Strategic Investment Advisors / MI: 13F holdings
CIK 17605402026Q2
| Positions | 398 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 398 (+12 vs prior quarter) |
|---|
| Reported value | $1.7bn (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 313,430 | $215.3m | 13.0% |
| MGK VANGUARD WORLD FD | 1,193,303 | $104.9m | 6.3% |
| IEFA ISHARES TR | 954,688 | $92.2m | 5.6% |
| VUG VANGUARD INDEX FDS | 896,392 | $77.2m | 4.7% |
| VEA VANGUARD TAX-MANAGED FDS | 1,034,721 | $73.7m | 4.5% |
| MGV VANGUARD WORLD FD | 442,676 | $72.4m | 4.4% |
| VTV VANGUARD INDEX FDS | 258,148 | $56.3m | 3.4% |
| IEMG ISHARES INC | 614,356 | $50.9m | 3.1% |
| SHY ISHARES TR | 458,650 | $37.7m | 2.3% |
| BIL SPDR SERIES TRUST | 366,203 | $33.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1760540")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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