Filed: 4/16/2025ACC: 0000897069-25-000824
📋 What this filing means
VIEWPOINT INVESTMENT PARTNERS CORP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $185.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$185.16M
Total AUM (reported)
3.13M
Total Shares
Allocation by class
TIPS BD ETF$72.63M39.2%
JP MRGAN EM LOC$40.46M21.8%
IBOXX HI YD ETF$33.56M18.1%
COM$8.86M4.8%
TOTAL STK MKT$4.73M2.6%
CORE 60/40 BALAN$3.32M1.8%
S&P 500 ETF SHS$3.25M1.8%
Portfolio Concentration
Top 3$146.65M79.2%
4–10$19.37M10.5%
11–25$16.07M8.7%
Rest$3.08M1.7%
Top 3 weight
79.2%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 3.13M
Sole
Full voting authority
3.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
ISHARES TR
SOLEShares653.80K
TypeSH
Market value$72.63M
39.23%
Sole
653.80K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares1.70M
TypeSH
Market value$40.46M
21.85%
Sole
1.70M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares425.40K
TypeSH
Market value$33.56M
18.12%
Sole
425.40K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares17.20K
TypeSH
Market value$4.73M
2.55%
Sole
17.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares57.59K
TypeSH
Market value$3.32M
1.79%
Sole
57.59K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.32K
TypeSH
Market value$3.25M
1.75%
Sole
6.32K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.24K
TypeSH
Market value$2.26M
1.22%
Sole
4.24K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares59.10K
TypeSH
Market value$2.21M
1.20%
Sole
59.10K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares7.50K
TypeSH
Market value$1.84M
0.99%
Sole
7.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares29.30K
TypeSH
Market value$1.76M
0.95%
Sole
29.30K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.74K
TypeSH
Market value$1.64M
0.89%
Sole
1.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.84K
TypeSH
Market value$1.44M
0.78%
Sole
3.84K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares17.54K
TypeSH
Market value$1.40M
0.76%
Sole
17.54K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares19.60K
TypeSH
Market value$1.38M
0.74%
Sole
19.60K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares8.15K
TypeSH
Market value$1.31M
0.71%
Sole
8.15K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares6.24K
TypeSH
Market value$1.31M
0.71%
Sole
6.24K
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.60K
TypeSH
Market value$1.24M
0.67%
Sole
5.60K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares3.38K
TypeSH
Market value$972.5K
0.53%
Sole
3.38K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares8.30K
TypeSH
Market value$962.4K
0.52%
Sole
8.30K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares20.90K
TypeSH
Market value$945.9K
0.51%
Sole
20.90K
Shared
0.00
None
0.00
SPINNAKER ETF SERIES
SOLEShares24.85K
TypeSH
Market value$833.2K
0.45%
Sole
24.85K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares9.87K
TypeSH
Market value$715.3K
0.39%
Sole
9.87K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares9.60K
TypeSH
Market value$660.6K
0.36%
Sole
9.60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.25K
TypeSH
Market value$657.4K
0.36%
Sole
4.25K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.54K
TypeSH
Market value$600.4K
0.32%
Sole
5.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | TIPS BD ETF | 653.80K | SH | $72.63M 39.23% | 653.80K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 1.70M | SH | $40.46M 21.85% | 1.70M | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 425.40K | SH | $33.56M 18.12% | 425.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.20K | SH | $4.73M 2.55% | 17.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 60/40 BALAN | 57.59K | SH | $3.32M 1.79% | 57.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.32K | SH | $3.25M 1.75% | 6.32K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.24K | SH | $2.26M 1.22% | 4.24K | 0.00 | 0.00 |
ISHARES INCSOLE | JP MORGAN EM ETF | 59.10K | SH | $2.21M 1.20% | 59.10K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 7.50K | SH | $1.84M 0.99% | 7.50K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. MED DVC ETF | 29.30K | SH | $1.76M 0.95% | 29.30K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.74K | SH | $1.64M 0.89% | 1.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.84K | SH | $1.44M 0.78% | 3.84K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 17.54K | SH | $1.40M 0.76% | 17.54K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 19.60K | SH | $1.38M 0.74% | 19.60K | 0.00 | 0.00 |
SPDR SER TRSOLE | AEROSPACE DEF | 8.15K | SH | $1.31M 0.71% | 8.15K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 6.24K | SH | $1.31M 0.71% | 6.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.60K | SH | $1.24M 0.67% | 5.60K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 3.38K | SH | $972.5K 0.53% | 3.38K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 8.30K | SH | $962.4K 0.52% | 8.30K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 20.90K | SH | $945.9K 0.51% | 20.90K | 0.00 | 0.00 |
SPINNAKER ETF SERIESSOLE | SELECT STOXX EUR | 24.85K | SH | $833.2K 0.45% | 24.85K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 9.87K | SH | $715.3K 0.39% | 9.87K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 9.60K | SH | $660.6K 0.36% | 9.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.25K | SH | $657.4K 0.36% | 4.25K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.54K | SH | $600.4K 0.32% | 5.54K | 0.00 | 0.00 |
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