 |
| IJH | ISHARES TR | 13 | 13 | 0.00% | 8.18% | 93.78% | Q1 2017 | Q1 2020 | 13 |
| SUSB | ISHARES TR | 13 | 13 | 0.04% | 0.12% | 0.28% | Q3 2020 | Q3 2023 | 13 |
| AGG | Ishares US Aggregate Bond | 12 | 12 | 0.67% | 4.51% | 6.18% | Q4 2019 | Q3 2022 | 12 |
| ESGV | VANGUARD WORLD FD | 12 | 12 | 0.12% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 12 |
| AAPL | APPLE INC | 7 | 1 | 0.03% | 0.17% | 0.34% | Q3 2020 | Q3 2023 | 11 |
| IAU | ISHARES GOLD TR | 10 | 10 | 4.65% | 5.48% | 6.43% | Q2 2021 | Q3 2023 | 10 |
| RYE | Rydex Equal Weight Energy | 10 | 10 | 0.09% | 3.82% | 5.33% | Q4 2016 | Q1 2019 | 10 |
| IEFA | ISHARES TR | 10 | 10 | 1.64% | 2.87% | 5.66% | Q2 2021 | Q3 2023 | 10 |
| IEF | ISHARES TR | 6 | 4 | 0.04% | 2.19% | 5.74% | Q1 2020 | Q3 2023 | 10 |
| SDY | SPDR S&P Divid ETF | 9 | 9 | 4.27% | 16.65% | 23.04% | Q2 2013 | Q2 2015 | 9 |
| IAU | ISHARES GOLD TRUST | 7 | 2 | 3.24% | 6.70% | 8.93% | Q2 2016 | Q1 2021 | 9 |
| CCOR | Core Alternative ETF | 9 | 9 | 0.07% | 1.15% | 1.51% | Q4 2017 | Q4 2019 | 9 |
| VB | Vanguard SmallCap | 9 | 9 | 0.05% | 0.09% | 0.11% | Q4 2013 | Q4 2015 | 9 |
| PFF | Ishares S&P Pref'd Sto... | 7 | 7 | 4.90% | 18.61% | 98.28% | Q2 2016 | Q4 2017 | 7 |
| XLP | Select Sector Consumer... | 7 | 7 | 3.63% | 8.01% | 9.78% | Q1 2015 | Q3 2016 | 7 |
| VYMI | VANGUARD WHITEHALL FDS | 7 | 7 | 2.99% | 3.29% | 3.77% | Q1 2022 | Q3 2023 | 7 |
| IJS | ISHARES TR | 7 | 7 | 1.03% | 1.18% | 1.34% | Q1 2022 | Q3 2023 | 7 |
| SPYD | SPDR SER TR | 6 | 6 | 2.94% | 3.48% | 4.23% | Q2 2022 | Q3 2023 | 6 |
| ESGE | ISHARES INC | 6 | 6 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q1 2022 | 6 |
| HEFA | Ishares Currency Hedge... | 5 | 5 | 2.96% | 7.91% | 10.83% | Q1 2015 | Q1 2016 | 5 |
| SHV | ISHARES TR | 5 | 5 | 3.77% | 4.21% | 4.93% | Q3 2022 | Q3 2023 | 5 |
| EZU | Ishares MSCI EMU Index | 5 | 5 | 3.57% | 3.76% | 4.01% | Q2 2013 | Q2 2014 | 5 |
| VGSH | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.64% | 0.85% | 1.10% | Q3 2022 | Q3 2023 | 5 |
| COP | CONOCOPHILLIPS | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
| MSFT | MICROSOFT CORP | 3 | 2 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 5 |
| JNJ | JOHNSON & JOHNSON | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 5 |
| SPSB | SPDR SER TR | 4 | 4 | 2.29% | 2.92% | 3.23% | Q4 2022 | Q3 2023 | 4 |
| VSGX | VANGUARD WORLD FD | 2 | 2 | 0.09% | 0.16% | 0.24% | Q3 2019 | Q3 2023 | 4 |
| XLY | Select Sector Consumer... | 3 | 3 | 3.99% | 4.06% | 4.14% | Q2 2013 | Q4 2013 | 3 |
| DXJ | Wisdom Tree Japan Hedged | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2013 | Q1 2014 | 3 |
| TXN | TEXAS INSTRS INC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q3 2020 | 3 |
| KO | COCA COLA CO | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 3 |
| IEI | ISHARES TR | 2 | 2 | 5.35% | 5.47% | 5.60% | Q2 2023 | Q3 2023 | 2 |
| DIA | DIAMONDS TR UNIT SER 1 | 2 | 2 | 3.69% | 3.86% | 4.02% | Q2 2013 | Q3 2013 | 2 |
| NUMV | NuShares ESG MidValue | 2 | 2 | 0.24% | 0.26% | 0.29% | Q3 2019 | Q4 2019 | 2 |
| SO | SOUTHERN CO | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
| VEA | Vanguard Developed Mkts | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 2 |
| XLE | Select Sector Energy | 1 | 1 | 3.54% | 3.54% | 3.54% | Q2 2013 | Q2 2013 | 1 |
| VEU | Vanguard All-World ex-US | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2014 | Q3 2014 | 1 |
| ESGU | ISHARES TR | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
| NUMG | NUSHARES ETF TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
| GDX | Market Vectors Gold Mi... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
| XLFS | Select Sector Financia... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
| VYM | Vanguard High Dividend... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
| GOOGL | ALPHABET INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including Standard & Poor's Dep Receipt SPDR's, Select Sector Technology, and VANGUARD WORLD FDS, are the highest-conviction holdings of Strategic Point Investment Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Strategic Point Investment Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Strategic Point Investment Advisors, LLC owns currently or has owned in the past.