|
|
Name: |
STRATEGIC POINT INVESTMENT ADVISORS LLC |
City: |
PROVIDENCE |
State: |
RI |
Zip: |
02903 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
17 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
3 |
- |
$523.57 |
$44,886,000 |
93,976 |
8.68% |
4,542,000 |
28 |
0.001 |
Closed - End Fund - E... |
|
IEI |
iShares Barclays 3-7 Year T... |
4 |
- |
$114.42 |
$43,993,000 |
375,589 |
8.5% |
17,751,000 |
143,690 |
0.321 |
Closed - End Fund - E... |
|
SCPB |
Spdr Series Trust Term Corp... |
6 |
- |
$29.60 |
$28,897,000 |
970,347 |
5.58% |
14,048,000 |
463,889 |
0.075 |
Closed - End Fund - Debt |
|
IEFA |
Ishares Core Msci Eafe |
7 |
- |
$0.00 |
$27,455,000 |
390,264 |
5.31% |
2,478,000 |
2,116 |
0.003 |
N/A |
|
IEF |
iShares Lehman 7-10 Year Tr... |
8 |
- |
$92.61 |
$24,784,000 |
257,119 |
4.79% |
1,485,000 |
2,732 |
0.092 |
Closed - End Fund - E... |
|
SHV |
iShares Barclays Short Trea... |
11 |
- |
$110.23 |
$18,918,000 |
171,775 |
3.66% |
129,000 |
1,696 |
0.097 |
Closed - End Fund - E... |
|
VYMI |
Vanguard International High... |
12 |
- |
$0.00 |
$15,595,000 |
234,553 |
3.01% |
1,095,000 |
263 |
0.261 |
N/A |
|
SPYD |
Spdr S&p 500 High Dividend Etf |
13 |
- |
$40.96 |
$15,484,000 |
395,094 |
2.99% |
1,634,000 |
163 |
0.204 |
N/A |
|
IXUS |
Ishares Core Msci Total Int... |
16 |
- |
$68.82 |
$12,784,000 |
196,881 |
2.47% |
984,000 |
190 |
0.005 |
N/A |
|
DSI |
iShares KLD 400 Social Index |
19 |
- |
$99.16 |
$6,027,000 |
66,195 |
1.16% |
773,000 |
1,662 |
0.037 |
Closed - End Fund - E... |
|
VGSH |
Vanguard Scottsdale Funds |
21 |
- |
$57.74 |
$5,229,000 |
89,650 |
1.01% |
87,000 |
372 |
0.01 |
Closed - End Fund - Debt |
|
SUSB |
Ishares Esg 1 To 5 Year Usd... |
23 |
- |
$0.00 |
$1,926,000 |
78,685 |
0.37% |
657,000 |
25,305 |
0.205 |
N/A |
|
NULV |
Nushares Esg Large Cap Valu... |
24 |
- |
$0.00 |
$1,715,000 |
47,759 |
0.33% |
156,000 |
1,360 |
0.019 |
N/A |
|
ESGU |
Ishares Msci Usa Esg Optimized |
26 |
- |
$0.00 |
$1,446,000 |
13,780 |
0.28% |
201,000 |
520 |
0.001 |
N/A |
|
ESGV |
Vanguard Esg Us Stock Etf |
27 |
- |
$0.00 |
$1,371,000 |
16,120 |
0.26% |
203,000 |
590 |
0.043 |
N/A |
|
VSGX |
Vanguard Esg International ... |
28 |
- |
$0.00 |
$511,000 |
9,235 |
0.1% |
71,000 |
515 |
0.035 |
N/A |
|
QQQ |
Invesco QQQ Trust Series I |
33 |
- |
$443.08 |
$206,000 |
504 |
0.04% |
206,000 |
504 |
0 |
Closed - End Fund - Debt |
|