Turning Point Benefit Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $25.01M | 13.1% |
| ISHARES TR | $12.68M | 6.6% |
| SPDR SERIES TRUST | $9.79M | 5.1% |
| NORTHERN LTS FD TR IV | $9.66M | 5.0% |
| CAPITAL GRP FIXED INCM ETF T | $7.55M | 3.9% |
| WHEATON PRECIOUS METALS CORP | $6.35M | 3.3% |
| DIMENSIONAL ETF TRUST | $6.11M | 3.2% |
| VANGUARD WHITEHALL FDS | $5.12M | 2.7% |
| Bluerock Private Real Estate FundBPRE | $5.04M | 2.6% |
| T ROWE PRICE ETF INC | $4.57M | 2.4% |
| SPDR INDEX SHS FDS | $3.96M | 2.1% |
| TIMOTHY PLAN | $3.61M | 1.9% |
| INVESCO EXCH TRADED FD TR II | $3.55M | 1.9% |
| FIRST TR EXCHANGE-TRADED FD | $3.16M | 1.7% |
| CAPITAL GROUP DIVIDEND VALUE | $3.16M | 1.6% |
| VANECK ETF TRUST | $3.03M | 1.6% |
| ISHARES INC | $3.00M | 1.6% |
| SPDR GOLD TR | $2.99M | 1.6% |
| INVESCO EXCHANGE TRADED FD T | $2.96M | 1.5% |
| VANECK ETF TRUST | $2.90M | 1.5% |
| ISHARES GOLD TR | $2.83M | 1.5% |
| TIMOTHY PLAN | $2.79M | 1.5% |
| ISHARES INC | $2.71M | 1.4% |
| NORTHERN LTS FD TR IV | $2.62M | 1.4% |
| TIMOTHY PLAN | $2.27M | 1.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $2.24M | 1.2% |
| TIMOTHY PLAN | $2.10M | 1.1% |
| PRINCIPAL EXCHANGE TRADED FD | $1.86M | 1.0% |
| iShares MSCI UAE ETF | $1.83M | 1.0% |
| Alphabet Inc. | $1.76M | 0.9% |
| MICROSOFT CORP | $1.75M | 0.9% |
| INVESCO EXCH TRD SLF IDX FD | $1.60M | 0.8% |
| INVESCO EXCH TRD SLF IDX FD | $1.60M | 0.8% |
| INVESCO EXCH TRD SLF IDX FD | $1.59M | 0.8% |
| NVIDIA Corp | $1.41M | 0.7% |
| BLACKROCK ETF TRUST II | $1.10M | 0.6% |
| REALTY INCOME CORP | $1.08M | 0.6% |
| Valero Energy Corp | $994.2K | 0.5% |
| INVESCO ACTVELY MNGD ETC FD | $981.7K | 0.5% |
| Evergy, Inc. | $865.4K | 0.5% |
| BARRICK MNG CORP | $836.1K | 0.4% |
| VANGUARD WHITEHALL FDS | $834.1K | 0.4% |
| WEC ENERGY GROUP, INC. | $806.3K | 0.4% |
| OMEGA HEALTHCARE INVESTORS INC | $751.9K | 0.4% |
| VEEVA SYSTEMS INC | $734.6K | 0.4% |
| NORTHERN LTS FD TR IV | $733.2K | 0.4% |
| EXXON MOBIL CORP | $700.4K | 0.4% |
| Visa Inc | $692.0K | 0.4% |
| Mastercard Inc | $691.9K | 0.4% |
| WESCO INTERNATIONAL INC | $649.3K | 0.3% |