Viewpoint Capital Management LLC [Rocket]

Holdings

Viewpoint Capital Management LLC

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
AMAZON COM INC	AMZN	Common	138,981	3,281	14,355,383,000	14,340,970,000	12.89		Hist	03/31/2023
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
BANK OF AMERICA CORP /DE/	BAC	Common	156,823	-4,924	4,485,138,000	4,480,103,000	4.03		Hist	03/31/2023
Tesla, Inc.	TSLA	COM	18,440	12,393	3,825,478,000	3,821,406,000	3.43		Hist	03/31/2023
iSHARES TRUST	IWN	RUSL 2000 VALU	26,994	2,395	3,698,724,000	3,695,375,000	3.32		Hist	03/31/2023
MICROSOFT CORP	MSFT	Common	12,825	-560	3,697,400,000	3,693,962,000	3.32	0.00	Hist	03/31/2023
SPDR SERIES TRUST	XHB	Common	48,442	-1,965	3,282,430,000	3,279,672,000	2.95		Hist	03/31/2023
CITIGROUP INC	C	COM	60,166	-1,227	2,821,184,000	2,818,361,000	2.53		Hist	03/31/2023
PEPSICO INC	PEP	Common	15,237	-1,749	2,777,789,000	2,774,958,000	2.49		Hist	03/31/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	28,112	-500	2,718,430,000	2,715,786,000	2.44		Hist	03/31/2023
CATERPILLAR INC	CAT	Common	11,548	-240	2,642,644,000	2,640,537,000	2.37		Hist	03/31/2023
PROCTER & GAMBLE Co	PG	Common	17,580	-1,346	2,614,022,000	2,611,301,000	2.35	0.00	Hist	03/31/2023
iSHARES TRUST	JKL	Common	46,323	-615	2,416,537,000	2,414,176,000	2.17		Hist	03/31/2023
iSHARES TRUST	EUFN	Common	127,175	-3,871	2,378,167,000	2,376,087,000	2.14		Hist	03/31/2023
BRISTOL MYERS SQUIBB CO	BMY	Common	30,866	-5,397	2,139,331,000	2,136,539,000	1.92		Hist	03/31/2023
AMERICAN INTERNATIONAL GROUP, INC.	AIG	COM	42,220	-3,465	2,126,199,000	2,123,863,000	1.91		Hist	03/31/2023
NVIDIA CORP	NVDA	Common	7,229	35	2,007,999,000	2,006,908,000	1.80	0.00	Hist	03/31/2023
Apple Inc.	AAPL	Common	12,163	-5	2,005,679,000	2,004,015,000	1.80	0.00	Hist	03/31/2023
VANGUARD INDEX FUNDS	VB	ETF	10,403	1,023	1,971,993,000	1,970,341,000	1.77		Hist	03/31/2023
iSHARES TRUST	FXI	OPTION	61,153	-24,357	1,805,848,000	1,802,948,000	1.62		Hist	03/31/2023
JOHNSON & JOHNSON	JNJ	Common	11,253	-563	1,744,285,000	1,742,188,000	1.57		Hist	03/31/2023
HOME DEPOT, INC.	HD	Common	5,520	-290	1,629,062,000	1,627,468,000	1.46	0.00	Hist	03/31/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VSS	Common	14,700	400	1,605,828,000	1,604,352,000	1.44		Hist	03/31/2023
ORACLE CORP	ORCL	Common	16,710	0	1,552,693,000	1,551,525,000	1.39	0.00	Hist	03/31/2023
KRANESHARES TR	KWEB	Common	48,939	13,384	1,526,407,000	1,525,242,000	1.37		Hist	03/31/2023
GENERAL ELECTRIC CO	GE	Stock	15,930	-1,141	1,522,908,000	1,521,821,000	1.37	0.00	Hist	03/31/2023
EXXON MOBIL CORP	XOM	Common	12,239	-467	1,342,129,000	1,341,041,000	1.20	0.00	Hist	03/31/2023
iSHARES TRUST	EEM	Common	31,956	-160	1,260,984,000	1,259,696,000	1.13		Hist	03/31/2023
iShares, Inc.	EWG	Common	40,856	565	1,162,762,000	1,161,835,000	1.04		Hist	03/31/2023
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
MORGAN STANLEY	MS	Common	12,215	-70	1,072,477,000	1,071,543,000	0.96	0.00	Hist	03/31/2023
iSHARES TRUST	DVY	DJ SEL DIV INX	8,496	99	995,517,000	994,529,000	0.89		Hist	03/31/2023
iSHARES TRUST	IWS	Common	8,879	-858	942,950,000	941,961,000	0.85		Hist	03/31/2023
ALTRIA GROUP, INC.	MO	Common	19,342	-855	863,059,000	862,215,000	0.77	0.00	Hist	03/31/2023
SPDR S&P 500 ETF TRUST	SPY	Common	2,063	0	844,572,000	843,794,000	0.76		Hist	03/31/2023
<< Prev Next >>