Fund HoldingsGraypoint LLC

Total Portfolio Value
$1.06B
Total Bought
$109.44M
Total Sold
$42.86M
Net Transaction
+$66.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF33,131150,753+117,6221,6757,3340.69%+5,659
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
0103,824+103,82405,1420.48%+5,142
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
0105,869+105,86904,9680.47%+4,968
ISHARES NATIONAL MUNI BOND ETF22,41165,224+42,8132,3926,6880.63%+4,296
ISHARES MSCI INTL QUALITY FACTOR ETF
MSCI INTL QUALTY
0124,799+124,79904,1940.39%+4,194
ISHARES MBS ETF050,474+50,47404,4820.42%+4,482
ISHARES CORE S&P 500 ETF110,217123,444+13,22749,12553,0104.98%+3,886
ISHARES U.S. TECHNOLOGY ETF028,280+28,28002,9670.28%+2,967
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
452,415520,673+68,25825,03227,8872.62%+2,855
VANGUARD S&P 500 ETF8,85015,661+6,8113,6056,1500.58%+2,546
WELLS FARGO CO NEW PERP PFD CNV A(WFC)02,522+2,52202,8120.26%+2,812
OMEGA HEALTHCARE INVS INC COM(OHI)066,400+66,40002,2020.21%+2,202
MIDCAP FINANCIAL INVSTMNT CORP COM NEW0151,974+151,97402,0900.20%+2,090
HERCULES CAPITAL INC COM(HCXY)0126,107+126,10702,0710.19%+2,071
BLACKROCK FLOATING RATE INCOME COM
COM
0162,768+162,76802,0540.19%+2,054
EAGLE POINT INCOME COMPANY INC COM0143,374+143,37402,0430.19%+2,043
BLACKROCK FLOATING RATE INC TR COM0165,835+165,83502,0000.19%+2,000
FS KKR CAP CORP COM(FSK)0101,470+101,47001,9980.19%+1,998
SPLUNK INC COM013,226+13,22601,9340.18%+1,934
ISHARES RUSSELL 1000 GROWTH ETF147,427157,817+10,39040,56941,9783.95%+1,409
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
176,433208,271+31,8387,3138,5450.80%+1,232
BAIN CAP SPECIALTY FIN INC COM STK(BCSF)096,052+96,05201,4710.14%+1,471
SCHWAB U.S. MID-CAP ETF016,904+16,90401,1440.11%+1,144
TESLA INC COM(TSLA)10,32615,167+4,8412,7033,7950.36%+1,092
META PLATFORMS INC CL A(META)12,78815,672+2,8843,6704,7050.44%+1,035
VANGUARD SMALL-CAP ETF9,52915,184+5,6551,8952,8710.27%+976
ALPHABET INC CAP STK CL A(GOOG)45,75648,914+3,1585,4776,4010.60%+924
VANGUARD DIVIDEND APPRECIATION ETF14,77821,098+6,3202,4003,2780.31%+878
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
115,696113,522-2,1749,39110,2610.96%+870
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
06,096+6,09608520.08%+852
ABBVIE INC COM(ABBV)015,161+15,16102,2600.21%+2,260
ELI LILLY & CO COM(LLY)5,7656,488+7232,7043,4850.33%+781
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
03,320+3,32007800.07%+780
OFS CREDIT COMPANY INC COM0107,260+107,26007600.07%+760
ALPHABET INC CAP STK CL C(GOOG)46,00847,946+1,9385,5666,3220.59%+756
INVESCO S&P 500 LOW VOLATILITY ETF012,241+12,24107200.07%+720
PENNANTPARK FLOATING RATE CAP COM(PFLA)062,700+62,70006680.06%+668
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
08,892+8,89206440.06%+644
CHEVRON CORP NEW COM(CVX)28,78730,554+1,7674,5305,1520.48%+622
VANGUARD GROWTH ETF02,248+2,24806120.06%+612
UNITEDHEALTH GROUP INC COM(UNH)6,5127,407+8953,1303,7340.35%+604
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
010,262+10,26205910.06%+591
BLACKSTONE INC COM(BX)36,61537,279+6643,4043,9940.38%+590
AMAZON COM INC COM(AMZN)56,27762,316+6,0397,3367,9220.74%+585
EXXON MOBIL CORP COM30,47332,699+2,2263,2683,8450.36%+577
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
