Viewpoint-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  null,
  "GOOGL",
  null,
  null,
  null,
  "MA",
  "MSFT",
  null,
  null,
  "AAPL",
  "NVDA",
  "GLD",
  "VWO",
  null,
  "LBRDA",
  "TSM",
  null,
  "TPL",
  "VPL",
  "VGK",
  null,
  "VT",
  "VOO",
  null,
  null,
  "BRK-B",
  "BHP",
  "CVX",
  "COST",
  "GOOG",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 33
Total Value: 185161973
Accession Number: 0000897069-25-000824
Form Type: 13F-HR
CIK: viewpoint-investment-partners
Manager Name: Viewpoint-Investment-Partners

Data Enrichment

67% identified

22 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

33 positions • $185.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

464287176

Shares:653.8K

Value:$72.6M

% of Portfolio:39.2% ($72.6M/$185.2M)

92189H300

Shares:1.7M

Value:$40.5M

% of Portfolio:21.8% ($40.5M/$185.2M)

464288513

Shares:425.4K

Value:$33.6M

% of Portfolio:18.1% ($33.6M/$185.2M)

922908769

VTI|922908769

Shares:17.2K

Value:$4.7M

% of Portfolio:2.6% ($4.7M/$185.2M)

464289867

Shares:57.6K

Value:$3.3M

% of Portfolio:1.8% ($3.3M/$185.2M)

922908363

VOO|922908363

Shares:6.3K

Value:$3.2M

% of Portfolio:1.8% ($3.2M/$185.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.2K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$185.2M)

464286517

Shares:59.1K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$185.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.5K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$185.2M)

464288810

Shares:29.3K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$185.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$185.2M)

MICROSOFT CORP

MSFT|594918104

Shares:3.8K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.2M)

97717X669

Shares:17.5K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.2M)

922042874

VGK|922042874

Shares:19.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$185.2M)

78464A631

Shares:8.2K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$185.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:6.2K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$185.2M)

Apple Inc.

AAPL|037833100

Shares:5.6K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$185.2M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.4K

Value:$972.5K

% of Portfolio:0.5% ($972.5K/$185.2M)

922042742

VT|922042742

Shares:8.3K

Value:$962.4K

% of Portfolio:0.5% ($962.4K/$185.2M)

922042858

VWO|922042858

Shares:20.9K

Value:$945.9K

% of Portfolio:0.5% ($945.9K/$185.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287176)✕	653.8K	QoQ +71.87% (+273.4K) YoY +40.90% (+189.8K)	All Managers (Combined)	$72.6M	39.2% ($72.6M/$185.2M)	QoQ +79.19% (+$32.1M) YoY +45.73% (+$22.8M)
(cusip92189H300)✕	1.7M	QoQ +243.79% (+1.2M) YoY +52.60% (+584.5K)	All Managers (Combined)	$40.5M	21.8% ($40.5M/$185.2M)	QoQ +254.95% (+$29.1M) YoY +48.55% (+$13.2M)
(cusip464288513)✕	425.4K	QoQ +100.00% (+212.7K) YoY +250.70% (+304.1K)	All Managers (Combined)	$33.6M	18.1% ($33.6M/$185.2M)	QoQ +100.61% (+$16.8M) YoY +255.93% (+$24.1M)
(VTIcusip922908769)	17.2K	QoQ NEW(+17.2K) YoY NEW(+17.2K)	All Managers (Combined)	$4.7M	2.6% ($4.7M/$185.2M)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
(cusip464289867)✕	57.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.3M	1.8% ($3.3M/$185.2M)	QoQ +0.43% (+$14.4K) YoY +3.41% (+$109.4K)
(VOOcusip922908363)	6.3K	QoQ +0.44% (-28) YoY +0.73% (+46)	All Managers (Combined)	$3.2M	1.8% ($3.2M/$185.2M)	QoQ -4.19% (-$142.2K) YoY +7.69% (+$231.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$185.2M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(cusip464286517)✕	59.1K	QoQ +302.04% (+44.4K) YoY +65.08% (+23.3K)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$185.2M)	QoQ +317.31% (+$1.7M) YoY +71.42% (+$922.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$185.2M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(cusip464288810)✕	29.3K	QoQ NEW(+29.3K) YoY NEW(+29.3K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$185.2M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$185.2M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
MICROSOFT CORP(MSFTcusip594918104)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.2M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip97717X669)✕	17.5K	QoQ NEW(+17.5K) YoY NEW(+17.5K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.2M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(VGKcusip922042874)	19.6K	QoQ NEW(+19.6K) YoY NEW(+19.6K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$185.2M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip78464A631)✕	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$185.2M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
AbbVie Inc.(ABBVcusip00287Y109)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$185.2M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Apple Inc.(AAPLcusip037833100)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$185.2M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
SPDR GOLD TRUST(GLDcusip78463V107)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$972.5K	0.5% ($972.5K/$185.2M)	QoQ NEW(+$972.5K) YoY NEW(+$972.5K)
(VTcusip922042742)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$962.4K	0.5% ($962.4K/$185.2M)	QoQ NEW(+$962.4K) YoY NEW(+$962.4K)
(VWOcusip922042858)	20.9K	QoQ NEW(+20.9K) YoY NEW(+20.9K)	All Managers (Combined)	$945.9K	0.5% ($945.9K/$185.2M)	QoQ NEW(+$945.9K) YoY NEW(+$945.9K)