Latest Standpoint Asset Management, LLC Stock Portfolio
About Standpoint Asset Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Standpoint Asset Management, LLC reported an equity portfolio of $527.7 Millions as of 30 Sep, 2024.
The top stock holdings of Standpoint Asset Management, LLC are BIL, VB, IJR. The fund has invested 16.4% of it's portfolio in SPDR SER TR and 16.3% of portfolio in VANGUARD INDEX FDS.
The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), VANGUARD STAR FDS (VXUS) and VANGUARD INTL EQUITY INDEX F (VEU).
The top stock holdings of Standpoint Asset Management, LLC are BIL, VB, IJR. The fund has invested 16.4% of it's portfolio in SPDR SER TR and 16.3% of portfolio in VANGUARD INDEX FDS.
The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), VANGUARD STAR FDS (VXUS) and VANGUARD INTL EQUITY INDEX F (VEU).
Standpoint Asset Management, LLC Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 15.37 |
| vanguard star fds | 15.06 |
| vanguard intl equity index f | 15.01 |
| ishares tr | 14.48 |
| spdr ser tr | 12.92 |
| vanguard index fds | 12.92 |
| schwab strategic tr | 12.88 |
| ishares tr | 12.84 |
Additions to existing portfolio by Standpoint Asset Management, LLC
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 5.0 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 4.1 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Standpoint Asset Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Standpoint Asset Management, LLC
Last Reported on: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGT | ishares tr | 8.82 | 657,000 | 46,535,300 | added | 14.48 | ||
| BIL | spdr ser tr | 16.36 | 1,279,200 | 86,358,800 | added | 12.92 | ||
| FNDA | schwab strategic tr | 16.17 | 1,257,800 | 85,341,700 | added | 12.88 | ||
| IBCE | ishares tr | 8.66 | 629,000 | 45,684,300 | added | 15.37 | ||
| IJR | ishares tr | 16.33 | 149,400 | 86,176,900 | added | 12.84 | ||
| VB | vanguard index fds | 16.34 | 163,400 | 86,221,300 | added | 12.92 | ||
| VEU | vanguard intl equity index f | 8.68 | 727,300 | 45,819,900 | added | 15.01 | ||
| VXUS | vanguard star fds | 8.64 | 704,500 | 45,609,300 | added | 15.06 | ||