Viewpoint Capital Management

Latest statistics and disclosures from Viewpoint Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, VOO, BAC, IWN, MSFT, and represent 30.71% of Viewpoint Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: AAPL, QQQ, VSS, FAS, UBER, ISRG, IWN, BABA, VZ, VOO.
  • Started 6 new stock positions in UBER, VZ, BABA, IYH, FAS, ISRG.
  • Reduced shares in these 10 stocks: KWEB, EWG, JNJ, DIS, BMY, Z, TSLA, BAC, CLOV, XOM.
  • Viewpoint Capital Management was a net buyer of stock by $2.8M.
  • Viewpoint Capital Management has $143M in assets under management (AUM), dropping by 14.30%.
  • Central Index Key (CIK): 0001906223

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Portfolio Holdings for Viewpoint Capital Management

Viewpoint Capital Management holds 131 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 14.3 $20M 135k 151.94
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.5 $7.9M +2% 18k 436.80
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Bank of America Corporation (BAC) 3.8 $5.4M 161k 33.67
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Ishares Tr Rus 2000 Val Etf (IWN) 3.6 $5.2M +4% 33k 155.33
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Microsoft Corporation (MSFT) 3.5 $5.0M 13k 376.04
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Spdr Ser Tr S&p Homebuild (XHB) 3.3 $4.8M 50k 95.66
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Tesla Motors (TSLA) 3.2 $4.6M 19k 248.47
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Caterpillar (CAT) 2.6 $3.8M 13k 295.67
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NVIDIA Corporation (NVDA) 2.4 $3.5M 7.0k 495.22
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Citigroup Com New (C) 2.2 $3.2M 62k 51.44
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Apple (AAPL) 2.1 $3.1M +15% 16k 192.53
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Ishares Tr Core S&p Scp Etf (IJR) 2.1 $3.0M 28k 108.25
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American Intl Group Com New (AIG) 2.0 $2.9M 43k 67.75
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.0 $2.9M +12% 25k 115.03
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Procter & Gamble Company (PG) 2.0 $2.9M 20k 146.54
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Ishares Tr Msci Euro Fl Etf (EUFN) 1.9 $2.8M 131k 20.96
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Ishares Tr Mrning Sm Cp Etf (ISCV) 1.9 $2.7M 46k 59.21
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Pepsi (PEP) 1.9 $2.7M 16k 169.84
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Home Depot (HD) 1.7 $2.4M 6.9k 346.55
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Vanguard Index Fds Small Cp Etf (VB) 1.5 $2.2M 10k 213.33
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Johnson & Johnson (JNJ) 1.5 $2.1M -3% 13k 156.74
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General Electric Com New (GE) 1.4 $2.1M 16k 127.63
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Oracle Corporation (ORCL) 1.2 $1.8M 17k 105.43
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Costco Wholesale Corporation (COST) 1.1 $1.6M 2.4k 660.08
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Ishares Tr Msci Emg Mkt Etf (EEM) 1.1 $1.6M 40k 40.21
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Bristol Myers Squibb (BMY) 1.1 $1.6M -2% 31k 51.31
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Ishares Tr China Lg-cap Etf (FXI) 1.0 $1.5M 60k 24.03
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Exxon Mobil Corporation (XOM) 0.9 $1.3M 13k 99.98
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Kraneshares Tr Csi Chi Internet (KWEB) 0.9 $1.2M -9% 46k 27.00
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Morgan Stanley Com New (MS) 0.8 $1.1M 12k 93.25
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Ishares Msci Germany Etf (EWG) 0.8 $1.1M -8% 38k 29.69
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JPMorgan Chase & Co. (JPM) 0.8 $1.1M +8% 6.5k 170.10
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.1M 27k 41.10
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Clorox Company (CLX) 0.8 $1.1M 7.7k 142.58
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Ishares Tr Select Divid Etf (DVY) 0.8 $1.1M 9.2k 117.22
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $1.0M 8.9k 116.29
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.0M +59% 2.5k 409.52
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Zillow Group Cl C Cap Stk (Z) 0.7 $994k -2% 17k 57.86
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Wisdomtree Tr India Erngs Fd (EPI) 0.7 $983k 24k 41.00
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $981k 2.1k 475.31
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $927k 12k 75.35
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Ishares Tr Core Msci Euro (IEUR) 0.6 $823k 15k 55.02
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Alphabet Cap Stk Cl C (GOOG) 0.6 $812k +10% 5.8k 140.92
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Altria (MO) 0.6 $807k 20k 40.34
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Meta Platforms Cl A (META) 0.5 $768k 2.2k 353.96
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $716k 15k 47.90
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $677k 4.9k 139.68
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At&t (T) 0.5 $652k 39k 16.78
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $627k 6.0k 104.46
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Porch Group (PRCH) 0.4 $585k +29% 190k 3.08
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General Mills (GIS) 0.4 $584k 9.0k 65.14
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $569k +13% 2.8k 200.71
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Select Sector Spdr Tr Financial (XLF) 0.4 $569k +8% 15k 37.60
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Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.4 $521k +17% 13k 39.45
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Ishares Msci Brazil Etf (EWZ) 0.4 $510k 15k 34.96
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Goldman Sachs (GS) 0.3 $495k 1.3k 385.77
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3M Company (MMM) 0.3 $494k 4.5k 109.32
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Abbvie (ABBV) 0.3 $489k 3.2k 154.97
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.3 $462k 8.8k 52.43
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Vanguard Index Fds Growth Etf (VUG) 0.3 $436k 1.4k 310.88
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Starbucks Corporation (SBUX) 0.3 $417k 4.3k 96.01
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Ishares Gold Tr Ishares New (IAU) 0.3 $415k 11k 39.03
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Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $413k 6.5k 63.85
