Landing Point Financial Group, LLC
94 holdingsFiling period: 2026-03-31Current AUM: $231.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 64.0K | $41.8M | $48.0M | 20.80% | +3.7K | 2026-03-31 |
| 2 | FDVV | FIDELITY HIGH DIVIDEND ETF | 496.2K | $27.4M | $31.0M | 13.44% | +14.2K | 2026-03-31 |
| 3 | CLOA | ISHARES AAA CLO ACTIVE ETF | 298.3K | $15.5M | $15.5M | 6.71% | +27.3K | 2026-03-31 |
| 4 | ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 299.1K | $15.1M | $15.1M | 6.55% | -555 | 2026-03-31 |
| 5 | AAPL | APPLE INC COM | 43.9K | $11.2M | $13.6M | 5.88% | +175 | 2026-03-31 |
| 6 | FESM | FIDELITY ENHANCED SMALL CAP ETF | 269.2K | $10.2M | $12.6M | 5.43% | +10.4K | 2026-03-31 |
| 7 | EFV | ISHARES MSCI EAFE VALUE ETF | 98.7K | $7.3M | $8.0M | 3.45% | +6.7K | 2026-03-31 |
| 8 | VOO | VANGUARD S&P 500 ETF | 12.2K | $7.3M | $8.4M | 3.63% | -36 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION COM | 32.3K | $5.6M | $6.5M | 2.80% | -2,660 | 2026-03-31 |
| 10 | EEM | ISHARES MSCI EMERGING MARKETS ETF | 93.9K | $5.3M | $6.0M | 2.60% | +5.2K | 2026-03-31 |
| 11 | USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 72.7K | $3.7M | $3.7M | 1.58% | -491 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC COM | 11.6K | $2.4M | $3.2M | 1.37% | +387 | 2026-03-31 |
| 13 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 21.1K | $2.1M | $2.1M | 0.89% | +405 | 2026-03-31 |
| 14 | IJH | ISHARES CORE S&P MID-CAP ETF | 30.4K | $2.1M | $2.3M | 0.99% | +1.5K | 2026-03-31 |
| 15 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 49.5K | $1.9M | $2.2M | 0.95% | +1.6K | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP COM | 5.1K | $1.9M | $2.4M | 1.02% | +92 | 2026-03-31 |
| 17 | ACWI | ISHARES MSCI ACWI ETF | 13.6K | $1.9M | $2.1M | 0.92% | +606 | 2026-03-31 |
| 18 | IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | 73.7K | $1.7M | $1.7M | 0.72% | -3,356 | 2026-03-31 |
| 19 | CSHP | ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF | 14.6K | $1.5M | $1.5M | 0.63% | -- | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP COM | 8.5K | $1.4M | $1.3M | 0.57% | -550 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP COM | 8.5K | $1.4M | $1.3M | 0.57% | -550 | 2026-03-31 |
| 22 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 5.7K | $1.4M | $1.6M | 0.68% | +732 | 2026-03-31 |
| 23 | V | VISA INC COM CL A | 4.5K | $1.4M | $1.7M | 0.72% | +1 | 2026-03-31 |
| 24 | IAU | ISHARES GOLD TRUST | 14.5K | $1.3M | $1.1M | 0.48% | +635 | 2026-03-31 |
| 25 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 33.0K | $1.2M | $1.3M | 0.54% | +809 | 2026-03-31 |
← Scroll →
Page 1 of 4