Data as of Q4 2025 (Dec 31, 2025)

STRATEGIC INVESTMENT MANAGEMENT, LLC

•CIK: 846633•Filing: Q4 2025

**STRATEGIC INVESTMENT MANAGEMENT, LLC** manages $197M across a focused portfolio of 13 positions. The strategy exhibits significant fixed-income and international exposure, anchored by substantial allocations to AGG ($34.4M) and BBCA ($33.2M). Further diversification is evident through core international holdings in IEMG ($29.9M) and IEFA ($25.7M). The portfolio maintains a tactical tilt across various sectors, including credit (JNK, $7.8M) and broad market indices (SPY, $4.0M).

Total AUM
$197.3M
QoQ Performance
+6.7%
Positions
13
Top 10 Concentration
99.6%
Latest Filing
Q4 2025

Top Holdings Allocation

AGG
BBCA
IEMG
IEFA
GSG
IWV
GQ9
AGG17.4%
BBCA16.8%
IEMG15.1%
IEFA13.0%
GSG11.1%
IWV9.4%
GQ97.9%
JNK3.9%

📈 Biggest Buys

BBCA
JPMorgan BetaBuilders Canada ETF
+58.5%
16.8% of portfolio
IEFA
MSCI EAFE ETF (iShares Core)
+23.0%
13.0% of portfolio

📉 Biggest Sells

IWV
ISHARES RUSSELL 3000 INDEX
-23.5%
9.4% of portfolio
IEMG
MSCI Emerging Markets ETF (iShares Core)
-7.6%
15.1% of portfolio
IWM
ISHARES RUSSELL 2000
-68.6%
0.1% of portfolio

Sector Breakdown

Other97.9%
ETF2.1%

🚪 Exited Positionssold since Q3 2025

EMXC
iShares MSCI Emerging Markets ex-China Index
SOLD
$378.1K

Changes from Q3 2025

↑2 increased
↓3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AGG17.4%
ISHARES CORE U.S. AGGREGATE
$34.4M
BBCA16.8%
JPMorgan BetaBuilders Canada ETF
$33.2M
IEMG15.1%
MSCI Emerging Markets ETF (iShares Core)
$29.9M
IEFA13.0%
MSCI EAFE ETF (iShares Core)
$25.7M
GSG11.1%
ISHARES S&P GSCI COMMODITY I
$21.9M

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