$220 Million is the total value of Standpoint Asset Management, LLC's 8 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | New | SPDR SER TRportfolio s&p500 | $34,630,102 | – | 769,900 | +100.0% | 15.75% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $34,578,900 | – | 90,000 | +100.0% | 15.72% | – |
| VOO | New | VANGUARD INDEX FDS | $34,536,722 | – | 98,300 | +100.0% | 15.70% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $34,205,640 | – | 757,600 | +100.0% | 15.55% | – |
| IDEV | New | ISHARES TRcore msci intl | $20,886,138 | – | 373,100 | +100.0% | 9.50% | – |
| IXUS | New | ISHARES TRcore msci total | $20,431,640 | – | 353,000 | +100.0% | 9.29% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $20,331,770 | – | 405,500 | +100.0% | 9.24% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $20,320,788 | – | 392,900 | +100.0% | 9.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 4 | Q3 2023 | 15.9% |
| ISHARES TR | 4 | Q3 2023 | 15.9% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 15.9% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 15.8% |
| ISHARES TR | 4 | Q3 2023 | 9.5% |
| ISHARES TR | 4 | Q3 2023 | 9.3% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 9.2% |
| VANGUARD STAR FDS | 4 | Q3 2023 | 9.2% |
View Standpoint Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| D | 2021-06-22 |
| D | 2019-06-25 |
View Standpoint Asset Management, LLC'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.