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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Strategic Investment Advisors / MI INSTITUTION : Strategic Investment Advisors / MI
Strategic Investment Advisors / MI Portfolio (reported on 2020-04-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (RUS 1000 ETF) IWB 19,498,000 137,767 8.94%
ISHARES TR    (MSCI EAFE ETF) EFA 12,148,000 227,239 5.57%
ISHARES TR    (JPMORGAN USD EMG) EMB 11,093,000 114,741 5.09%
ISHARES TR    (MSCI EMG MKT ETF) EEM 8,590,000 251,688 3.94%
ISHARES TR    (INTRM GOV CR ETF) GVI 6,219,000 54,208 2.85%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 4,875,000 58,017 2.23%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 4,871,000 101,573 2.23%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 4,852,000 145,516 2.22%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 4,669,000 96,287 2.14%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 4,638,000 29,599 2.12%
ISHARES TR    (CORE S&P TTL STK) ISI 4,453,000 77,828 2.04%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 4,217,000 17,807 1.93%
VANGUARD INDEX FDS    (VALUE ETF) VTV 4,133,000 46,405 1.89%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 4,117,000 73,182 1.88%
ISHARES TR    (IBOXX HI YD ETF) HYG 3,851,000 49,965 1.76%
APPLE INC    (COM) AAPL 3,345,000 13,155 1.53%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 3,179,000 64,467 1.45%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 3,149,000 38,318 1.44%
ISHARES TR    (CORE US AGGBD ET) AGG 3,136,000 27,182 1.43%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 3,133,000 63,080 1.43%
ALPS ETF TR    (RIVRFRNT STR INC) RIGS 2,940,000 131,507 1.34%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 2,885,000 52,930 1.32%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 2,822,000 26,444 1.29%
SPDR SER TR    (BLOMBERG BRC INV) FLRN 2,708,000 92,109 1.24%
ISHARES TR    (INTRM TR CRP ETF) CIU 2,639,000 48,045 1.21%
FIRST TR EXCHANGE-TRADED FD    (SENIOR LN FD) FTSL 2,601,000 62,233 1.19%
ISHARES TR    (SH TR CRPORT ETF) CSJ 2,496,000 47,671 1.14%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 2,461,000 82,210 1.12%
INVESCO EXCHANGE TRADED FD T    (DYNMC LRG VALU) 2,208,000 73,295 1.01%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 2,201,000 17,321 1.01%
ISHARES TR    (MBS ETF) MBB 1,923,000 17,416 0.88%
ISHARES TR    (MSCI MIN VOL ETF) USMV 1,827,000 33,830 0.83%
SSGA ACTIVE ETF TR    (BLKSTN GSOSRLN) SRLN 1,807,000 45,169 0.82%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 1,796,000 27,213 0.82%
ISHARES TR    (FLTG RATE NT ETF) FLOT 1,764,000 36,197 0.80%
MICROSOFT CORP    (COM) MSFT 1,744,000 11,057 0.80%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 1,702,000 33,373 0.78%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 1,671,000 58,706 0.76%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 1,625,000 18,195 0.74%
ISHARES TR    (US TREAS BD ETF) GOVT 1,545,000 55,173 0.70%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,537,000 10,385 0.70%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,534,000 45,719 0.70%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,465,000 36,191 0.67%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,442,000 11,678 0.66%
PIMCO ETF TR    (0-5 HIGH YIELD) HYS 1,357,000 15,827 0.62%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,338,000 5,189 0.61%
NEXTERA ENERGY INC    (COM) NEE 1,249,000 5,190 0.57%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 1,233,000 51,516 0.56%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 1,232,000 48,685 0.56%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,218,000 10,554 0.55%
ISHARES TR    (CORE TOTAL USD) IUSB 1,080,000 20,562 0.49%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 995,000 12,376 0.45%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 951,000 31,483 0.43%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 939,000 10,602 0.43%
OSI ETF TR    (OSHARS FTSE US) 911,000 31,384 0.41%
AMGEN INC    (COM) AMGN 871,000 4,295 0.39%
ISHARES TR    (RUSSELL 2000 ETF) IWM 862,000 7,530 0.39%
WISDOMTREE TR    (EUROPE HEDGED EQ) HEDJ 837,000 16,331 0.38%
VERIZON COMMUNICATIONS INC    (COM) VZ 792,000 14,742 0.36%
AT&T INC    (COM) T 789,000 27,068 0.36%
ABBVIE INC    (COM) ABBV 760,000 9,970 0.34%
DTE ENERGY CO    (COM) DTE 751,000 7,908 0.34%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 729,000 35,016 0.33%
ISHARES TR    (CORE MSCI EAFE) IEFA 727,000 14,566 0.33%
J P MORGAN EXCHANGE-TRADED F    (HIGH YLD RESRCH) 663,000 14,972 0.30%
ISHARES TR    (CMBS ETF) CMBS 653,000 12,160 0.29%
PHILIP MORRIS INTL INC    (COM) PM 647,000 8,864 0.29%
