Top 50 Turning Point Benefit Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 23.64% | 405.9K | $37.1M | +48.30%(+132.19K) | $91.58(-0.08%) | 2026-03-31 | |
| WWJD | NORTHERN LTS FD TR IV | 7.43% | 396.1K | $11.7M | +49.60%(+131.32K) | $32.73(+21.01%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.37% | 141.7K | $8.4M | +16.19%(+19.75K) | $69.75(+26.24%) | 2026-03-31 | |
| FLOT | ISHARES TR | 4.62% | 142.9K | $7.3M | -42.70%(-106.46K) | $50.99(-0.11%) | 2026-03-31 | |
| WPM | WHEATON PRECIOUS METALS CORP | 3.57% | 56.7K | $5.6M | +4.91%(+2.65K) | $63.25(+120.19%) | 2026-03-31 | |
| TPSC | TIMOTHY PLAN | 3.11% | 141.8K | $4.9M | +62.83%(+54.73K) | $39.45(+13.75%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 2.76% | 158.7K | $4.3M | -41.94%(-114.64K) | $27.58(-0.35%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.37% | 97.2K | $3.7M | +14.98%(+12.67K) | $40.71(+28.17%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.13% | 62.6K | $3.3M | -48.92%(-59.94K) | $43.67(+27.20%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 1.98% | 32.6K | $3.1M | -42.59%(-24.21K) | $80.65(+23.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.20% | +52.88% |
| Top 20 Holdings Unweighted | +23.83% | +89.87% |
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