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VIEWPOINT INVESTMENT PARTNERS CORP13F | |
| VIEWPOINT INVESTMENT PARTNERS CORP | |
| Last update 2024-10-15 | 9 Stocks (0 new) |
| Value $125.00 Mil | Turnover 21 % |
| Portfolio Report | |
VIEWPOINT INVESTMENT PARTNERS ... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIP | iShares TIPS Bond ETF | 569,900 | 62956.850 | +12.92% | 50.540 | +5.78% | 0.340 | -2.74% | -0.31% | 13097.102 | ||
EMLC | VanEck J.P. Morgan EM Local Currency Bond ETF | 1,316,800 | 33446.720 | +34.46% | 26.850 | +6.88% | 1.120 | -5.60% | -0.35% | 2536.481 | ||
HYG | iShares iBoxx USD High Yield Corporate Bond ETF | 241,600 | 19400.480 | +99.18% | 15.570 | +7.75% | 0.130 | -0.03% | -0.15% | 14520.620 | ||
VOO | Vanguard S&P 500 ETF | 6,272 | 3309.550 | 0% | 2.660 | 0% | 0.000 | +1.14% | -0.91% | 528294.358 | ||
AOR | iShares Core Growth Allocation ETF | 43,680 | 2587.600 | -0.34% | 2.080 | -0.01% | 0.120 | -2.17% | -1.13% | 2416.820 | ||
LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | 42,700 | 1642.240 | +37.74% | 1.320 | +0.36% | 0.420 | -4.87% | -0.47% | 330.422 | ||
LBRDA | Liberty Broadband Corp | 6,000 | 460.920 | 0% | 0.370 | 0% | 0.000 | -7.76% | -2.19% | 10487.096 | Telecommunication Services | |
IEMG | iShares Core MSCI Emerging Markets ETF | 7,700 | 442.060 | -97.96% | 0.350 | -17.33% | 0.000 | -8.92% | -1.97% | 76267.573 | ||
GOOGL | Alphabet Inc | 2,000 | 331.700 | 0% | 0.270 | 0% | 0.000 | +18.62% | +1.45% | 2357015.060 | Interactive Media |
VIEWPOINT INVESTMENT PARTNERS CORP's Historical Top Holdings Breakdowns
VIEWPOINT INVESTMENT PARTNERS CORP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2024-03-31 | Sold Out | -34.23% | 232.77 ($247.4) 260.14 | $287.30 | 16.13% | Sold Out | 0 | -207,000 | |
IEMG | iShares Core MSCI Emerging Markets ETF | 2024-09-30 | Reduce | -17.33% | 50.72 ($54.13) 58.37 | $51.19 | -5.43% | Reduce -97.96% | 7,700 | -369,500 | |
EMLC | VanEck J.P. Morgan EM Local Currency Bond ETF | 2023-09-30 | Reduce | -13.25% | 23.7 ($25.06) 26.05 | $23.03 | -8.10% | Reduce -49.74% | 832,633 | -824,000 | |
VTI | Vanguard Total Stock Market ETF | 2023-09-30 | Reduce | -12.91% | 211.41 ($221.35) 228.35 | $287.30 | 29.79% | Reduce -30.93% | 208,100 | -93,200 | |
VTI | Vanguard Total Stock Market ETF | 2023-03-31 | Add | +11.63% | 189.09 ($199.47) 209.17 | $287.30 | 44.03% | Add 40.91% | 246,600 | 71,600 | |
TIP | iShares TIPS Bond ETF | 2024-03-31 | Add | +9.14% | 105.69 ($106.85) 108.04 | $106.22 | -0.59% | Add 31.52% | 464,000 | 111,200 | |
REET | iShares Global REIT ETF | 2024-06-30 | Sold Out | -8.21% | 21.86 ($22.87) 23.58 | $23.24 | 1.62% | Sold Out | 0 | -453,300 | |
HYG | iShares iBoxx USD High Yield Corporate Bond ETF | 2024-09-30 | Add | +7.75% | 76.72 ($78.67) 80.36 | $78.53 | -0.18% | Add 99.18% | 241,600 | 120,300 | |
TIP | iShares TIPS Bond ETF | 2023-09-30 | Add | +7.66% | 103.4 ($105.82) 107.7 | $106.22 | 0.38% | Add 49.08% | 267,300 | 88,000 | |
VTI | Vanguard Total Stock Market ETF | 2023-06-30 | Add | +7.58% | 199.99 ($207.79) 220.28 | $287.30 | 38.26% | Add 22.18% | 301,300 | 54,700 |
VIEWPOINT INVESTMENT PARTNERS CORP Total Holding History ($B)
VIEWPOINT INVESTMENT PARTNERS CORP's Asset Allocation
VIEWPOINT INVESTMENT PARTNERS CORP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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VIEWPOINT INVESTMENT PARTNERS CORP's Hypothetical Growth since 2024-09-30
VIEWPOINT INVESTMENT PARTNERS CORP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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VIEWPOINT INVESTMENT PARTNERS CORP's Holdings Heat Map
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VIEWPOINT INVESTMENT PARTNERS CORP's Holdings Bubble Chart
VIEWPOINT INVESTMENT PARTNERS CORP News
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