TP

Turning Point Benefit Group, Inc.

13F
Turning Point Benefit Group, Inc.
Last update 2025-05-12 66 Stocks (11 new)
Value $107.00 Mil Turnover 18 %
Countries:
Top Holdings: BIL(31.47%)WWJD(11.32%)SPLG(8.18%)FLOT(5.70%)WPM(3.66%)
Summary Stock Picks Current Portfolio
Turning Point Benefit Group, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
367,873
33,656.7
+1.25%
31.470
+0.39%
0.070
+1.08%
+2.14%
42,785.6
 
WWJD
Inspire International ETF
397,951
12,104.3
-5.06%
11.320
-0.58%
4.190
+15.39%
+21.27%
377.8
 
SPLG
SPDR Portfolio S&P 500 ETF
147,468
8,749.3
-12.30%
8.180
-1.36%
0.020
+16.68%
+7.38%
72,719.7
 
FLOT
iShares Floating Rate Bond ETF
121,099
6,092.5
+130.95%
5.700
+3.23%
0.070
+1.33%
+2.44%
8,909.6
 
WPM
Wheaton Precious Metals Corp
55,395
3,915.3
-4.45%
3.660
-0.14%
0.010
+15.59%
+61.68%
41,184.4
Metals & Mining
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
133,144
3,539.0
+119.81%
3.310
+1.80%
0.180
+2.90%
+4.00%
0
 
SPEM
SPDR Portfolio Emerging Markets ETF
93,236
3,280.0
-3.81%
3.070
-0.13%
0.030
+12.54%
+14.01%
12,391.0
 
IAUM
iShares Gold Trust Micro
77,060
2,284.8
-17.45%
2.140
-0.40%
0.100
+7.23%
+27.02%
3,082.5
 
TFLR
T. Rowe Price Floating Rate ETF
38,267
1,904.6
+180.04%
1.780
+1.14%
0.710
+3.74%
+2.59%
291.1
 
SHV
iShares Short Treasury Bond ETF
16,946
1,867.1
+62.54%
1.750
+0.67%
0.010
+1.03%
+2.09%
20,617.0
 

Turning Point Benefit Group, Inc.'s Historical Top Holdings Breakdowns

Turning Point Benefit Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TPSC
Timothy Plan US Small Cap Core ETF
2025-03-31
Reduce
Reduce
-5.64%
●
36.14 ($38.88) 40.81
$40.12
3.19%
Reduce -93.06%
11,332
-151,941
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+3.23%
●
50.87 ($50.99) 51.09
$50.88
-0.22%
Add 130.95%
121,099
68,663
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
2025-03-31
Add
Add
+1.80%
●
27.1 ($27.45) 27.71
$27.61
0.58%
Add 119.81%
133,144
72,572
PDBC
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
2025-03-31
New Buy
New Buy
+1.49%
●
13.05 ($13.45) 13.97
$13.32
-0.97%
New holding
127,101
127,101
IVW
iShares S&P 500 Growth ETF
2025-03-31
Sold Out
Sold Out
-1.43%
●
92.45 ($100.81) 106.69
$110.80
9.91%
Sold Out
0
-14,922
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.36%
●
64.88 ($69.16) 72.1
$73.57
6.38%
Reduce -12.3%
147,468
-20,686
TFLR
T. Rowe Price Floating Rate ETF
2025-03-31
Add
Add
+1.14%
●
51.04 ($51.63) 51.98
$51.52
-0.21%
Add 180.04%
38,267
24,602
BLES
Inspire Global Hope ETF
2025-03-31
New Buy
New Buy
+1.11%
●
36.86 ($38.23) 39.26
$41.43
8.37%
New holding
48,018
48,018
IBD
Inspire Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-1.00%
●
23.28 ($23.62) 23.95
$24.01
1.65%
Sold Out
0
-44,973
NOW
ServiceNow Inc
2025-03-31
Sold Out
Sold Out
-0.68%
●
783.83 ($963.73) 1170.39
$1,044.69
8.40%
Sold Out
0
-707

Turning Point Benefit Group, Inc. Total Holding History ($B)

To

Turning Point Benefit Group, Inc.'s Asset Allocation

To

Turning Point Benefit Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Turning Point Benefit Group, Inc.'s Hypothetical Growth since 2025-03-31

Turning Point Benefit Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Turning Point Benefit Group, Inc.'s Holdings Heat Map

Size field:

Turning Point Benefit Group, Inc.'s Holdings Bubble Chart

Turning Point Benefit Group, Inc. News

  • 1

Discussions on Turning Point Benefit Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.