0001754960-20-000055.txt : 20200804 0001754960-20-000055.hdr.sgml : 20200804 20200804121506 ACCESSION NUMBER: 0001754960-20-000055 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200804 DATE AS OF CHANGE: 20200804 EFFECTIVENESS DATE: 20200804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Investment Advisors / MI CENTRAL INDEX KEY: 0001760540 IRS NUMBER: 562650851 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19073 FILM NUMBER: 201072133 BUSINESS ADDRESS: STREET 1: 27555 EXECUTIVE DRIVE STREET 2: SUITE 165 CITY: FARMINGTON HILLS STATE: MI ZIP: 48331 BUSINESS PHONE: 2485676688 MAIL ADDRESS: STREET 1: 27555 EXECUTIVE DRIVE STREET 2: SUITE 165 CITY: FARMINGTON HILLS STATE: MI ZIP: 48331 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001760540 XXXXXXXX 06-30-2020 06-30-2020 Strategic Investment Advisors / MI
27555 EXECUTIVE DRIVE SUITE 165 FARMINGTON HILLS MI 48331
13F HOLDINGS REPORT 028-19073 N
File13F.com Agent 877-588-2679 Aryn Sands Reno NV 08-04-2020 0 168 264979 false
INFORMATION TABLE 2 InformationTableOutput.xml AON PLCSHS CL AG0403H108258 1337 SH SOLE 0 0 1337 EATON CORP PLCSHSG29183103300 3425 SH SOLE 0 0 3425 STERIS PLCSHS USDG8473T100257 1675 SH SOLE 0 0 1675 ALPS ETF TRRIVRFRNT STR INC00162Q7833217 130937 SH SOLE 0 0 130937 AT&T INCCOM00206R102848 28040 SH SOLE 0 0 28040 ABBOTT LABSCOM002824100478 5232 SH SOLE 0 0 5232 ABBVIE INCCOM00287Y1091045 10643 SH SOLE 0 0 10643 ABERDEEN STD GOLD ETF TRPHYSCL GOLD SHS00326A1041840 107342 SH SOLE 0 0 107342 ADOBE INCCOM00724F101336 772 SH SOLE 0 0 772 AKAMAI TECHNOLOGIES INCCOM00971T101352 3288 SH SOLE 0 0 3288 ALPHABET INCCAP STK CL A02079K305542 382 SH SOLE 0 0 382 AMAZON COM INCCOM0231351061214 440 SH SOLE 0 0 440 AMERICAN EXPRESS COCOM025816109258 2714 SH SOLE 0 0 2714 AMERICAN TOWER CORP NEWCOM03027X100265 1024 SH SOLE 0 0 1024 AMGEN INCCOM0311621001049 4448 SH SOLE 0 0 4448 APPLE INCCOM0378331004929 13511 SH SOLE 0 0 13511 AUTOZONE INCCOM053332102256 227 SH SOLE 0 0 227 BCE INCCOM NEW05534B760424 10159 SH SOLE 0 0 10159 BP PLCSPONSORED ADR055622104288 12330 SH SOLE 0 0 12330 BK OF AMERICA CORPCOM060505104334 14062 SH SOLE 0 0 14062 BANK NEW YORK MELLON CORPCOM064058100253 6556 SH SOLE 0 0 6556 BERKSHIRE HATHAWAY INC DELCL A084670108267 1 SH SOLE 0 0 1 BEST BUY INCCOM086516101419 4802 SH SOLE 0 0 4802 BRISTOL-MYERS SQUIBB COCOM110122108529 8992 SH SOLE 0 0 8992 BRITISH AMERN TOB PLCSPONSORED ADR110448107308 7925 SH SOLE 0 0 7925 CDW CORPCOM12514G108366 3152 SH SOLE 0 0 3152 CHEVRON CORP NEWCOM166764100551 6171 SH SOLE 0 0 6171 CISCO SYS INCCOM17275R102741 15898 SH SOLE 0 0 15898 COCA COLA COCOM191216100419 9380 SH SOLE 0 0 9380 COMCAST CORP NEWCL A20030N101336 8619 SH SOLE 0 0 8619 CONOCOPHILLIPSCOM20825C104229 5451 SH SOLE 0 0 5451 D R HORTON INCCOM23331A109366 6602 SH SOLE 0 0 6602 DTE ENERGY COCOM233331107686 6379 SH SOLE 0 0 6379 DOMINION ENERGY