Strategic Investment Management, LLC
Annual return '25
+19.7%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$478.9M
Holdings
14
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD S&P500 ETF
Held since at least Q1 2024
38.1%
02
$IWV
ISHARES RUSSELL 3000 INDEX
Held since at least Q1 2024
13.4%
03
$BBCA
JPMorgan BetaBuilders Canada ETF
Held since at least Q1 2024
13.1%
04
$GSG
ISHARES S&P GSCI COMMODITY I
Held since at least Q1 2024
9.5%
05
$IEFA
MSCI EAFE ETF (iShares Core)
Held since at least Q1 2024
6.3%
06
$GQ9
SPDR GOLD TRUST
Held since at least Q1 2024
6.1%
07
$IEMG
MSCI Emerging Markets ETF (iShares Core)
Held since at least Q1 2024
5.0%
08
$JNK
SPDR BARCLAYS CAPITAL HIGH
Held since at least Q1 2024
3.2%
09
$TDTT
TDTT US Equity
Held since at least Q1 2024
2.4%
10
$SPY
SPDR S&P 500 ETF TRUST
Q4 2025: New position (11.2k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:18 UTC.