TURNING POINT BENEFIT GROUP, INC.

PrivateCIK: 2008513
Location

FREDERICK, MD

95
Positions
$157.01M
Total AUM (reported)
2.81M
Total Shares

Allocation by class

TOTAL AUM$157.01M95 positions
STATE STREET SPD$49.29M31.4%
COM$25.83M16.4%
INSPIRE INTL ETF$11.67M7.4%
FLTG RATE NT ETF$7.25M4.6%
U S SM CP CORE$4.89M3.1%
US MULTI-SECTOR$4.34M2.8%
INTERNATNAL VAL$3.35M2.1%

Portfolio Concentration

Top 336.5%4–1020.6%11–2517.2%Rest25.8%TOP 1057.0%0%100%
Top 3$57.24M36.5%
4–10$32.28M20.6%
11–25$27.00M17.2%
Rest$40.50M25.8%

Top 3 weight

36.5%

Top 10 weight

57.0%

Voting Authority Distribution

Total shares with voting rights: 2.81M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.81M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole95
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings95
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares405.87K
TypeSH
Market value$37.12M
23.64%
Sole
0.00
Shared
0.00
None
405.87K

NORTHERN LTS FD TR IV

SOLE
INSPIRE INTL ETF
Shares396.07K
TypeSH
Market value$11.67M
7.43%
Sole
0.00
Shared
0.00
None
396.07K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares141.73K
TypeSH
Market value$8.44M
5.37%
Sole
0.00
Shared
0.00
None
141.73K

ISHARES TR

SOLE
FLTG RATE NT ETF
Shares142.86K
TypeSH
Market value$7.25M
4.62%
Sole
0.00
Shared
0.00
None
142.86K

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares56.71K
TypeSH
Market value$5.61M
3.57%
Sole
0.00
Shared
0.00
None
56.71K

TIMOTHY PLAN

SOLE
U S SM CP CORE
Shares141.85K
TypeSH
Market value$4.89M
3.11%
Sole
0.00
Shared
0.00
None
141.85K

CAPITAL GRP FIXED INCM ETF T

SOLE
US MULTI-SECTOR
Shares158.69K
TypeSH
Market value$4.34M
2.76%
Sole
0.00
Shared
0.00
None
158.69K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares97.21K
TypeSH
Market value$3.72M
2.37%
Sole
0.00
Shared
0.00
None
97.21K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares62.58K
TypeSH
Market value$3.35M
2.13%
Sole
0.00
Shared
0.00
None
62.58K

VANGUARD WHITEHALL FDS

SOLE
INTL HIGH ETF
Shares32.63K
TypeSH
Market value$3.11M
1.98%
Sole
0.00
Shared
0.00
None
32.63K

SPDR GOLD TR

SOLE
GOLD SHS
Shares6.78K
TypeSH
Market value$2.90M
1.85%
Sole
0.00
Shared
0.00
None
6.78K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares6.76K
TypeSH
Market value$2.31M
1.47%
Sole
0.00
Shared
0.00
None
6.76K

ISHARES GOLD TR

SOLE
SHARES REPRESENT
Shares74.99K
TypeSH
Market value$2.29M
1.46%
Sole
0.00
Shared
0.00
None
74.99K

TIMOTHY PLAN

SOLE
HIG DV STK ETF
Shares53.20K
TypeSH
Market value$2.21M
1.41%
Sole
0.00
Shared
0.00
None
53.20K

ISHARES INC

SOLE
MSCI GLB SLV&MTL
Shares49.40K
TypeSH
Market value$1.81M
1.15%
Sole
0.00
Shared
0.00
None
49.40K

ISHARES INC

SOLE
MSCI GBL GOLD MN
Shares22.26K
TypeSH
Market value$1.80M
1.15%
Sole
0.00
Shared
0.00
None
22.26K

NORTHERN LTS FD TR IV

SOLE
INSPIRE 100 ETF
Shares41.27K
TypeSH
Market value$1.66M
1.06%
Sole
0.00
Shared
0.00
None
41.27K

TIMOTHY PLAN

SOLE
INTL ETF
Shares44.50K
TypeSH
Market value$1.62M
1.03%
Sole
0.00
Shared
0.00
None
44.50K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares31.76K
TypeSH
Market value$1.60M
1.02%
Sole
0.00
Shared
0.00
None
31.76K

ALPHABET INC

SOLE
CAP STK CL C
Shares5.37K
TypeSH
Market value$1.59M
1.02%
Sole
0.00
Shared
0.00
None
5.37K

INVESCO EXCH TRD SLF IDX FD

SOLE
BULLETSHS 2030
Shares57.34K
TypeSH
Market value$1.48M
0.94%
Sole
0.00
Shared
0.00
None
57.34K

INVESCO ACTVELY MNGD ETC FD

SOLE
OPTIMUM YIELD
Shares102.63K
TypeSH
Market value$1.44M
0.92%
Sole
0.00
Shared
0.00
None
102.63K

INVESCO EXCH TRD SLF IDX FD

SOLE
BULETSHS 2029 HG
Shares67.71K
TypeSH
Market value$1.43M
0.91%
Sole
0.00
Shared
0.00
None
67.71K

BLACKROCK ETF TRUST II

SOLE
ISHARES FLOATING
Shares28.20K
TypeSH
Market value$1.43M
0.91%
Sole
0.00
Shared
0.00
None
28.20K

INVESCO EXCH TRD SLF IDX FD

SOLE
INVSCO 28 HYCORP
Shares65.54K
TypeSH
Market value$1.43M
0.91%
Sole
0.00
Shared
0.00
None
65.54K
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