INCCOM25746U109539 6635 SH SOLE 0 0 6635 DUKE ENERGY CORP NEWCOM NEW26441C204429 5374 SH SOLE 0 0 5374 EVERSOURCE ENERGYCOM30040W108246 2957 SH SOLE 0 0 2957 EXXON MOBIL CORPCOM30231G102445 9944 SH SOLE 0 0 9944 FACEBOOK INCCL A30303M102608 2677 SH SOLE 0 0 2677 FIDELITY NATL INFORMATION SVCOM31620M106359 2676 SH SOLE 0 0 2676 FIRST TR EXCHANGE-TRADED FDSENIOR LN FD33738D309909 20139 SH SOLE 0 0 20139 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2001875 36288 SH SOLE 0 0 36288 FORD MTR CO DELCOM345370860147 24128 SH SOLE 0 0 24128 GILEAD SCIENCES INCCOM375558103278 3616 SH SOLE 0 0 3616 GLAXOSMITHKLINE PLCSPONSORED ADR37733W105435 10671 SH SOLE 0 0 10671 HOME DEPOT INCCOM437076102579 2310 SH SOLE 0 0 2310 HUNTINGTON BANCSHARES INCCOM446150104157 17337 SH SOLE 0 0 17337 INTEL CORPCOM458140100573 9574 SH SOLE 0 0 9574 INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A8873462 68636 SH SOLE 0 0 68636 INVESCO QQQ TRUNIT SER 146090E1032400 9692 SH SOLE 0 0 9692 INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2412934 82854 SH SOLE 0 0 82854 INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3574413 43371 SH SOLE 0 0 43371 INVESCO EXCHANGE TRADED FD TDYNMC LRG VALU46137V7382678 79850 SH SOLE 0 0 79850 ISHARES TRCORE S&P TTL STK4642871503469 49956 SH SOLE 0 0 49956 ISHARES TRCORE US AGGBD ET4642872263078 26040 SH SOLE 0 0 26040 ISHARES TRMSCI EMG MKT ETF4642872349496 237462 SH SOLE 0 0 237462 ISHARES TRIBOXX INV CP ETF4642872425594 41588 SH SOLE 0 0 41588 ISHARES TRBARCLAYS 7 10 YR464287440354 2909 SH SOLE 0 0 2909 ISHARES TRMSCI EAFE ETF46428746511782 193561 SH SOLE 0 0 193561 ISHARES TRRUS 1000 ETF46428762224489 142643 SH SOLE 0 0 142643 ISHARES TRRUSSELL 2000 ETF4642876551407 9826 SH SOLE 0 0 9826 ISHARES TRJPMORGAN USD EMG46428828114585 133535 SH SOLE 0 0 133535 ISHARES TRIBOXX HI YD ETF4642885134779 58553 SH SOLE 0 0 58553 ISHARES TRMBS ETF4642885882175 19650 SH SOLE 0 0 19650 ISHARES TRINTRM GOV CR ETF4642886126686 56796 SH SOLE 0 0 56796 ISHARES TRINTRM TR CRP ETF4642886381301 21553 SH SOLE 0 0 21553 ISHARES TRSH TR CRPORT ETF4642886463812 69681 SH SOLE 0 0 69681 ISHARES TR10-20 YR TRS ETF464288653269 1606 SH SOLE 0 0 1606 ISHARES TR3 7 YR TREAS BD4642886612624 19628 SH SOLE 0 0 19628 ISHARES TRSHORT TREAS BD4642886793099 27982 SH SOLE 0 0 27982 ISHARES TRUS TREAS BD ETF46429B2671824 65171 SH SOLE 0 0 65171 ISHARES TRCMBS ETF46429B366759 13826 SH SOLE 0 0 13826 ISHARES TRFLTG RATE NT ETF46429B6552220 43881 SH SOLE 0 0 43881 ISHARES TRMSCI MIN VOL ETF46429B697339 5593 SH SOLE 0 0 5593 ISHARES U S ETF TRSHT MAT BD ETF46431W5071571 31404 SH SOLE 0 0 31404 ISHARES TRUSA MOMENTUM FCT46432F396426 3252 SH SOLE 0 0 3252 ISHARES TRCORE MSCI EAFE46432F842937 16401 SH SOLE 0 0 16401 ISHARES INCCORE MSCI EMKT46434G103411 8642 SH SOLE 0 0 8642 ISHARES TR0-5YR HI YL CP46434V407235 5485 SH SOLE 0 0 5485 ISHARES TRCORE TOTAL USD46434V6131126 