LPFG

Landing Point Financial Group Portfolio holdings

AUM $201M
1-Year Est. Return 14.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.42M
3
+$791K
4
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$789K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$779K

Top Sells

1
+$1.05M
2
+$478K
3
+$334K
4
HOOD icon
Robinhood
HOOD
+$286K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$277K

Sector Composition

1 Technology 11.56%
2 Financials 2.24%
3 Industrials 2.21%
4 Consumer Discretionary 2.17%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$735B
$41.3M 20.62%
60,365
+3,362
FDVV icon
2
Fidelity High Dividend ETF
FDVV
$8.61B
$27.3M 13.62%
481,964
+25,249
ICSH icon
3
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.05B
$15.2M 7.56%
299,685
+6,006
CLOA icon
4
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.57B
$14M 6.99%
270,956
+15,235
AAPL icon
5
Apple
AAPL
$3.82T
$11.9M 5.93%
43,762
-1,780
FESM icon
6
Fidelity Enhanced Small Cap ETF
FESM
$3.92B
$9.78M 4.88%
258,788
+15,298
VOO icon
7
Vanguard S&P 500 ETF
VOO
$838B
$7.68M 3.83%
12,246
+126
EFV icon
8
iShares MSCI EAFE Value ETF
EFV
$29.2B
$6.57M 3.28%
91,979
+6,312
NVDA icon
9
NVIDIA
NVDA
$4.46T
$6.52M 3.25%
34,934
-578
EEM icon
10
iShares MSCI Emerging Markets ETF
EEM
$27.1B
$4.85M 2.42%
88,654
+5,643
USIG icon
11
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.7B
$3.79M 1.89%
73,230
+5,849
AMZN icon
12
Amazon
AMZN
$2.35T
$2.59M 1.29%
11,230
-89
MSFT icon
13
Microsoft
MSFT
$3.05T
$2.41M 1.2%
4,986
+23
AGG icon
14
iShares Core US Aggregate Bond ETF
AGG
$139B
$2.07M 1.03%
20,726
-1,174
IJH icon
15
iShares Core S&P Mid-Cap ETF
IJH
$106B
$1.91M 0.95%
28,902
-268
DFAC icon
16
Dimensional US Core Equity 2 ETF
DFAC
$41B
$1.89M 0.94%
47,812
-777
ACWI icon
17
iShares MSCI ACWI ETF
ACWI
$27.9B
$1.84M 0.92%
12,980
+1,274
IBHF icon
18
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.04B
$1.78M 0.89%
77,023
+13,497
V icon
19
Visa
V
$615B
$1.59M 0.79%
4,535
-980
IWY icon
20
iShares Russell Top 200 Growth ETF
IWY
$15.4B
$1.37M 0.68%
4,930
+273
SGOV icon
21
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.9B
$1.33M 0.66%
13,232
-1,748
IAU icon
22
iShares Gold Trust
IAU
$82.7B
$1.13M 0.56%
13,909
+1,050
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$3.64T
$1.11M 0.56%
3,562
-104
DFIC icon
24
Dimensional International Core Equity 2 ETF
DFIC
$12.9B
$1.11M 0.55%
32,197
-666
BOXX icon
25
Alpha Architect 1-3 Month Box ETF
BOXX
$10.1B
$1.1M 0.55%
9,588
-864
1
2 3 4