Fund HoldingsGraypoint LLC

Total Portfolio Value
$1.24B
Total Bought
$184.23M
Total Sold
$62.17M
Net Transaction
+$122.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES CORE S&P 500 ETF123,444147,234+23,79053,01070,3235.68%+17,313
SPDR S&P 500 ETF TRUST(SPY)0106,600+106,600050,6684.09%+50,668
ISHARES RUSSELL 1000 GROWTH ETF157,817173,381+15,56441,97852,5644.24%+10,586
MICROSOFT CORP COM(MSFT)080,344+80,344030,2132.44%+30,213
ISHARES CORE S&P SMALL CAP ETF270,998298,857+27,85925,56332,3512.61%+6,788
CHUBB LIMITED COM
COM
031,599+31,59907,1410.58%+7,141
ISHARES RUSSELL 1000 VALUE ETF0170,711+170,711028,2102.28%+28,210
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
0245,468+245,468047,2483.81%+47,248
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF150,753245,409+94,6567,33412,7611.03%+5,427
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
105,869207,728+101,8594,96810,3720.84%+5,403
INVESCO VARIABLE RATE PREFERRED ETF
VAR RATE PFD
0249,285+249,28505,7530.46%+5,753
APPLE INC COM(AAPL)0201,467+201,467038,7883.13%+38,788
ISHARES CORE S&P MID-CAP ETF0117,255+117,255032,4972.62%+32,497
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
208,271306,499+98,2288,54512,9401.04%+4,395
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
78,489149,321+70,8323,9118,2740.67%+4,363
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
0578,574+578,574019,6771.59%+19,677
AMAZON COM INC COM(AMZN)62,31673,691+11,3757,92211,1970.90%+3,275
VANGUARD S&P 500 ETF15,66120,567+4,9066,1508,9840.73%+2,833
BROADCOM INC COM(AVGO)07,150+7,15007,9810.64%+7,981
VANGUARD TOTAL STOCK MARKET ETF099,575+99,575023,6211.91%+23,621
FIDELIS INSURANCE HOLDINGS LTD COM
COM
0140,180+140,18001,7760.14%+1,776
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
106,426132,476+26,0503,6265,3070.43%+1,681
META PLATFORMS INC CL A(META)15,67217,740+2,0684,7056,2790.51%+1,574
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
09,184+9,18403,2230.26%+3,223
SPDR EURO STOXX 50 ETF
ST STR EU 50 ETF
160,383172,767+12,3846,7388,2600.67%+1,522
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
0500,024+500,024018,8011.52%+18,801
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF0160,492+160,49208,2290.66%+8,229
ALPHABET INC CAP STK CL A(GOOG)48,91455,810+6,8966,4017,7960.63%+1,395
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
0212,250+212,250028,9472.34%+28,947
ISHARES S&P 500 VALUE ETF050,863+50,86308,8450.71%+8,845
VANGUARD HIGH DIVIDEND YIELD INDEX ETF024,234+24,23402,7050.22%+2,705
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
0218,921+218,921015,9071.28%+15,907
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ST STR DISCR ETF
0108,628+108,628019,4241.57%+19,424
SPDR S&P REGIONAL BANKING ETF
ST STR SP REGBNK
0121,063+121,06306,3470.51%+6,347
BERKSHIRE HATHAWAY INC DEL CL B NEW15,04718,332+3,2855,2716,5380.53%+1,267
VANGUARD EXTENDED MARKET ETF06,650+6,65001,0930.09%+1,093
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
0118,540+118,540013,5121.09%+13,512
VANGUARD MID-CAP ETF041,987+41,98709,7680.79%+9,768
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF020,771+20,77109860.08%+986
GOLDMAN SACHS GROUP INC COM(GS)04,645+4,64501,7920.14%+1,792
UNITEDHEALTH GROUP INC COM(UNH)7,4078,911+1,5043,7344,6910.38%+957
SCHWAB U.S. BROAD MARKET ETF017,120+17,12009530.08%+953
BLACKSTONE INC COM(BX)37,27937,688+4093,9944,9340.40%+940
UNION PAC CORP COM(UNP)032,772+32,77208,0490.65%+8,049
ISHARES S&P 500 GROWTH ETF0142,221+142,221010,6810.86%+10,681
