| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Exit | ISHARES CORE S&P 500 ETFetf | $0 | – | -412 | -100.0% | -0.21% | – |
| VLUE | Exit | ISHARES EDGE MSCI USA VALUEetf | $0 | – | -14,220 | -100.0% | -1.50% | – |
| IWV | Exit | ISHARES RUSSELL 3000 INDEXetf | $0 | – | -16,400 | -100.0% | -4.71% | – |
| GDX | Exit | VANECK VECTORS GOLD MINERS Eetf | $0 | – | -132,460 | -100.0% | -4.74% | – |
| SPY | Exit | SPDR S&P 500 ETF TRUSTetf | $0 | – | -10,370 | -100.0% | -5.22% | – |
| IEFA | Exit | MSCI EAFE ETF (iShares Core)etf | $0 | – | -90,000 | -100.0% | -6.76% | – |
| IWM | Exit | ISHARES RUSSELL 2000etf | $0 | – | -36,180 | -100.0% | -7.19% | – |
| IEMG | Exit | MSCI Emerging Markets ETF (iShares Core)etf | $0 | – | -195,833 | -100.0% | -10.97% | – |
| GLD | Exit | SPDR GOLD TRUSTetf | $0 | – | -73,190 | -100.0% | -16.68% | – |
| GSG | Exit | ISHARES S&P GSCI COMMODITY Ietf | $0 | – | -775,770 | -100.0% | -21.00% | – |
| EMXC | Exit | iShares MSCI Emerging Markets ex-China Indexetf | $0 | – | -358,960 | -100.0% | -21.04% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES RUSSELL 3000 INDEX | 42 | Q3 2023 | 35.9% |
| SPDR S&P 500 ETF TRUST | 40 | Q3 2023 | 26.0% |
| UNITED STATES OIL FUND LP | 40 | Q3 2023 | 14.5% |
| ISHARES CORE S&P 500 ETF | 36 | Q3 2023 | 34.7% |
| MSCI Emerging Markets ETF (iShares Core) | 35 | Q3 2023 | 68.5% |
| SP GSCI Commodity Index | 29 | Q3 2023 | 21.0% |
| MSCI EAFE ETF (iShares Core) | 28 | Q3 2023 | 37.3% |
| UNITED STATES COMMODITY INDE | 21 | Q3 2023 | 16.7% |
| VANECK VECTORS GOLD MINERS E | 20 | Q3 2023 | 4.7% |
| ISHARES IBOXX USD HIGH YIELD | 19 | Q3 2023 | 32.8% |
View STRATEGIC INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-01-31 |
View STRATEGIC INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.