$108 Million is the total value of VIEWPOINT INVESTMENT PARTNERS CORP's 10 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | Vanguardvanguard total stock mkt etf | $73,327,000 | +11.4% | 468,456 | +11.4% | 68.20% | +10.2% |
| TIP | Buy | iSharesishares tips bond etf | $9,048,000 | +17.1% | 73,562 | +17.1% | 8.42% | +15.9% |
| ITOT | Buy | iSharesishares core s&p total u.s. | $1,567,000 | +134.9% | 22,560 | +134.8% | 1.46% | +132.4% |
| REET | Buy | iSharesishares global reit etf | $1,167,000 | +34.6% | 55,900 | +34.7% | 1.08% | +33.1% |
| IEMG | Buy | iSharesishares core msci emerging | $984,000 | +102.9% | 20,671 | +102.8% | 0.92% | +100.7% |
| IEF | Buy | iSharesishares 7-10 year treasury b | $633,000 | +62.3% | 5,192 | +62.4% | 0.59% | +60.5% |
| EWJ | New | iSharesishares msci japan etf | $270,000 | – | 4,923 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES INC | 20 | Q3 2023 | 25.6% |
| ISHARES TR | 19 | Q3 2023 | 11.1% |
| ISHARES TR | 17 | Q3 2023 | 23.3% |
| ISHARES TR | 17 | Q3 2023 | 6.8% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 74.2% |
| ISHARES TR | 16 | Q3 2022 | 42.4% |
| ISHARES TR | 11 | Q3 2021 | 66.2% |
| ISHARES TR | 11 | Q3 2021 | 1.1% |
| VANECK ETF TRUST | 9 | Q3 2023 | 32.5% |
| ISHARES INC | 9 | Q1 2022 | 1.2% |
View VIEWPOINT INVESTMENT PARTNERS CORP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-04 |
| 13F-HR/A | 2023-02-09 |
| 13F-HR/A | 2023-02-09 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-26 |
View VIEWPOINT INVESTMENT PARTNERS CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.