$107 Million is the total value of VIEWPOINT INVESTMENT PARTNERS CORP's 10 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | Vanguardvanguard total stock mkt etf | $69,428,000 | -5.3% | 443,546 | -5.3% | 64.79% | -5.0% |
| TIP | Buy | iSharesishares tips bond etf | $14,047,000 | +55.2% | 114,200 | +55.2% | 13.11% | +55.8% |
| LQD | Sell | iSharesishares iboxx investment gra | $13,526,000 | -6.1% | 100,562 | -6.1% | 12.62% | -5.8% |
| VWO | Sell | Vanguardvanguard ftse emerging marke | $4,301,000 | -27.0% | 108,575 | -27.0% | 4.01% | -26.8% |
| REET | Buy | iSharesishares global reit etf | $2,042,000 | +75.0% | 97,800 | +75.0% | 1.91% | +75.7% |
| ITOT | Sell | iSharesishares core s&p total u.s. | $1,503,000 | -4.1% | 21,640 | -4.1% | 1.40% | -3.7% |
| IEMG | Buy | iSharesishares core msci emerging | $1,100,000 | +11.8% | 23,111 | +11.8% | 1.03% | +12.2% |
| IEF | Sell | iSharesishares 7-10 year treasury b | $563,000 | -11.1% | 4,621 | -11.0% | 0.52% | -10.9% |
| EWJ | Buy | iSharesishares msci japan etf | $340,000 | +25.9% | 6,193 | +25.8% | 0.32% | +26.3% |
| IAU | New | iSharesishares gold trust | $306,000 | – | 18,000 | +100.0% | 0.29% | – |
| LEMB | Exit | iSharesishares jp morgan em local c | $0 | – | -5,503 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
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.