Rocket


News + Filings
Holdings

Viewpoint Capital Management LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
AMAZON COM INC AMZNCommon138,9813,28114,355,383,00014,340,970,00012.89  Hist 03/31/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK16,3412,8496,145,360,0006,140,680,0005.52  Hist 03/31/2023
Tesla, Inc. TSLACOM18,44012,3933,825,478,0003,821,406,0003.43  Hist 03/31/2023
iSHARES TRUST IWNRUSL 2000 VALU26,9942,3953,698,724,0003,695,375,0003.32  Hist 03/31/2023
NVIDIA CORP NVDACommon7,229352,007,999,0002,006,908,0001.800.00 Hist 03/31/2023
VANGUARD INDEX FUNDS VBETF10,4031,0231,971,993,0001,970,341,0001.77  Hist 03/31/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VSSCommon14,7004001,605,828,0001,604,352,0001.44  Hist 03/31/2023
KRANESHARES TR KWEBCommon48,93913,3841,526,407,0001,525,242,0001.37  Hist 03/31/2023
iShares, Inc. EWGCommon40,8565651,162,762,0001,161,835,0001.04  Hist 03/31/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon26,6035,4851,074,761,0001,073,881,0000.96  Hist 03/31/2023
iSHARES TRUST DVYDJ SEL DIV INX8,49699995,517,000994,529,0000.89  Hist 03/31/2023
WisdomTree Trust EPICommon23,9721,636756,077,000755,415,0000.68  Hist 03/31/2023
VANGUARD TAX-MANAGED FUNDS VEAFD14,940892674,840,000674,267,0000.61  Hist 03/31/2023
Vanguard Growth ETF VUGETF2,568523640,562,000640,106,0000.58  Hist 03/31/2023
3M CO MMMCommon5,314755558,555,000557,965,0000.50  Hist 03/31/2023
Meta Platforms, Inc. FBCommon2,17040459,910,000459,567,0000.41  Hist 03/31/2023
Alphabet Inc. GOOGCOM4,3544,165452,777,000452,363,0000.41  Hist 03/31/2023
Alphabet Inc. GOOGLCOM3,9703,753411,770,000411,297,0000.37  Hist 03/31/2023
STARBUCKS CORP SBUXCommon3,9425410,480,000410,179,0000.370.00 Hist 03/31/2023
VANGUARD INDEX FUNDS VGTCommon710139273,684,000273,498,0000.25  Hist 03/31/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY XLEOPTION3,120250258,430,000258,225,0000.23  Hist 03/31/2023
COCA COLA CO KOCommon3,8457238,494,000238,253,0000.21  Hist 03/31/2023
VANGUARD WORLD FUND VCRCommon52141131,579,000131,470,0000.12  Hist 03/31/2023
Porch Group, Inc. PRCHCommon55,00040,00078,650,00078,612,0000.070.06 Hist 03/31/2023
iSHARES TRUST IUSVETF1803013,280,00013,270,0000.01  Hist 03/31/2023
SELECT SECTOR SPDR TRUST XLBSBI MATERIALS60104,840,0004,836,0000.00  Hist 03/31/2023
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy