Strategic Investment Advisors / MI - Portfolio overview

Strategic Investment Advisors / MI has 419 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FUNDS S&P 500 ETF USD, 10.94%
2. MGK - VANGUARD MEGA CAP GROWTH INDEX FUND, 5.91%
3. IEFA - ISHARES TRUST CORE MSCI EAFE ETF, 5.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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