Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VIEWPOINT CAPITAL MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 140 | 157,322,045 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 1 | $16,905,818 | 93,723 | 0.01 | 0.01 | -40,822 | -30.34 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $8,571,842 | 17,832 | 0.01 | 0.01 | 232 | 1.32 | 03-31-2024 |
| CATERPILLAR INC | COM | 3 | $8,380,723 | 25,333 | 0.01 | 0.00 | 12,570 | 98.49 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $6,385,459 | 7,067 | 0.00 | 0.00 | 103 | 1.48 | 03-31-2024 |