VISA INC COM CL A(V)14,30415,897+1,5933,2904,1390.33%+849
ELI LILLY & CO COM(LLY)6,4887,404+9163,4854,3160.35%+831
HOME DEPOT INC COM(HD)013,502+13,50204,6790.38%+4,679
ADOBE INC COM(ADBE)3,8764,674+7981,9762,7890.23%+812
ISHARES U.S. TECHNOLOGY ETF28,28030,310+2,0302,9673,7210.30%+753
ALPHABET INC CAP STK CL C(GOOG)47,94650,158+2,2126,3227,0690.57%+747
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
0111,387+111,38707,0540.57%+7,054
VANGUARD FTSE DEVELOPED MARKETS ETF037,730+37,73001,8070.15%+1,807
ADVANCED MICRO DEVICES INC COM(AMD)011,256+11,25601,6590.13%+1,659
NVIDIA CORPORATION COM(NVDA)044,030+44,030021,8041.76%+21,804
SALESFORCE INC COM(CRM)010,504+10,50402,7640.22%+2,764
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF023,352+23,35202,5840.21%+2,584
VANGUARD SMALL-CAP ETF15,18416,368+1,1842,8713,4920.28%+621
ISHARES CORE MSCI EUROPE ETF
CORE MSCI EURO
0231,788+231,788012,7531.03%+12,753
2X BITCOIN STRATEGY ETF
2X BITCOIN ETF
025,126+25,12605720.05%+572
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
057,519+57,51902,8890.23%+2,889
INTEL CORP COM(INTC)032,649+32,64901,6410.13%+1,641
BANK AMERICA CORP COM073,831+73,83102,4860.20%+2,486
ISHARES MSCI INTL QUALITY FACTOR ETF
MSCI INTL QUALTY
124,799125,820+1,0214,1944,7260.38%+531
ALLSTATE CORP COM(ALL)019,443+19,44302,7220.22%+2,722
ISHARES CORE U.S. AGGREGATE BOND ETF027,846+27,84602,7640.22%+2,764
THOMSON REUTERS CORP. COM021,162+21,16203,0940.25%+3,094
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
030,272+30,27201,7960.14%+1,796
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
103,824104,419+5955,1425,6200.45%+477
SERVICENOW INC COM(NOW)02,696+2,69601,9050.15%+1,905
ZIMMER BIOMET HOLDINGS INC COM(ZBH)03,879+3,87904720.04%+472
NIKE INC CL B(NKE)09,755+9,75501,0590.09%+1,059
VANGUARD FTSE EUROPE ETF012,579+12,57908110.07%+811
SPDR S&P MIDCAP 400 ETF TRUST(MDY)04,480+4,48002,2730.18%+2,273
COSTCO WHSL CORP NEW COM(COST)2,2032,563+3601,2451,6920.14%+447
NETFLIX INC COM(NFLX)04,315+4,31502,1010.17%+2,101
CONSUMER STAPLES SELECT SECTOR SPDR FUND
ST STR STAPL ETF
0127,367+127,36709,1740.74%+9,174
PALO ALTO NETWORKS INC COM(PANW)04,463+4,46301,3160.11%+1,316
MCDONALDS CORP COM(MCD)010,815+10,81503,2070.26%+3,207
MASTERCARD INCORPORATED CL A(MA)14,38014,360-205,6936,1240.49%+431
KLA CORP COM NEW(KLAC)02,630+2,63001,5290.12%+1,529
ABBOTT LABS COM049,718+49,71805,4720.44%+5,472
COCA COLA CO COM(KO)028,418+28,41801,6750.14%+1,675
INTERNATIONAL BUSINESS MACHS COM(IBM)7,5859,038+1,4531,0641,4780.12%+414
JPMORGAN CHASE & CO COM(JPM)043,575+43,57507,4120.60%+7,412
BOSTON SCIENTIFIC CORP COM(BSX)012,097+12,09706990.06%+699
JOHNSON & JOHNSON COM(JNJ)023,322+23,32203,6550.30%+3,655
INTUIT COM(INTU)02,014+2,01401,2590.10%+1,259
KELLANOVA COM06,939+6,93903880.03%+388
TESLA INC COM(TSLA)15,16716,821+1,6543,7954,1800.34%+385
VERALTO CORP COM SHS(VLTO)04,585+4,58503770.03%+377
DEXCOM INC COM(DXCM)03,038+3,03803770.03%+377
ISHARES MBS ETF50,47451,620+1,1464,4824,8560.39%+374
WISDOMTREE EUROPE HEDGED EQUITY FUND(WT)018,987+18,98708140.07%+814
ISHARES RUSSELL 2000 ETF013,345+13,34502,6780.22%+2,678
VANGUARD DIVIDEND APPRECIATION ETF21,09821,336+2383,2783,6360.29%+357
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
039,402+39,40202,3030.19%+2,303
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
08,900+8,90001,4040.11%+1,404
LULULEMON ATHLETICA INC COM(LULU)0665+66503400.03%+340
QUALCOMM INC COM(QCOM)05,885+5,88508510.07%+851
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