20725 SH SOLE 0 0 20725 JPMORGAN CHASE & COCOM46625H100653 6940 SH SOLE 0 0 6940 J P MORGAN EXCHANGE-TRADED FULTRA SHRT INC46641Q8374291 84587 SH SOLE 0 0 84587 J P MORGAN EXCHANGE-TRADED FHIGH YLD RESRCH46641Q878634 13044 SH SOLE 0 0 13044 JOHNSON & JOHNSONCOM478160104411 2923 SH SOLE 0 0 2923 KELLOGG COCOM487836108346 5236 SH SOLE 0 0 5236 KIMBERLY CLARK CORPCOM494368103321 2273 SH SOLE 0 0 2273 LAM RESEARCH CORPCOM512807108488 1508 SH SOLE 0 0 1508 LEIDOS HOLDINGS INCCOM525327102263 2808 SH SOLE 0 0 2808 LILLY ELI & COCOM532457108245 1495 SH SOLE 0 0 1495 LOCKHEED MARTIN CORPCOM539830109227 622 SH SOLE 0 0 622 LOWES COS INCCOM548661107228 1689 SH SOLE 0 0 1689 MASTERCARD INCORPORATEDCL A57636Q104528 1787 SH SOLE 0 0 1787 MERCK & CO. INCCOM58933Y105579 7482 SH SOLE 0 0 7482 MICROSOFT CORPCOM5949181042258 11096 SH SOLE 0 0 11096 MICROCHIP TECHNOLOGY INC.COM595017104291 2767 SH SOLE 0 0 2767 MONDELEZ INTL INCCL A609207105317 6192 SH SOLE 0 0 6192 MORGAN STANLEYCOM NEW617446448285 5907 SH SOLE 0 0 5907 NATIONAL GRID PLCSPONSORED ADR NE636274409394 6491 SH SOLE 0 0 6491 NEXTERA ENERGY INCCOM65339F1011231 5124 SH SOLE 0 0 5124 NORFOLK SOUTHERN CORPCOM655844108395 2251 SH SOLE 0 0 2251 PPL CORPCOM69351T106321 12406 SH SOLE 0 0 12406 PARKER HANNIFIN CORPCOM701094104224 1224 SH SOLE 0 0 1224 PAYPAL HLDGS INCCOM70450Y103203 1167 SH SOLE 0 0 1167 PEPSICO INCCOM713448108723 5466 SH SOLE 0 0 5466 PFIZER INCCOM717081103604 18477 SH SOLE 0 0 18477 PHILIP MORRIS INTL INCCOM718172109653 9317 SH SOLE 0 0 9317 PIMCO ETF TR0-5 HIGH YIELD72201R783483 5296 SH SOLE 0 0 5296 PIMCO ETF TRENHAN SHRT MA AC72201R833595 5847 SH SOLE 0 0 5847 PIONEER NAT RES COCOM723787107205 2094 SH SOLE 0 0 2094 PROLOGIS INC.COM74340W103252 2704 SH SOLE 0 0 2704 REGENERON PHARMACEUTICALSCOM75886F107248 398 SH SOLE 0 0 398 SPDR GOLD TRGOLD SHS78463V1072168 12953 SH SOLE 0 0 12953 SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X509607 18135 SH SOLE 0 0 18135 SPDR INDEX SHS FDSDJ INTL RL ETF78463X863208 7208 SH SOLE 0 0 7208 SPDR INDEX SHS FDSS&P INTL SMLCP78463X871285 10412 SH SOLE 0 0 10412 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8891433 51865 SH SOLE 0 0 51865 SPDR SER TRPORTFOLIO INTRMD78464A375552 15107 SH SOLE 0 0 15107 SPDR SER TRBLOMBRG BRC EMRG78464A391223 8491 SH SOLE 0 0 8491 SPDR SER TRDJ REIT ETF78464A607246 3156 SH SOLE 0 0 3156 SPDR SER TRPORTFOLIO AGRGTE78464A649776 25148 SH SOLE 0 0 25148 SPDR SER TRPORTFLI TIPS ETF78464A656334 11075 SH SOLE 0 0 11075 SPDR SER TRPORTFOLIO LN TSR78464A6641792 38209 SH SOLE 0 0 38209 SPDR SER TRPORTFOLIO S&P40078464A847302 9675 SH SOLE 0 0 9675 SPDR SER TRPORTFOLIO S&P50078464A8541431 39481 SH SOLE 0 0 39481 SSGA ACTIVE ETF TRBLKSTN GSOSRLN78467V608873 20131 SH SOLE 0 0 20131 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V8485183 104609 SH SOLE 0 0 104609 SPDR SER TRPORTFOLIO SH TSR78468R1012844 