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Turning Point Benefit Group, Inc.

Portfolio Manager
Turning Point Benefit Group, Inc.
Performance
+2.57% (2025 Q4)
AUM (13F)
$113.36M
# of Holdings
95
Performance Rank
Allocation (Top 20)
69.6%

Turning Point Benefit Group, Inc. Holdings Map

Top 50 Turning Point Benefit Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SERIES TRUST
23.64%405.9K$37.1M
+48.30%(+132.19K)
2025-Q1: 367.9K shares2025-Q2: 345.4K shares2025-Q3: 293.6K shares2025-Q4: 273.7K shares2026-Q1: 405.9K shares
$91.58(-0.08%)
2026-03-31
WWJD
NORTHERN LTS FD TR IV
7.43%396.1K$11.7M
+49.60%(+131.32K)
2025-Q1: 398.0K shares2025-Q2: 365.8K shares2025-Q3: 283.5K shares2025-Q4: 264.7K shares2026-Q1: 396.1K shares
$32.73(+21.01%)
2026-03-31
SPYM
SPDR SERIES TRUST
5.37%141.7K$8.4M
+16.19%(+19.75K)
2025-Q1: 147.5K shares2025-Q2: 179.9K shares2025-Q3: 138.9K shares2025-Q4: 122.0K shares2026-Q1: 141.7K shares
$69.75(+26.24%)
2026-03-31
FLOT
ISHARES TR
4.62%142.9K$7.3M
-42.70%(-106.46K)
2025-Q1: 121.1K shares2025-Q2: 102.0K shares2025-Q3: 178.4K shares2025-Q4: 249.3K shares2026-Q1: 142.9K shares
$50.99(-0.11%)
2026-03-31
WPM
WHEATON PRECIOUS METALS CORP
3.57%56.7K$5.6M
+4.91%(+2.65K)
2025-Q1: 55.4K shares2025-Q2: 54.1K shares2025-Q3: 52.5K shares2025-Q4: 54.1K shares2026-Q1: 56.7K shares
$63.25(+120.19%)
2026-03-31
TPSC
TIMOTHY PLAN
3.11%141.8K$4.9M
+62.83%(+54.73K)
2025-Q1: 11.3K shares2025-Q2: 134.5K shares2025-Q3: 96.8K shares2025-Q4: 87.1K shares2026-Q1: 141.8K shares
$39.45(+13.75%)
2026-03-31
CGMS
CAPITAL GRP FIXED INCM ETF T
2.76%158.7K$4.3M
-41.94%(-114.64K)
2025-Q1: 133.1K shares2025-Q2: 107.8K shares2025-Q3: 193.8K shares2025-Q4: 273.3K shares2026-Q1: 158.7K shares
$27.58(-0.35%)
2026-03-31
SPEM
SPDR INDEX SHS FDS
2.37%97.2K$3.7M
+14.98%(+12.67K)
2025-Q1: 93.2K shares2025-Q2: 91.4K shares2025-Q3: 86.8K shares2025-Q4: 84.5K shares2026-Q1: 97.2K shares
$40.71(+28.17%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
2.13%62.6K$3.3M
-48.92%(-59.94K)
2025-Q1: 19.5K shares2025-Q2: 27.9K shares2025-Q3: 101.1K shares2025-Q4: 122.5K shares2026-Q1: 62.6K shares
$43.67(+27.20%)
2026-03-31
VYMI
VANGUARD WHITEHALL FDS
1.98%32.6K$3.1M
-42.59%(-24.21K)
2025-Q1: 10.1K shares2025-Q2: 15.8K shares2025-Q3: 46.9K shares2025-Q4: 56.8K shares2026-Q1: 32.6K shares
$80.65(+23.46%)
2026-03-31

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