Turning Point Benefit Group, Inc. Quant / Systematic

CIK: 0002008513 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $105,173 (100.0% shares, 0.0% debt)

Holdings (64)

BIL SPDR SER TR 31.6%
Value ($000) $33,227 Shares 363,349 Est. Cost $91.45 Unrealized
WWJD NORTHERN LTS FD TR IV 11.5%
Value ($000) $12,146 Shares 419,157 Est. Cost $28.98 Unrealized
SPYM SPDR SER TR 11.0%
Value ($000) $11,590 Shares 168,154 Est. Cost $68.93 Unrealized
TPSC TIMOTHY PLAN 6.1%
Value ($000) $6,372 Shares 163,273 Est. Cost $39.03 Unrealized
SPEM SPDR INDEX SHS FDS 3.5%
Value ($000) $3,712 Shares 96,930 Est. Cost $38.30 Unrealized
WPM WHEATON PRECIOUS METALS CORP 3.1%
Value ($000) $3,250 Shares 57,972 Est. Cost $61.60 Unrealized 0.0%
FLOT ISHARES TR 2.5%
Value ($000) $2,673 Shares 52,436 Est. Cost $50.97 Unrealized
IAUM ISHARES GOLD TR 2.3%
Value ($000) $2,444 Shares 93,345 Est. Cost $26.18 Unrealized
BIBL NORTHERN LTS FD TR IV 1.6%
Value ($000) $1,655 Shares 42,327 Est. Cost $39.10 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 1.6%
Value ($000) $1,642 Shares 60,572 Est. Cost $27.10 Unrealized
IVW ISHARES TR 1.4%
Value ($000) $1,504 Shares 14,922 Est. Cost $100.76 Unrealized
SHV ISHARES TR 1.1%
Value ($000) $1,149 Shares 10,426 Est. Cost $110.25 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $1,066 Shares 2,085 Est. Cost $511.14 Unrealized
IBD NORTHERN LTS FD TR IV 1.0%
Value ($000) $1,054 Shares 44,973 Est. Cost $23.44 Unrealized
GLD SPDR GOLD TR 1.0%
Value ($000) $1,019 Shares 4,148 Est. Cost $245.74 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $931 Shares 2,231 Est. Cost $422.35 Unrealized 0.0%
HEFA ISHARES TR 0.9%
Value ($000) $905 Shares 26,048 Est. Cost $34.75 Unrealized
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $872 Shares 31,295 Est. Cost $27.87 Unrealized
TPLC TIMOTHY PLAN 0.7%
Value ($000) $781 Shares 18,139 Est. Cost $43.05 Unrealized
NOW SERVICENOW INC 0.7%
Value ($000) $718 Shares 707 Est. Cost $202.58 Unrealized 0.0%
TFLR T ROWE PRICE ETF INC 0.7%
Value ($000) $708 Shares 13,665 Est. Cost $51.83 Unrealized
IJJ ISHARES TR 0.7%
Value ($000) $693 Shares 5,548 Est. Cost $124.86 Unrealized
TPIF TIMOTHY PLAN 0.6%
Value ($000) $598 Shares 22,964 Est. Cost $26.06 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $593 Shares 6,053 Est. Cost $97.92 Unrealized
COWZ PACER FDS TR 0.5%
Value ($000) $570 Shares 12,950 Est. Cost $44.01 Unrealized
ICSH ISHARES TR 0.5%
Value ($000) $562 Shares 11,143 Est. Cost $50.43 Unrealized
BILS SPDR SER TR 0.5%
Value ($000) $549 Shares 5,530 Est. Cost $99.29 Unrealized
RING ISHARES INC 0.5%
Value ($000) $549 Shares 18,644 Est. Cost $29.45 Unrealized
SLVP ISHARES INC 0.5%
Value ($000) $531 Shares 44,682 Est. Cost $11.88 Unrealized
EVRG EVERGY INC 0.5%
Value ($000) $484 Shares 7,985 Est. Cost $59.13 Unrealized 0.0%
O REALTY INCOME CORP 0.5%
Value ($000) $484 Shares 9,225 Est. Cost $54.51 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value ($000) $429 Shares 2,231 Est. Cost $175.67 Unrealized 0.0%
V VISA INC 0.4%
Value ($000) $405 Shares 1,321 Est. Cost $298.33 Unrealized 0.0%
TPHD TIMOTHY PLAN 0.4%
Value ($000) $402 Shares 10,994 Est. Cost $36.60 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $395 Shares 5,894 Est. Cost $67.08 Unrealized
VEEV VEEVA SYS INC 0.4%
Value ($000) $393 Shares 1,848 Est. Cost $219.92 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $393 Shares 779 Est. Cost $514.68 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $386 Shares 2,893 Est. Cost $129.14 Unrealized 0.0%
SMH VANECK ETF TRUST 0.4%
Value ($000) $374 Shares 1,527 Est. Cost $244.64 Unrealized
GLRY NORTHERN LTS FD TR IV 0.4%
Value ($000) $369 Shares 11,955 Est. Cost $30.87 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $358 Shares 10,126 Est. Cost $35.36 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value ($000) $347 Shares 15,794 Est. Cost $20.44 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.3%
Value ($000) $344 Shares 8,597 Est. Cost $40.05 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $337 Shares 4,119 Est. Cost $84.51 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $320 Shares 1,832 Est. Cost $174.67 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $316 Shares 344 Est. Cost $922.64 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $315 Shares 2,878 Est. Cost $112.36 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $309 Shares 3,261 Est. Cost $88.03 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $306 Shares 1,777 Est. Cost $171.20 Unrealized 0.0%
WCC WESCO INTL INC 0.3%
Value ($000) $303 Shares 1,664 Est. Cost $187.01 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $300 Shares 1,138 Est. Cost $281.95 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $275 Shares 4,173 Est. Cost $65.78 Unrealized
EPI WISDOMTREE TR 0.3%
Value ($000) $265 Shares 5,846 Est. Cost $45.27 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.3%
Value ($000) $265 Shares 7,547 Est. Cost $35.05 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $254 Shares 1,019 Est. Cost $257.33 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $244 Shares 2,595 Est. Cost $93.36 Unrealized 0.0%
VST VISTRA CORP 0.2%
Value ($000) $240 Shares 1,482 Est. Cost $137.88 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $227 Shares 799 Est. Cost $290.22 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.2%
Value ($000) $219 Shares 2,379 Est. Cost $92.11 Unrealized
WMT WALMART INC 0.2%
Value ($000) $217 Shares 2,372 Est. Cost $85.80 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $217 Shares 1,201 Est. Cost $170.68 Unrealized 0.0%
MOTI VANECK ETF TRUST 0.2%
Value ($000) $209 Shares 7,134 Est. Cost $29.36 Unrealized
TIMOTHY PLAN 0.2%
Value ($000) $209 Shares 8,363 Est. Cost $24.98 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $202 Shares 971 Est. Cost $208.14 Unrealized