Viewpoint Investment Partners Corp Top Holdings and 13F Report (2023)

About Viewpoint Investment Partners Corp

Viewpoint Investment Partners Corp has $130.72 million in total holdings as of December 31, 2022.
Viewpoint Investment Partners Corp owns shares of 11 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 28.01% of the portfolio was purchased this quarter.
About 37.56% of the portfolio was sold this quarter.
This quarter, Viewpoint Investment Partners Corp has purchased 12 new stocks and bought additional shares in 7 stocks.
Viewpoint Investment Partners Corp sold shares of 0 stocks and completely divested from 1 stock this quarter.

iShares TIPS Bond ETF: 111,200 shares (about $11.94M)
iShares Core MSCI Emerging Markets ETF: 185,500 shares (about $9.57M)
VanEck J.P. Morgan EM Local Currency Bond ETF: 288,500 shares (about $7.07M)
iShares Global REIT ETF: 167,300 shares (about $3.96M)
iShares iBoxx $ High Yield Corporate Bond ETF: 39,500 shares (about $3.07M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TIP iShares TIPS Bond ETF	$49,838,240	$11,943,992 ▲	31.5%	464,000	38.1%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$27,233,061	$7,071,135 ▲	35.1%	1,111,100	20.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$25,026,000	$9,571,800 ▲	61.9%	485,000	19.1%	ETF
REET iShares Global REIT ETF	$10,734,144	$3,961,664 ▲	58.5%	453,300	8.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$9,428,649	$3,070,335 ▲	48.3%	121,300	7.2%	ETF
AOR iShares Core Growth Allocation ETF	$3,206,035	$766,019 ▲	31.4%	57,590	2.5%	ETF
VOO Vanguard S&P 500 ETF	$3,014,950		0.0%	6,272	2.3%	ETF
LEMB iShares J.P. Morgan EM Local Currency Bond ETF	$1,291,485	$234,488 ▲	22.2%	35,800	1.0%	ETF
LBRDA Liberty Broadband	$342,720		0.0%	6,000	0.3%	Consumer Discretionary
CNQ Canadian Natural Resources	$305,280		0.0%	4,000	0.2%	Oils/Energy
GOOGL Alphabet	$301,860		0.0%	2,000	0.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$0	$49,104,540 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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