$102 Million is the total value of VIEWPOINT INVESTMENT PARTNERS CORP's 7 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | Vanguardvanguard total stock mkt etf | $33,458,250 | +45.0% | 175,000 | +36.1% | 32.68% | +18.9% |
| EMLC | Buy | Vaneckvaneck jpm em local curr bnd | $33,296,866 | +176.3% | 1,374,200 | +160.0% | 32.52% | +126.6% |
| TIP | Buy | iSharesishares tips bond etf | $18,446,052 | +71.9% | 173,300 | +69.4% | 18.02% | +41.0% |
| IEMG | Buy | iSharesishares core msci emerging | $9,400,710 | +179.9% | 201,300 | +157.6% | 9.18% | +129.6% |
| REET | Buy | iSharesishares global reit etf | $4,471,599 | +41.4% | 196,900 | +32.4% | 4.37% | +15.9% |
| AOR | Sell | iSharesishares core growth allocati | $2,067,023 | -19.9% | 43,830 | -23.9% | 2.02% | -34.3% |
| LEMB | Sell | iSharesishares jp morgan em local c | $1,246,089 | -62.9% | 35,900 | -65.4% | 1.22% | -69.6% |
| LQD | Exit | iSharesishares iboxx investment gra | $0 | – | -17,400 | -100.0% | -2.12% | – |
| VCIT | Exit | Vanguardvanguard int-term corporate | $0 | – | -315,430 | -100.0% | -28.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-02-09
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.