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Standpoint Asset Management, LLC13F | |
| Standpoint Asset Management, LLC | |
| Last update 2025-05-15 | 8 Stocks (0 new) |
| Value $543.00 Mil | Turnover 6 % |
Standpoint Asset Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 1,370,000 | 90,091.2 | +7.10% | 16.600 | +1.10% | 0.140 | +16.41% | +8.90% | 78,109.2 | ||
IVV | iShares Core S&P 500 ETF | 160,100 | 89,960.2 | +7.16% | 16.580 | +1.11% | 0.020 | +16.58% | +9.10% | 643,176.5 | ||
VOO | Vanguard S&P 500 ETF | 175,000 | 89,934.3 | +7.10% | 16.570 | +1.10% | 0.020 | +16.48% | +8.99% | 664,237.2 | ||
SCHX | Schwab U.S. Large-Cap ETF | 4,040,400 | 89,212.0 | +7.08% | 16.440 | +1.09% | 0.180 | +16.68% | +9.10% | 57,647.3 | ||
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 679,000 | 46,776.3 | +3.35% | 8.620 | +0.28% | 0.260 | +11.63% | +22.53% | 20,793.8 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 753,900 | 45,731.6 | +3.66% | 8.430 | +0.30% | 0.120 | +12.28% | +21.19% | 45,266.3 | ||
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 652,600 | 45,558.0 | +3.75% | 8.400 | +0.30% | 0.110 | +13.16% | +21.71% | 47,364.0 | ||
VXUS | Vanguard Total International Stock | 730,700 | 45,376.5 | +3.72% | 8.360 | +0.30% | 0.060 | +12.64% | +21.37% | 94,140.3 |
Standpoint Asset Management, LLC's Historical Top Holdings Breakdowns
Standpoint Asset Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.11% | 554.06 ($590.51) 615.85 | $638.29 | 8.09% | Add 7.16% | 160,100 | 10,700 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +1.10% | 64.88 ($69.16) 72.1 | $74.61 | 7.88% | Add 7.1% | 1,370,000 | 90,800 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.10% | 507.05 ($540.58) 563.67 | $583.40 | 7.92% | Add 7.1% | 175,000 | 11,600 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +1.09% | 21.75 ($23.28) 24.28 | $25.14 | 7.98% | Add 7.08% | 4,040,400 | 267,000 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-03-31 | Add Add | +0.30% | 65.06 ($69.34) 72.31 | $79.27 | 14.32% | Add 3.75% | 652,600 | 23,600 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Add Add | +0.30% | 56.51 ($60.25) 62.98 | $68.87 | 14.31% | Add 3.66% | 753,900 | 26,600 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | Add Add | +0.30% | 58.01 ($61.77) 64.46 | $70.80 | 14.62% | Add 3.72% | 730,700 | 26,200 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-03-31 | Add Add | +0.28% | 63.77 ($68.2) 71.36 | $77.66 | 13.87% | Add 3.35% | 679,000 | 22,000 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add Add | +11.39% | 20.37 ($21.79) 22.62 | $25.14 | 15.37% | Add 238.63% | 3,773,400 | 886,367 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2024-09-30 | Add Add | +1.87% | 60.84 ($65.03) 67.51 | $74.61 | 14.73% | Add 12.92% | 1,279,200 | 146,400 |
Standpoint Asset Management, LLC Total Holding History ($B)
Standpoint Asset Management, LLC's Asset Allocation
Standpoint Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Standpoint Asset Management, LLC's Hypothetical Growth since 2025-03-31
Standpoint Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Standpoint Asset Management, LLC's Holdings Heat Map
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Standpoint Asset Management, LLC's Holdings Bubble Chart
Standpoint Asset Management, LLC News
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