account_balance
Investment manager · 13F filer · SEC CIK 1760540
Strategic Investment Advisors
Reported value$1.67Bas of Sep 30, 2026
Positions393 31 new, 36 sold out
Top 10 weight53.6%VOO alone is 16%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index Funds S&P 500 ETF Usd
15.7%Added +19%
MGKVanguard World Funds Vanguard Morningstar Mega Cap Growth ETF
6.8%Added +2%
IEFAiShares Trust Core MSCI EAFE ETF
6.5%Added +16%
VUGVanguard Index Funds Vanguard Morningstar Growth ETF
4.6%Trimmed −4%
MGVVanguard World Funds Vanguard Morningstar Mega Cap Value ETF
4.2%
VEAVanguard Developed Markets Index Fund ETF
4.2%Trimmed −4%
IEMGiShares Core MSCI Emerging Markets ETF
3.5%Added +18%
VTVVanguard Index Funds Vanguard Morningstar Value ETF
3.2%Trimmed −4%
SHYiShares Trust 1-3 Year Treasury Bond ETF
2.9%+31%
BILSPDR Series Trust State Street Bloomberg 1-3 Month T-Bill ETF
1.9%
AAPLApple Inc.
1.9%
VXFVanguard Extended Markets Index Fund
1.8%
VOOVanguard Index Funds S&P 500 ETF Usd
15.7%Added +19%
MGKVanguard World Funds Vanguard Morningstar Mega Cap Growth ETF
6.8%
IEFAiShares Trust Core MSCI EAFE ETF
6.5%
VUGVanguard Index Funds Vanguard Morningstar Growth ETF
4.6%
MGVVanguard World Funds Vanguard Morningstar Mega Cap Value ETF
4.2%
VEAVanguard Developed Markets Index Fund ETF
4.2%−4%
IEMGiShares Core MSCI Emerging Markets ETF
3.5%
VTVVanguard Index Funds Vanguard Morningstar Value ETF
3.2%
SHY2.9%
BIL
AAPLVXF1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index Funds S&P 500 ETF Usd 15.7% Added +19%
MGK Vanguard World Funds Vanguard Morningstar Mega Cap Growth ETF 6.8% Added +2%
IEFA iShares Trust Core MSCI EAFE ETF 6.5% Added +16%
VUG Vanguard Index Funds Vanguard Morningstar Growth ETF 4.6% Trimmed −4%
MGV Vanguard World Funds Vanguard Morningstar Mega Cap Value ETF 4.2% Held
VEA Vanguard Developed Markets Index Fund ETF 4.2% Trimmed −4%
IEMG iShares Core MSCI Emerging Markets ETF 3.5% Added +18%
VTV Vanguard Index Funds Vanguard Morningstar Value ETF 3.2% Trimmed −4%
SHY iShares Trust 1-3 Year Treasury Bond ETF 2.9% Added +31%
BIL SPDR Series Trust State Street Bloomberg 1-3 Month T-Bill ETF 1.9% Trimmed −4%
AAPL Apple Inc. 1.9% Trimmed −5%VXF Vanguard Extended Markets Index Fund 1.8% Added +12%
What changed
Biggest moves since Jun 30, 2026
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