Strategic Investment Advisors / MI
All holdings · as of Dec 31, 2025
| 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% |
| iShares MSCI UAE ETF | $11.44M | 1.0% |
| VANGUARD SCOTTSDALE FDS | $10.98M | 0.9% |
| ISHARES TR | $9.16M | 0.8% |
| VANGUARD CHARLOTTE FDS | $9.12M | 0.8% |
| ISHARES TR | $8.80M | 0.8% |
| SPDR SERIES TRUST | $8.70M | 0.8% |
| iShares MSCI UAE ETF | $8.62M | 0.7% |
| Broadcom Inc. | $8.48M | 0.7% |
| VANGUARD INDEX FDS | $8.41M | 0.7% |
| VANGUARD INDEX FDS | $7.87M | 0.7% |
| iShares MSCI UAE ETF | $7.71M | 0.7% |
| ISHARES INC | $7.55M | 0.7% |
| Meta Platforms Inc | $7.31M | 0.6% |
| Amazon.com Inc | $6.77M | 0.6% |
| JPMORGAN CHASE & CO | $6.06M | 0.5% |
| ISHARES TR | $5.59M | 0.5% |
| Synchrony Financial | $5.33M | 0.5% |
| FOX CORP | $5.07M | 0.4% |
| SPDR SERIES TRUST | $4.88M | 0.4% |
| PIMCO ETF TR | $4.67M | 0.4% |
| AT&T INC. | $4.37M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $4.34M | 0.4% |
| Newmont Corp | $4.11M | 0.4% |
| SPDR SERIES TRUST | $4.03M | 0.3% |
| United Therapeutics Corp | $3.95M | 0.3% |