LiftPoint Family Wealth Advisors LLC
57 holdingsFiling period: 2026-03-31Current AUM: $137.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 26.4K | $17.3M | $19.8M | 14.44% | +4.0K | 2026-03-31 |
| 2 | DYNF | BLACKROCK ETF TRUST | 183.9K | $10.7M | $12.4M | 9.04% | -1,466 | 2026-03-31 |
| 3 | IVW | ISHARES TR | 78.4K | $8.9M | $10.6M | 7.73% | +4.1K | 2026-03-31 |
| 4 | IEMG | ISHARES INC | 126.4K | $8.8M | $9.8M | 7.15% | +6.1K | 2026-03-31 |
| 5 | IVE | ISHARES TR | 40.9K | $8.6M | $9.5M | 6.91% | +420 | 2026-03-31 |
| 6 | EFV | ISHARES TR | 113.8K | $8.5M | $9.2M | 6.71% | -548 | 2026-03-31 |
| 7 | EFG | ISHARES TR | 50.1K | $5.6M | $6.1M | 4.43% | +26.7K | 2026-03-31 |
| 8 | THRO | BLACKROCK ETF TRUST | 135.0K | $4.9M | $5.8M | 4.19% | +9.7K | 2026-03-31 |
| 9 | QUAL | ISHARES TR | 24.9K | $4.8M | $5.5M | 3.98% | +1.1K | 2026-03-31 |
| 10 | BAI | BLACKROCK ETF TRUST | 107.0K | $3.5M | $4.4M | 3.22% | +25.3K | 2026-03-31 |
| 11 | LMUB | ISHARES TR | 65.7K | $3.3M | $3.3M | 2.38% | -- | 2026-03-31 |
| 12 | MUB | ISHARES TR | 30.5K | $3.2M | $3.2M | 2.35% | -794 | 2026-03-31 |
| 13 | BLCR | BLACKROCK ETF TRUST | 69.9K | $2.9M | $3.4M | 2.48% | -- | 2026-03-31 |
| 14 | AAPL | APPLE INC | 11.2K | $2.8M | $3.5M | 2.52% | +403 | 2026-03-31 |
| 15 | MTUM | ISHARES TR | 9.5K | $2.3M | $2.8M | 2.07% | +481 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 13.0K | $2.2M | $2.0M | 1.47% | -893 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 13.0K | $2.2M | $2.0M | 1.47% | -893 | 2026-03-31 |
| 18 | IDEF | BLACKROCK ETF TRUST | 54.6K | $1.8M | $1.8M | 1.29% | -- | 2026-03-31 |
| 19 | MUNI | PIMCO ETF TR | 32.5K | $1.7M | $1.7M | 1.23% | -340 | 2026-03-31 |
| 20 | MINO | PIMCO ETF TR | 26.8K | $1.2M | $1.2M | 0.88% | -57 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 6.4K | $1.1M | $1.3M | 0.94% | +1.1K | 2026-03-31 |
| 22 | IUSB | ISHARES TR | 23.6K | $1.1M | $1.1M | 0.78% | +749 | 2026-03-31 |
| 23 | LLY | ELI LILLY & CO | 1.1K | $1.0M | $1.3M | 0.94% | +3 | 2026-03-31 |
| 24 | WMT | WALMART INC | 7.7K | $954K | $854K | 0.62% | -147 | 2026-03-31 |
| 25 | ITA | ISHARES TR | 4.3K | $942K | $1.0M | 0.75% | -5,729 | 2026-03-31 |
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