Strategic Investment Management, LLC Top Holdings and 13F Report (2025) About Strategic Investment Management, LLCInvestment ActivityStrategic Investment Management, LLC has $289.99 million in total holdings as of December 31, 2024.Strategic Investment Management, LLC owns shares of 20 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 69.10% of the portfolio was purchased this quarter.About 0.14% of the portfolio was sold this quarter.This quarter, Strategic Investment Management, LLC has purchased 11 new stocks and bought additional shares in 6 stocks.Strategic Investment Management, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $47,960,937iShares Russell 3000 ETF $44,542,489iShares Core U.S. Aggregate Bond ETF $33,372,360iShares Core MSCI Emerging Markets ETF $33,159,857iShares Core MSCI EAFE ETF $27,523,054 Largest New Holdings this Quarter iShares Core U.S. Aggregate Bond ETF $33,372,360 HoldingSPDR Bloomberg High Yield Bond ETF $17,441,414 HoldingSPDR S&P Global Natural Resources ETF $8,230,304 HoldingiShares Global Infrastructure ETF $6,855,995 HoldingSPDR Dow Jones REIT ETF $3,009,793 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 81,060 shares (about $47.72M)iShares Russell 3000 ETF 116,741 shares (about $39.02M)iShares Core U.S. Aggregate Bond ETF 344,400 shares (about $33.37M)iShares Core MSCI Emerging Markets ETF 369,950 shares (about $19.32M)SPDR Bloomberg High Yield Bond ETF 182,690 shares (about $17.44M) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 7,460 shares (about $413.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$47,960,937$47,718,401 ▲19,674.8%81,47216.5%ETFIWViShares Russell 3000 ETF$44,542,489$39,020,679 ▲706.7%133,26115.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$33,372,360$33,372,360 ▲New Holding344,40011.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$33,159,857$19,318,789 ▲139.6%635,00311.4%ETFIEFAiShares Core MSCI EAFE ETF$27,523,054$17,056,956 ▲163.0%391,6209.5%ETFGSGiShares S&P GSCI Commodity-Indexed Trust$20,527,151$953,744 ▲4.9%942,9107.1%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$18,071,710$413,657 ▼-2.2%325,9106.2%ManufacturingJNKSPDR Bloomberg High Yield Bond ETF$17,441,414$17,441,414 ▲New Holding182,6906.0%FinanceGLDSPDR Gold Shares$11,191,249$3,978,196 ▲55.2%46,2203.9%FinanceGNRSPDR S&P Global Natural Resources ETF$8,230,304$8,230,304 ▲New Holding165,4002.8%ETFIGFiShares Global Infrastructure ETF$6,855,995$6,855,995 ▲New Holding131,1652.4%ManufacturingFLJPFranklin FTSE Japan ETF$6,538,8160.0%228,5502.3%ETFSPYSPDR S&P 500 ETF Trust$4,278,3840.0%7,3001.5%FinanceRWRSPDR Dow Jones REIT ETF$3,009,793$3,009,793 ▲New Holding30,4451.0%ETFIWMiShares Russell 2000 ETF$2,567,5550.0%11,6200.9%FinanceBNDVanguard Total Bond Market ETF$1,570,514$1,570,514 ▲New Holding21,8400.5%ETFVLUEiShares MSCI USA Value Factor ETF$1,288,4420.0%12,2000.4%ETFRWXSPDR Dow Jones International Real Estate ETF$1,113,984$1,113,984 ▲New Holding48,3500.4%ETFVTIVanguard Total Stock Market ETF$562,231$562,231 ▲New Holding1,9400.2%ETFVEAVanguard FTSE Developed Markets ETF$186,020$186,020 ▲New Holding3,8900.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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