Vantage Point Financial LLC
Q4 2024 13F Holdings
- Locationlisle, IL
- Num holdings
122
- Value ($000)
$185,553
- Date Filed01/24/2025
- Form type13F-HR
- CIK0002048892
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $26.19M | 14 % | 757,246 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $16.90M | 9 % | 263,351 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $9.09M | 5 % | 351,833 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $5.79M | 3 % | 115,155 | ||
AAPL APPLE INC | COM | 037833100 | $5.52M | 3 % | 22,048 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $5.50M | 3 % | 117,324 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $5.39M | 3 % | 84,526 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $5.30M | 3 % | 213,042 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $4.61M | 3 % | 66,872 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $4.05M | 2 % | 98,161 |
Rows Per Page
1 - 10 of 12210
- 10
- 50
- 100