Institutions / Strategic Investment Advisors / MI
Strategic Investment Advisors / MI
CIK 1760540 · Institution · as of Dec 31, 2025
Portfolio value
$1.16B
Positions
240
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 240 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $143.05M | 12.4% |
| Vanguard World Fd | $76.18M | 6.6% |
| iShares Tr | $64.67M | 5.6% |
| Vanguard Tax-Managed Fds | $63.36M | 5.5% |
| Vanguard Index Fds | $60.78M | 5.3% |
| Vanguard World Fd | $46.88M | 4.1% |
| Vanguard Index Fds | $44.91M | 3.9% |
| iShares Inc | $31.12M | 2.7% |
| SPDR Series Trust | $26.69M | 2.3% |
| Vanguard Intl Equity Index F | $22.74M | 2.0% |
| Apple Inc. | $20.17M | 1.7% |
| Invesco Exch Traded Fd Tr II | $20.12M | 1.7% |
| iShares Tr | $18.91M | 1.6% |
| Vanguard Index Fds | $18.84M | 1.6% |
| Vanguard Index Fds | $18.69M | 1.6% |
| Vanguard Index Fds | $18.54M | 1.6% |
| NVIDIA Corp | $17.25M | 1.5% |
| Vanguard Index Fds | $17.18M | 1.5% |
| Microsoft Corp | $15.78M | 1.4% |
| iShares Tr | $14.63M | 1.3% |
| iShares MSCI UAE ETF | $13.55M | 1.2% |
| Alphabet Inc. | $13.39M | 1.2% |
| Vanguard Index Fds | $13.28M | 1.1% |
| iShares Tr | $12.12M | 1.0% |
| iShares Tr | $11.57M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.