VANTAGE POINT FINANCIAL LLC 13F Portfolio
VANTAGE POINT FINANCIAL LLC runs VANTAGE POINT FINANCIAL LLC and currently holds 188 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $328.00M. Their top holdings are DFAC, DCOR, DFIC, DFSD, DFSV. The top five represent 30.4% of reported portfolio weight. VANTAGE POINT FINANCIAL LLC ranks #861 out of 1000 investors tracked by Alpha Score. In the most recent quarter, VANTAGE POINT FINANCIAL LLC initiated 4 new positions. They added to 63 existing positions. They trimmed 31 positions. Their current best-performing preview position is MU with returns of +241.73%.
Portfolio Value
$328.00M
Alpha Score
23.5
#861 of 1000
Holdings
188
VANTAGE POINT FINANCIAL LLC Current 13F Holdings
Reported holdings from VANTAGE POINT FINANCIAL LLC's latest SEC 13F filing, ranked by portfolio weight.
188 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 14.00% | $35.43 | $45.31 | +27.87% | Added +3.22% |
 DCOR DIMENSIONAL ETF TRUST | 7.10% | $64.47 | $84.39 | +30.90% | Trimmed -5.65% |
 DFIC DIMENSIONAL ETF TRUST | 4.40% | $27.13 | $37.51 | +38.26% | Added +5.50% |
 DFSD DIMENSIONAL ETF TRUST | 2.45% | $47.17 | $46.66 | -1.08% | Added +6.61% |
 DFSV DIMENSIONAL ETF TRUST | 2.42% | $31.33 | $37.93 | +21.05% | Added +9.54% |
 VT VANGUARD INTL EQUITY INDEX F | 2.33% | $155.03 | $159.81 | +3.08% | Added +1636.30% |
 DFAX DIMENSIONAL ETF TRUST | 2.23% | $24.92 | $37.06 | +48.72% | Added +0.01% |
 DFEM DIMENSIONAL ETF TRUST | 2.16% | $27.42 | $40.01 | +45.92% | Added +5.18% |
 AAPL APPLE INC | 2.03% | $250.51 | $336.68 | +34.40% | Added +2.54% |
 CAT CATERPILLAR INC | 2.02% | $368.97 | $800.60 | +116.98% | Added +0.58% |
Showing 1-10 of 188