AI Portfolio Summary
In 2026 Q1, Standpoint Asset Management, LLC maintained a portfolio of 8 distinct positions. The fund also reduced its exposure to SPDR SERIES TRUST by 3.9%.
Total Positions
8
Quarter
2026 Q1
Top Holding
IVV (16.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 16.05% | 16.40% |
#1
1
Prev: #2
|
6.5 | -3,500 | -3.3% |
P
S
|
101,300 | $66,170,173 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 16.03% | 16.42% |
#2
1
Prev: #1
|
6.0 | -4,000 | -3.5% |
P
S
|
110,600 | $66,089,030 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 15.95% | 16.34% |
#3
Prev: #3
|
5.5 | -93,200 | -3.5% |
P
S
|
2,564,300 | $65,748,652 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 15.87% | 16.30% |
#4
Prev: #4
|
5.0 | -34,400 | -3.9% |
P
S
|
855,100 | $65,449,354 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 9.20% | 8.85% |
#5
Prev: #5
|
4.7 | -15,700 | -3.3% |
P
S
|
454,100 | $37,949,137 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IXUS
ISHARES TR
|
ETF | 9.00% | 8.59% |
#6
Prev: #6
|
4.1 | -16,300 | -3.7% |
P
S
|
428,100 | $37,090,584 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 8.97% | 8.57% |
#7
Prev: #7
|
4.1 | -17,900 | -3.5% |
P
S
|
492,300 | $36,971,730 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 8.93% | 8.52% |
#8
Prev: #8
|
4.1 | -16,900 | -3.4% |
P
S
|
477,600 | $36,827,736 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 |
Showing 1-8 of 8 holdings