Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strategic Investment Advisors / MI (CIK 1760540) reported $1.45B across 386 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($160.0M, 11.05%), MGK ($86.4M, 5.97%), IEFA ($73.4M, 5.07%), VEA ($66.3M, 4.58%), VUG ($65.5M, 4.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $160.0M | 11.05% | 267,576 | Added |
| 2 | MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | $86.4M | 5.97% | 235,025 | Added |
| 3 | IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $73.4M | 5.07% | 810,685 | Added |
| 4 | VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $66.3M | 4.58% | 1.0M | Added |
| 5 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $65.5M | 4.52% | 149,896 | Added |
| 6 | MGV | VANGUARD MEGA CAP VALUE INDEX FUND | $63.0M | 4.35% | 434,386 | Added |
| 7 | VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $50.5M | 3.49% | 257,162 | Added |
| 8 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $36.8M | 2.54% | 527,810 | Added |
| 9 | BIL | SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF | $36.3M | 2.51% | 396,426 | Added |
| 10 | SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | $26.6M | 1.83% | 321,540 | Added |
| 11 | AAPL | APPLE INC | $25.6M | 1.77% | 100,915 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $24.4M | 1.69% | 452,200 | Added |
| 13 | GOVT | ISHARES TR US TREAS BD ETF | $24.3M | 1.68% | 1.1M | Added |
| 14 | BKLN | INVESCO EXCH TRADED FD TR II SR LN ETF | $23.9M | 1.65% | 1.2M | Added |
| 15 | VBR | VANGUARD SMALL CAP VALUE ETF | $22.9M | 1.58% | 105,370 | Added |
| 16 | IGSB | ISHARES TR ISHS 1-5YR INVS | $22.8M | 1.57% | 433,264 | Added |
| 17 | VOE | VANGUARD MID-CAP VALUE INDEX FUND | $22.1M | 1.53% | 120,022 | Added |
| 18 | USIG | ISHARES TR USD INV GRDE ETF | $21.9M | 1.51% | 426,907 | Added |
| 19 | VXF | VANGUARD EXTENDED MARKETS INDEX FUND | $20.9M | 1.45% | 101,704 | Added |
| 20 | NVDA | NVIDIA CORPORATION COM | $20.8M | 1.44% | 119,290 | Added |
| 21 | VB | VANGUARD SMALL-CAP INDEX FUND | $19.8M | 1.37% | 75,521 | Added |
| 22 | VMBS | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | $18.8M | 1.30% | 401,252 | Added |
| 23 | VOT | VANGUARD MID-CAP GROWTH INDEX FUND | $15.4M | 1.06% | 59,617 | Added |
| 24 | MSFT | MICROSOFT CORP | $15.3M | 1.06% | 41,426 | Added |
| 25 | GOOGL | ALPHABET INC CAP STK CL A | $15.2M | 1.05% | 52,738 | Added |
Source: SEC Form 13F filings · as of 2026-03-31