65,06778,489+13,4223,3823,9110.37%+529
BERKSHIRE HATHAWAY INC DEL CL B NEW13,96015,047+1,0874,7605,2710.50%+511
INTERNATIONAL BUSINESS MACHS COM(IBM)07,585+7,58501,0640.10%+1,064
VALERO ENERGY CORP COM(VLO)21,54021,041-4992,5272,9820.28%+455
ISHARES CORE S&P SMALL CAP ETF252,094270,998+18,90425,12125,5632.40%+442
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
84,856106,426+21,5703,1983,6260.34%+428
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
08,980+8,98003930.04%+393
CATERPILLAR INC COM(CAT)10,88011,131+2512,6773,0390.29%+362
AMGEN INC COM(AMGN)04,694+4,69401,2610.12%+1,261
ATLASSIAN CORPORATION CL A01,742+1,74203510.03%+351
SPDR EURO STOXX 50 ETF
ST STR EU 50 ETF
138,956160,383+21,4276,3896,7380.63%+348
CDW CORP COM(CDW)01,720+1,72003470.03%+347
PHILLIPS 66 COM(PSX)02,884+2,88403470.03%+347
BARINGS CORPORATE INVS COM021,075+21,07503360.03%+336
AUTOZONE INC COM(AZO)0132+13203350.03%+335
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
024,031+24,03101,8060.17%+1,806
VANGUARD MID-CAP GROWTH ETF05,258+5,25801,0240.10%+1,024
ISHARES EXPONENTIAL TECHNOLOGIES ETF
FUTU EXPO TE ETF
06,216+6,21603250.03%+325
NOVO-NORDISK A S ADR(NVO)03,500+3,50003180.03%+318
ISHARES AGENCY BOND ETF03,000+3,00003170.03%+317
ROSS STORES INC COM(ROST)02,773+2,77303130.03%+313
METLIFE INC COM(MET)04,935+4,93503100.03%+310
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF02,517+2,51703090.03%+309
ARES CAPITAL CORP COM(ARCC)452,141452,140-18,4968,8030.83%+307
ADOBE INC COM(ADBE)3,4173,876+4591,6711,9760.19%+305
CONOCOPHILLIPS COM(COP)21,44721,067-3802,2222,5240.24%+302
COMCAST CORP NEW CL A(CCZ)030,341+30,34101,3450.13%+1,345
TOPGOLF CALLAWAY BRANDS CORP COM(CALY)020,960+20,96002900.03%+290
BAXTER INTL INC COM013,573+13,57305120.05%+512
MASTERCARD INCORPORATED CL A(MA)13,79414,380+5865,4255,6930.54%+268
VISA INC COM CL A(V)12,72814,304+1,5763,0233,2900.31%+267
KENVUE INC COM(KVUE)013,207+13,20702650.02%+265
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
05,010+5,01002550.02%+255
T-MOBILE US INC COM(TMUS)01,817+1,81702540.02%+254
BLACKROCK INC COM(BLK)01,502+1,50209710.09%+971
SCHLUMBERGER LTD COM STK(SLB)08,766+8,76605110.05%+511
BOOKING HOLDINGS INC COM(BKNG)0213+21306570.06%+657
KEURIG DR PEPPER INC COM(KDP)07,412+7,41202340.02%+234
CHARTER COMMUNICATIONS INC NEW CL A(CHTR)0521+52102290.02%+229
DOW INC COM(DOW)04,332+4,33202230.02%+223
PACCAR INC COM(PCAR)02,598+2,59802210.02%+221
HILTON WORLDWIDE HLDGS INC COM(HLT)01,468+1,46802200.02%+220
VANGUARD U.S. MINIMUM VOLATILITY ETF02,285+2,28502200.02%+220
EOG RES INC COM(EOG)03,413+3,41304330.04%+433
OLD DOMINION FREIGHT LINE INC COM(ODFL)0531+53102170.02%+217
ARCHER DANIELS MIDLAND CO COM02,876+2,87602170.02%+217
THE CIGNA GROUP COM(CI)02,305+2,30506590.06%+659
AUTOMATIC DATA PROCESSING INC COM05,461+5,46101,3140.12%+1,314
XCEL ENERGY INC COM(XEL)03,731+3,73102130.02%+213
COSTCO WHSL CORP NEW COM(COST)02,203+2,20301,2450.12%+1,245
AMPHENOL CORP NEW CL A02,511+2,51102110.02%+211
MOODYS CORP COM(MCO)0666+66602110.02%+211
BROWN & BROWN INC COM(BRO)02,976+2,97602080.02%+208
MERCADOLIBRE INC COM(MELI)0158+15802000.02%+200
DIGITAL RLTY TR INC COM(DLR)01,655+1,65502000.02%+200
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