Landing Point Financial Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LP Landing Point Financial Group, LLC | Institutional Filer | ▲ 2.75% | $206.1M | 93 |
Current Portfolio Holdings
Showing all 93 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | — | 64K | $41.8M | 20.30% |
| 2 | FDVV | FIDELITY HIGH DIVIDEND ETF | — | 496K | $27.4M | 13.30% |
| 3 | CLOA | ISHARES AAA CLO ACTIVE ETF | — | 298K | $15.5M | 7.50% |
| 4 | ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | — | 299K | $15.1M | 7.35% |
| 5 | AAPL | Apple Inc. | Technology | 44K | $11.2M | 5.41% |
| 6 | FESM | FIDELITY ENHANCED SMALL CAP ETF | — | 269K | $10.2M | 4.96% |
| 7 | EFV | ISHARES MSCI EAFE VALUE ETF | — | 99K | $7.3M | 3.56% |
| 8 | VOO | VANGUARD S&P 500 ETF | — | 12K | $7.3M | 3.54% |
| 9 | NVDA | NVIDIA Corporation | Technology | 32K | $5.6M | 2.73% |
| 10 | EEM | ISHARES MSCI EMERGING MARKETS ETF | — | 94K | $5.3M | 2.59% |
| 11 | USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | — | 73K | $3.7M | 1.81% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 12K | $2.4M | 1.17% |
| 13 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | — | 21K | $2.1M | 1.02% |
| 14 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 30K | $2.1M | 1.00% |
| 15 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | — | 49K | $1.9M | 0.93% |
Showing 1 to 15 of 93 holdings