PEPSICO INC    (COM) PEP 634,000 5,276 0.29%
JPMORGAN CHASE & CO    (COM) JPM 610,000 6,774 0.27%
ISHARES TR    (1 3 YR TREAS BD) SHY 596,000 6,871 0.27%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 590,000 6,639 0.27%
PFIZER INC    (COM) PFE 579,000 17,728 0.26%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 555,000 4,384 0.25%
MERCK & CO. INC    (COM) MRK 544,000 7,065 0.24%
VISA INC    (COM CL A) V 541,000 3,358 0.24%
SPDR SER TR    (BLOOMBERG BRCLYS) 520,000 5,494 0.23%
KIMBERLY CLARK CORP    (COM) KMB 513,000 4,011 0.23%
MASTERCARD INC    (CL A) MA 498,000 2,061 0.22%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 497,000 5,823 0.22%
GILEAD SCIENCES INC    (COM) GILD 482,000 6,450 0.22%
DOMINION ENERGY INC    (COM) D 482,000 6,683 0.22%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 478,000 5,883 0.21%
SPDR SER TR    (DJ REIT ETF) RWR 471,000 6,523 0.21%
COCA COLA CO    (COM) KO 465,000 10,513 0.21%
DUKE ENERGY CORP NEW    (COM NEW) DUK 451,000 5,577 0.20%
AMAZON COM INC    (COM) AMZN 450,000 231 0.20%
FACEBOOK INC    (CL A) FB 446,000 2,672 0.20%
ISHARES TR    (SHORT TREAS BD) SHV 433,000 3,899 0.19%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 429,000 11,330 0.19%
HOME DEPOT INC    (COM) HD 415,000 2,223 0.19%
FIDELITY NATL INFORMATION SV    (COM) FIS 414,000 3,404 0.18%
BCE INC    (COM NEW) BCE 414,000 10,141 0.18%
CHEVRON CORP NEW    (COM) CVX 413,000 5,695 0.18%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 395,000 7,087 0.18%
INTEL CORP    (COM) INTC 395,000 7,304 0.18%
JOHNSON & JOHNSON    (COM) JNJ 393,000 2,997 0.18%
ABBOTT LABS    (COM) ABT 384,000 4,869 0.17%
LAM RESEARCH CORP    (COM) LRCX 383,000 1,596 0.17%
NATIONAL GRID PLC    (SPONSORED ADR NE) 379,000 6,507 0.17%
EXXON MOBIL CORP    (COM) XOM 374,000 9,841 0.17%
UNITEDHEALTH GROUP INC    (COM) UNH 371,000 1,490 0.17%
BP PLC    (SPONSORED ADR) BP 349,000 14,315 0.16%
ISHARES TR    (USA MOMENTUM FCT) 340,000 3,191 0.15%
CANADIAN IMP BK COMM    (COM) CM 336,000 5,797 0.15%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 330,000 2,197 0.15%
LOWES COS INC    (COM) LOW 330,000 3,830 0.15%
SPDR SER TR    (PORTFLI TIPS ETF) IPE 324,000 11,141 0.14%
NORFOLK SOUTHERN CORP    (COM) NSC 323,000 2,214 0.14%
SOUTHERN CO    (COM) SO 318,000 5,870 0.14%
T MOBILE US INC    (COM) TMUS 314,000 3,748 0.14%
KELLOGG CO    (COM) K 313,000 5,226 0.14%
CISCO SYS INC    (COM) CSCO 309,000 7,869 0.14%
COMCAST CORP NEW    (CL A) CMCSA 308,000 8,955 0.14%
UNITED PARCEL SERVICE INC    (CL B) UPS 303,000 3,244 0.13%
MONDELEZ INTL INC    (CL A) MDLZ 302,000 6,029 0.13%
WALMART INC    (COM) WMT 302,000 2,655 0.13%
BK OF AMERICA CORP    (COM) BAC 300,000 14,131 0.13%
ZEBRA TECHNOLOGIES CORP    (CL A) ZBRA 300,000 1,635 0.13%
CDW CORP    (COM) CDW 300,000 3,218 0.13%
AKAMAI TECHNOLOGIES INC    (COM) AKAM 293,000 3,202 0.13%
PPL CORP    (COM) PPL 287,000 11,625 0.13%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 286,000 13,103 0.13%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 279,000 1,706 0.12%
DISNEY WALT CO    (COM DISNEY) DIS 275,000 2,844 0.12%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 272,000 1 0.12%
EATON CORP PLC    (SHS) ETN 269,000 3,458 0.12%
BEST BUY INC    (COM) BBY 269,000 4,712 0.12%
ALTRIA GROUP INC    (COM) MO 266,000 6,866 0.12%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 264,000 5,428 0.12%
WASTE MGMT INC DEL    (COM) WMI 261,000 2,820 0.11%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 261,000 3,306 0.11%
BRITISH AMERN TOB PLC    (SPONSORED ADR) BTI 252,000 7,379 0.11%
AMERICAN TOWER CORP NEW    (COM) AMT 249,000 1,144 0.11%
ENBRIDGE INC    (COM) ENB 248,000 8,511 0.11%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 244,000 2,692 0.11%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 235,000 10,333 0.10%
D R HORTON INC    (COM) DHI 228,000 6,717 0.10%
AMERICAN EXPRESS CO    (COM) AXP 225,000 2,630 0.10%
EVERSOURCE ENERGY    (COM) ES 224,000 2,864 0.10%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 224,000 16,241 0.10%
HILL ROM HLDGS INC    (COM) HRC 224,000 2,222 0.10%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 223,000 850 0.10%
STERIS PLC    (SHS USD) 222,000 1,587 0.10%
AON PLC    (SHS CL A) AON 221,000 1,341 0.10%
PROLOGIS INC.    (COM) PLD 213,000 2,652 0.09%
SPDR SER TR    (BLOMBRG BRC EMRG) EBND 208,000 8,489 0.09%
HUNTINGTON BANCSHARES INC    (COM) HBAN 142,000 17,332 0.06%
STARWOOD PPTY TR INC    (COM) STWD 126,000 12,300 0.05%
FORD MTR CO DEL    (COM) F 125,000 25,891 0.05%
Total Value As 2020-03-31: 217,903,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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