Fund HoldingsTurning Point Benefit Group, Inc.

Total Portfolio Value
$132.04M
Total Bought
$27.83M
Total Sold
$9.13M
Net Transaction
+$18.71M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
TIMOTHY PLAN11,332134,541+123,2093805,2043.94%+4,824
SPDR SERIES TRUST
ST STR P500ETF
147,468179,949+32,4818,74913,25110.04%+4,501
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
2,1128,170+6,0583691,8551.41%+1,487
VANGUARD WHITEHALL FDS09,446+9,44601,2590.95%+1,259
TIMOTHY PLAN10,56534,267+23,7024071,5391.17%+1,132
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
33,69256,107+22,4151,2532,3191.76%+1,066
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,9446,408+3,4644301,4511.10%+1,021
NORTHERN LTS FD TR IV
INSPIRE CORP BD
042,398+42,39801,0180.77%+1,018
WHEATON PRECIOUS METALS CORP(WPM)55,39554,139-1,2563,9154,8623.68%+946
PENTAIR PLC(PNR)06,577+6,57706520.49%+652
SPDR INDEX SHS FDS
ST PORT MARK ETF
93,23691,362-1,8743,2803,9052.96%+625
VANGUARD WHITEHALL FDS10,12515,759+5,6346701,2680.96%+598
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
19,48927,932+8,4436811,1960.91%+515
ZSCALER INC(ZS)01,503+1,50304720.36%+472
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,6794,843+2,1644188800.67%+463
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
397,951365,836-32,11512,10412,5379.50%+433
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,0948,560+3,4664008030.61%+403
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
14,81721,885+7,0684778640.65%+387
VANECK ETF TRUST
MRNGSTR INT MOAT
13,54622,861+9,3154087930.60%+385
STERIS PLC(STE)01,592+1,59203820.29%+382
ISHARES INC56,48361,940+5,4577301,1030.84%+373
CINTAS CORP(CTAS)01,585+1,58503530.27%+353
NVIDIA CORPORATION(NVDA)7,2206,653-5677051,0510.80%+346
SPDR GOLD TR(GLD)5,4766,029+5531,4991,8381.39%+339
MICROSOFT CORP(MSFT)2,8042,693-1111,0031,3401.01%+336
TIMOTHY PLAN19,99726,506+6,5096711,0020.76%+330
CNO FINL GROUP INC0832+83203210.24%+321
FIRST TR EXCHANGE-TRADED FD14,98721,474+6,4875848990.68%+315
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029 HG
20,58834,026+13,4384187320.55%+315
INVESCO EXCH TRD SLF IDX FD
INVSCO 28 HYCORP
20,11233,075+12,9634237290.55%+306
ALPHABET INC(GOOG)01,734+1,73403060.23%+306
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
19,47131,997+12,5264287260.55%+299
EVERSOURCE ENERGY(ES)04,407+4,40702800.21%+280
SCHWAB STRATEGIC TR21,45726,073+4,6164857620.58%+277
PALO ALTO NETWORKS INC(PANW)01,332+1,33202730.21%+273
VEEVA SYS INC(VEEV)2,1832,536+3534697300.55%+262
SCHWAB STRATEGIC TR09,369+9,36902600.20%+260
CAPITAL ONE FINL CORP(COF)01,154+1,15402460.19%+246
ISHARES INC
MSCI GBL GOLD MN
22,55923,485+9267831,0280.78%+245
ISHARES TR
ULTRA SHORT DUR
04,694+4,69402380.18%+238
VANGUARD INTL EQUITY INDEX F02,684+2,68402080.16%+208
APPLIED MATLS INC01,114+1,11402040.15%+204
VALERO ENERGY CORP(VLO)4,5705,059+4894876800.52%+193
ISHARES TR2,2533,495+1,2422404320.33%+192
TIMOTHY PLAN12,89318,108+5,2152954560.35%+160
ISHARES TR2,6323,482+8502463810.29%+135
TIMOTHY PLAN34,47931,821-2,6589041,0280.78%+123
VISTRA CORP(VST)2,1741,763-4112233420.26%+118
WESCO INTL INC(WCC)2,0062,120+1142753930.30%+118
REALTY INCOME CORP(O)11,06512,102+1,0375866970.53%+112
VISA INC(V)1,5361,657+1214805880.45%+109
DIGITAL RLTY TR INC(DLR)2,5392,500-393474360.33%+89
BOSTON SCIENTIFIC CORP(BSX)3,6063,821+2153304100.31%+80
EVERGY INC(EVRG)9,1209,613+4935876630.50%+76
GENERAL DYNAMICS CORP(GD)1,4881,517+293694420.34%+74
MASTERCARD INCORPORATED(MA)1,006975-314885480.41%+59
ILLINOIS TOOL WKS INC(ITW)1,3401,431+912973540.27%+57
COSTCO WHSL CORP NEW(COST)546556+104965500.42%+55
WEC ENERGY GROUP INC(WEC)5,6206,068+4485806320.48%+52
ESSEX PPTY TR INC(ESS)1,8191,861+424775270.40%+50
OMEGA HEALTHCARE INVS INC(OHI)11,53712,579+1,0424184610.35%+43
ISHARES GOLD TR(IAU)77,06070,531-6,5292,2852,3271.76%+42
AGNICO EAGLE MINES LTD(AEM)2,0091,972-372002350.18%+34
HEWLETT PACKARD ENTERPRISE C(HPE)15,86011,623-4,2372112380.18%+26
SOUTHERN CO(SO)2,8142,861+472452630.20%+17
NORTHERN LTS FD TR IV
INSPI GROWT ETF
11,51210,511-1,0013303460.26%+16
T ROWE PRICE ETF INC
FLOATING RATE
38,26736,537-1,7301,9051,8791.42%-26
INVESCO QQQ TR1,219890-3295164910.37%-26
SPDR SERIES TRUST
ST STR BL 12 ETF
8,6638,314-3498608270.63%-33
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
3,3022,480-8222992590.20%-40
PACER FDS TR
US CASH COWS 100
5,6394,233-1,4062752330.18%-41
EXXON MOBIL CORP4,2313,600-6314363880.29%-47
ISHARES TR
HDG MSCI EAFE
14,06110,366-3,6954563930.30%-62
ISHARES TR16,94616,279-6671,8671,7981.36%-70
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
127,101102,426-24,6751,5891,3361.01%-253
ISHARES TR
ULTRA SHORT DUR
6,3450-6,3453210-321
ALPHABET INC(GOOG)2,6900-2,6904010-401
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
133,144107,849-25,2953,5392,9792.26%-560
ISHARES TR
FLTG RATE NT ETF
121,099102,031-19,0686,0925,2063.94%-887
NORTHERN LTS FD TR IV
INSPIRE GBL HOPE
48,0180-48,0181,1890-1,189
SPDR SERIES TRUST
ST STR BLO 1 ETF
367,873345,369-22,50433,65731,68123.99%-1,976
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