News + Filings Holdings
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Viewpoint Capital Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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AMAZON COM INC
| AMZN | Common | 138,981 | 3,281 | 14,355,383,000 | 14,340,970,000 | 12.89 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 16,341 | 2,849 | 6,145,360,000 | 6,140,680,000 | 5.52 | |
Hist
| 03/31/2023 |
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Tesla, Inc.
| TSLA | COM | 18,440 | 12,393 | 3,825,478,000 | 3,821,406,000 | 3.43 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IWN | RUSL 2000 VALU | 26,994 | 2,395 | 3,698,724,000 | 3,695,375,000 | 3.32 | |
Hist
| 03/31/2023 |
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NVIDIA CORP
| NVDA | Common | 7,229 | 35 | 2,007,999,000 | 2,006,908,000 | 1.80 | 0.00 |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 10,403 | 1,023 | 1,971,993,000 | 1,970,341,000 | 1.77 | |
Hist
| 03/31/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 14,700 | 400 | 1,605,828,000 | 1,604,352,000 | 1.44 | |
Hist
| 03/31/2023 |
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KRANESHARES TR
| KWEB | Common | 48,939 | 13,384 | 1,526,407,000 | 1,525,242,000 | 1.37 | |
Hist
| 03/31/2023 |
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iShares, Inc.
| EWG | Common | 40,856 | 565 | 1,162,762,000 | 1,161,835,000 | 1.04 | |
Hist
| 03/31/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 26,603 | 5,485 | 1,074,761,000 | 1,073,881,000 | 0.96 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| DVY | DJ SEL DIV INX | 8,496 | 99 | 995,517,000 | 994,529,000 | 0.89 | |
Hist
| 03/31/2023 |
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WisdomTree Trust
| EPI | Common | 23,972 | 1,636 | 756,077,000 | 755,415,000 | 0.68 | |
Hist
| 03/31/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 14,940 | 892 | 674,840,000 | 674,267,000 | 0.61 | |
Hist
| 03/31/2023 |
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Vanguard Growth ETF
| VUG | ETF | 2,568 | 523 | 640,562,000 | 640,106,000 | 0.58 | |
Hist
| 03/31/2023 |
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3M CO
| MMM | Common | 5,314 | 755 | 558,555,000 | 557,965,000 | 0.50 | |
Hist
| 03/31/2023 |
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Meta Platforms, Inc.
| FB | Common | 2,170 | 40 | 459,910,000 | 459,567,000 | 0.41 | |
Hist
| 03/31/2023 |
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Alphabet Inc.
| GOOG | COM | 4,354 | 4,165 | 452,777,000 | 452,363,000 | 0.41 | |
Hist
| 03/31/2023 |
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Alphabet Inc.
| GOOGL | COM | 3,970 | 3,753 | 411,770,000 | 411,297,000 | 0.37 | |
Hist
| 03/31/2023 |
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STARBUCKS CORP
| SBUX | Common | 3,942 | 5 | 410,480,000 | 410,179,000 | 0.37 | 0.00 |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VGT | Common | 710 | 139 | 273,684,000 | 273,498,000 | 0.25 | |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 3,120 | 250 | 258,430,000 | 258,225,000 | 0.23 | |
Hist
| 03/31/2023 |
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COCA COLA CO
| KO | Common | 3,845 | 7 | 238,494,000 | 238,253,000 | 0.21 | |
Hist
| 03/31/2023 |
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VANGUARD WORLD FUND
| VCR | Common | 521 | 41 | 131,579,000 | 131,470,000 | 0.12 | |
Hist
| 03/31/2023 |
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Porch Group, Inc.
| PRCH | Common | 55,000 | 40,000 | 78,650,000 | 78,612,000 | 0.07 | 0.06 |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IUSV | ETF | 180 | 30 | 13,280,000 | 13,270,000 | 0.01 | |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TRUST
| XLB | SBI MATERIALS | 60 | 10 | 4,840,000 | 4,836,000 | 0.00 | |
Hist
| 03/31/2023 |
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