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Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $410k 5.3k 77.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $389k 1.1k 356.66
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Merck & Co (MRK) 0.3 $383k 3.5k 109.02
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Emerson Electric (EMR) 0.3 $383k 3.9k 97.33
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Walt Disney Company (DIS) 0.3 $382k -12% 4.2k 90.29
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Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $360k 7.1k 50.70
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KB Home (KBH) 0.2 $354k 5.7k 62.46
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Charles Schwab Corporation (SCHW) 0.2 $344k 5.0k 68.80
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Coca-Cola Company (KO) 0.2 $342k 5.8k 58.93
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Ishares Msci Jpn Etf New (EWJ) 0.2 $342k 5.3k 64.14
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Ishares Tr Us Regnl Bks Etf (IAT) 0.2 $334k 8.0k 41.84
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $316k 3.5k 91.41
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PNC Financial Services (PNC) 0.2 $311k 2.0k 154.85
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St. Joe Company (JOE) 0.2 $301k 5.0k 60.18
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Ishares Tr India 50 Etf (INDY) 0.2 $296k 6.0k 49.25
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Ishares Msci Netherl Etf (EWN) 0.2 $294k 6.6k 44.63
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Deere & Company (DE) 0.2 $282k 706.00 399.87
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Waters Corporation (WAT) 0.2 $268k 815.00 329.23
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Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.2 $265k NEW 3.2k 82.65
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Select Sector Spdr Tr Energy (XLE) 0.2 $262k 3.1k 83.84
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Becton, Dickinson and (BDX) 0.2 $244k 1.0k 243.83
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Genuine Parts Company (GPC) 0.2 $241k 1.7k 138.50
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Ishares Msci Sweden Etf (EWD) 0.2 $236k 6.0k 39.47
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Kimberly-Clark Corporation (KMB) 0.2 $230k 1.9k 121.51
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Uber Technologies (UBER) 0.2 $230k NEW 3.7k 61.57
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Nucor Corporation (NUE) 0.2 $230k 1.3k 174.04
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Intuitive Surgical Com New (ISRG) 0.2 $228k NEW 675.00 337.36
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Direxion Shs Etf Tr Daily Googl Bull (GGLL) 0.2 $223k 7.0k 31.81
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Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $215k 4.1k 52.51
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $203k NEW 2.6k 77.51
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Verizon Communications (VZ) 0.1 $200k NEW 5.3k 37.70
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Ishares Tr Tips Bd Etf (TIP) 0.1 $199k 1.9k 107.49
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Direxion Shs Etf Tr Daily Regional (DPST) 0.1 $190k +5% 2.0k 97.23
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $183k 377.00 484.00
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $179k +100% 2.0k 89.29
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $159k 521.00 304.55
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Bausch Health Companies (BHC) 0.1 $152k 19k 8.02
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Direxion Shs Etf Tr Dl Ftse Bull 3x (YINN) 0.1 $142k +17% 6.8k 20.94
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Vanguard World Fds Industrial Etf (VIS) 0.1 $132k 600.00 220.43
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $117k 2.6k 45.69
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Vanguard World Fds Financials Etf (VFH) 0.1 $112k 1.2k 92.26
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Ishares Msci Hong Kg Etf (EWH) 0.1 $108k 6.2k 17.37
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Ishares Tr Ishares Biotech (IBB) 0.1 $106k 780.00 135.85
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Ishares Msci Aust Etf (EWA) 0.1 $102k 4.2k 24.34
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Ishares Msci Cda Etf (EWC) 0.1 $102k 2.8k 36.68
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Sana Biotechnology (SANA) 0.1 $96k 24k 4.08
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $92k 2.9k 32.17
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $85k 2.1k 40.68
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Adma Biologics (ADMA) 0.0 $59k 13k 4.52
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $55k 1.4k 40.06
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Ishares Core Msci Emkt (IEMG) 0.0 $49k 960.00 50.58
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Ambev Sa Sponsored Adr (ABEV) 0.0 $46k 16k 2.80
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Ishares Tr Us Industrials (IYJ) 0.0 $37k 325.00 114.36
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $27k 1.7k 15.57
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Ishares Msci Sth Afr Etf (EZA) 0.0 $23k 540.00 41.79
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $16k 150.00 103.07
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $15k 180.00 84.33
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Clover Health Investments Com Cl A (CLOV) 0.0 $15k -39% 16k 0.95
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Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $13k 275.00 46.02
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Ishares Tr National Mun Etf (MUB) 0.0 $11k 100.00 108.41
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Ishares Msci Israel Etf (EIS) 0.0 $9.3k 160.00 58.19
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $7.4k 142.00 52.00
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $5.3k 50.00 105.44
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $5.1k 60.00 85.53
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.1k 9.00 232.67
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Ishares Tr Us Hlthcare Etf (IYH) 0.0 $1.1k NEW 4.00 286.25
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $711.999900 3.00 237.33
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Ishares Msci Sth Kor Etf (EWY) 0.0 $66.000000 1.00 66.00
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Past Filings by Viewpoint Capital Management

SEC 13F filings are viewable for Viewpoint Capital Management going back to 2021