92576 SH SOLE 0 0 92576 SPDR SER TRBLOMBERG BRC INV78468R2003789 124303 SH SOLE 0 0 124303 SPDR SER TRBLOOMBERG BRCLYS78468R622890 8798 SH SOLE 0 0 8798 SPDR SER TRSPDR BLOOMBERG78468R6632523 27563 SH SOLE 0 0 27563 SPDR SER TRPORTFOLIO S&P60078468R853265 9972 SH SOLE 0 0 9972 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2091042 10415 SH SOLE 0 0 10415 SELECT SECTOR SPDR TRSBI INT-FINL81369Y605817 35317 SH SOLE 0 0 35317 SELECT SECTOR SPDR TRTECHNOLOGY81369Y8031027 9825 SH SOLE 0 0 9825 SOUTHERN COCOM842587107333 6415 SH SOLE 0 0 6415 T-MOBILE US INCCOM872590104367 3528 SH SOLE 0 0 3528 THERMO FISHER SCIENTIFIC INCCOM883556102280 773 SH SOLE 0 0 773 UNILEVER PLCSPON ADR NEW904767704255 4645 SH SOLE 0 0 4645 UNITED PARCEL SERVICE INCCL B911312106398 3581 SH SOLE 0 0 3581 UNITEDHEALTH GROUP INCCOM91324P102465 1576 SH SOLE 0 0 1576 VANECK VECTORS ETF TRFALLEN ANGEL HG92189F437990 34503 SH SOLE 0 0 34503 VANGUARD WORLD FDMEGA GRWTH IND9219108162798 17114 SH SOLE 0 0 17114 VANGUARD WORLD FDMEGA CAP VAL ETF9219108402098 28657 SH SOLE 0 0 28657 VANGUARD BD INDEX FDSLONG TERM BOND9219377933415 30586 SH SOLE 0 0 30586 VANGUARD BD INDEX FDSINTERMED TERM9219378192079 22306 SH SOLE 0 0 22306 VANGUARD BD INDEX FDSSHORT TRM BOND9219378276751 81219 SH SOLE 0 0 81219 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835530 6003 SH SOLE 0 0 6003 VANGUARD TAX-MANAGED FDSFTSE DEV MKT ETF9219438586343 163532 SH SOLE 0 0 163532 VANGUARD MALVERN FDSSTRM INFPROIDX922020805309 6159 SH SOLE 0 0 6159 VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4075641 97710 SH SOLE 0 0 97710 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428582021 51026 SH SOLE 0 0 51026 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409346 4183 SH SOLE 0 0 4183 VANGUARD SCOTTSDALE FDSMORTG-BACK SEC92206C7713518 64696 SH SOLE 0 0 64696 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870209 2198 SH SOLE 0 0 2198 VANGUARD INDEX FDSS&P 500 ETF SHS9229083631929 6805 SH SOLE 0 0 6805 VANGUARD INDEX FDSMCAP VL IDXVIP922908512596 6231 SH SOLE 0 0 6231 VANGUARD INDEX FDSMCAP GR IDXVIP922908538728 4411 SH SOLE 0 0 4411 VANGUARD INDEX FDSSML CP GRW ETF922908595442 2213 SH SOLE 0 0 2213 VANGUARD INDEX FDSSM CP VAL ETF922908611764 7150 SH SOLE 0 0 7150 VANGUARD INDEX FDSEXTEND MKT ETF922908652372 3147 SH SOLE 0 0 3147 VANGUARD INDEX FDSGROWTH ETF9229087366499 32159 SH SOLE 0 0 32159 VANGUARD INDEX FDSVALUE ETF9229087445240 52615 SH SOLE 0 0 52615 VANGUARD INDEX FDSSMALL CP ETF9229087511713 11757 SH SOLE 0 0 11757 VERIZON COMMUNICATIONS INCCOM92343V104922 16730 SH SOLE 0 0 16730 VISA INCCOM CL A92826C839555 2873 SH SOLE 0 0 2873 VODAFONE GROUP PLC NEWSPONSORED ADR92857W308290 18205 SH SOLE 0 0 18205 WALMART INCCOM931142103307 2563 SH SOLE 0 0 2563 WASTE MGMT INC DELCOM94106L109299 2828 SH SOLE 0 0 2828 ZEBRA TECHNOLOGIES CORPORATICL A989207105398 1555 SH SOLE 0 0 1555