Viewpoint Investment Partners Corp

Latest statistics and disclosures from Viewpoint Investment Partners Corp's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, LQD, TIP, VWO, ITOT, and represent 96.95% of Viewpoint Investment Partners Corp's stock portfolio.
  • Added to shares of these 7 stocks: VTI (+$7.5M), TIP, ITOT, IEMG, REET, EWJ, IEF.
  • Started 1 new stock positions in EWJ.
  • Reduced shares in these 4 stocks: LQD (-$9.5M), IAU, LEMB, VWO.
  • Sold out of its positions in IAU.
  • Viewpoint Investment Partners Corp was a net buyer of stock by $1.2M.
  • Viewpoint Investment Partners Corp has $108M in assets under management (AUM), dropping by 1.10%.

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Positions held by VIEWPOINT INVESTMENT PARTNERS CORP consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Viewpoint Investment Partners Corp

Companies in the Viewpoint Investment Partners Corp portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Vanguard Total Stock Mkt Etf (VTI) 68.2 $73M +11% 469k 156.53
iShares Ishares Iboxx Investment Gra (LQD) 13.4 $14M -39% 107k 134.50
iShares Ishares Tips Bond Etf (TIP) 8.4 $9.0M +17% 74k 123.00
Vanguard Vanguard Ftse Emerging Marke (VWO) 5.5 $5.9M 149k 39.61
iShares Ishares Core S&p Total U.s. (ITOT) 1.5 $1.6M +134% 23k 69.46
iShares Ishares Global Reit Etf (REET) 1.1 $1.2M +34% 56k 20.88
iShares Ishares Core Msci Emerging (IEMG) 0.9 $984k +102% 21k 47.60
iShares Ishares 7-10 Year Treasury B (IEF) 0.6 $633k +62% 5.2k 121.92
iShares Ishares Msci Japan Etf (EWJ) 0.3 $270k NEW 4.9k 54.84
iShares Ishares Jp Morgan Em Local C (LEMB) 0.2 $224k -40% 5.5k 40.71

Past Filings by Viewpoint Investment Partners Corp

SEC 13F filings are viewable for Viewpoint Investment Partners Corp going back to 2018