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Dane Grouell

Turning Point Benefit Group, Inc.

Assets Managed
$157.013M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-17.98%(2Q avg: -1.23%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Turning Point Benefit Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Turning Point Benefit Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 157.013M in assets, with a quarterly growth rate of -17.98% and a 2-quarter average growth rate of -1.23%. The portfolio is managed by Dane Grouell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 48.3%
23.65%
$37.124M
405,871 shares@ $91.47 avg price
WWJD
Inspire International Etf
Recent Activity
Increased 49.61%
7.44%
$11.673M
396,067 shares@ $29.48 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 16.19%
5.38%
$8.438M
141,727 shares@ $59.54 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Decreased -42.7%
4.62%
$7.253M
142,857 shares@ $50.77 avg price
WPM
Wheaton Precious Metals Corp
Recent Activity
Increased 4.91%
3.58%
$5.613M
56,707 shares@ $98.99 avg price
TPSC
Timothy Plan Us Small Cap Co
Recent Activity
Increased 62.83%
3.12%
$4.888M
141,847 shares@ $34.46 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Decreased -41.94%
2.77%
$4.341M
158,686 shares@ $27.36 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 14.99%
2.38%
$3.724M
97,208 shares@ $38.32 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -48.92%
2.14%
$3.346M
62,584 shares@ $53.47 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Decreased -42.59%
1.99%
$3.111M
32,629 shares@ $95.35 avg price

1-10 of 95