StockDriftsStockDriftsTop 49 Strategic Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPLG | SPDR SERIES TRUST PORTFOLIO S&P 500 ETF | 7.52% | 103.5K | $4K | new | — | 2022-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF | 6.06% | 27.5K | $3K | new | — | 2022-09-30 | |
| ESGU | ISHARES TRUST ESG AWARE MSCI USA ETF | 4.94% | 35.9K | $3K | new | — | 2022-09-30 | |
| QQQ | INVESCO QQQ TRUST UNIT SER 1 ETF | 4.46% | 9.6K | $3K | new | — | 2022-09-30 | |
| AAPL | APPLE INC COM | 4.18% | 17.5K | $2K | new | — | 2022-09-30 | |
| VEA | VANGUARD FTSE DEVELOPED MKTS ETF | 3.59% | 57.0K | $2K | new | — | 2022-09-30 | |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 3.16% | 19.9K | $2K | new | — | 2022-09-30 | |
| IJR | ISHARES TRUST CORE S&P SCP ETF | 3.15% | 20.8K | $2K | new | — | 2022-09-30 | |
| DFEB | FIRST TR EXCHANGE TRADED FD VI US EQUITY DEEP BUFFER ETF | 2.98% | 52.7K | $2K | new | — | 2022-09-30 | |
| NEAR | ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF | 2.47% | 1.1K | $1K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Strategic Asset Management, Llc reports $57.75K in US-listed equity holdings across 613 positions in its most recent 13F filing. Its largest disclosed positions are SPLG (7.5%), RSP (6.1%) and ESGU (4.9%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Strategic Asset Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1888541). View Strategic Asset Management, Llc’s 13F filings on SEC