Vantage Point Financial LLC
Q1 2025 13F Holdings
- Locationlisle, IL
- Num holdings
131
- Value ($000)
$198,472
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $27.33 M | 14 % | 828,382 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $17.37 M | 9 % | 283,295 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.43 M | 5 % | 375,608 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $6.06 M | 3 % | 127,563 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $5.88 M | 3 % | 116,860 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $5.54 M | 3 % | 211,523 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $5.26 M | 3 % | 87,017 | ||
AAPL APPLE INC | COM | 037833100 | $5.14 M | 3 % | 23,151 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $5.09 M | 3 % | 77,401 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $4.51 M | 2 % | 107,176 |
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