LPFG
Landing Point Financial Group Portfolio holdings
AUM
$159M
This Quarter Return
+0.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.29%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$30.8M |
| 2 |
Fidelity High Dividend ETF
FDVV
|
$17.6M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.3M |
| 4 |
Apple
AAPL
|
$9.14M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$7.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.6% |
| 2 | Industrials | 2.88% |
| 3 | Financials | 2.66% |
| 4 | Consumer Discretionary | 1.79% |
| 5 | Healthcare | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$340M
| $683K | 0.52% |
+30,523
| New | +$683K |
|
27
iShares Core MSCI EAFE ETF
IEFA
$150B
| $660K | 0.5% |
+8,797
| New | +$660K |
|
28
CSX Corp
CSX
$60.6B
| $639K | 0.49% |
+19,403
| New | +$639K |
|
29
Sherwin-Williams
SHW
$92.9B
| $561K | 0.43% |
+1,578
| New | +$561K |
|
30
Dimensional US High Profitability ETF
DUHP
$9.24B
| $493K | 0.38% |
+14,024
| New | +$493K |
|
31
Tesla
TSLA
$1.13T
| $481K | 0.37% |
+1,430
| New | +$481K |
|
32
Alpha Architect 1-3 Month Box ETF
BOXX
$7.92B
| $477K | 0.36% |
+4,306
| New | +$477K |
|
33
Netflix
NFLX
$529B
| $466K | 0.36% |
+454
| New | +$466K |
|
34
Cigna
CI
$81.5B
| $464K | 0.35% |
+1,584
| New | +$464K |
|
35
Progressive
PGR
$143B
| $453K | 0.35% |
+1,765
| New | +$453K |
|
36
Home Depot
HD
$417B
| $419K | 0.32% |
+1,030
| New | +$419K |
|
37
FedEx
FDX
$53.7B
| $416K | 0.32% |
+1,585
| New | +$416K |
|
38
Eli Lilly
LLY
$652B
| $407K | 0.31% |
+466
| New | +$407K |
|
39
iShares 0-3 Month Treasury Bond ETF
SGOV
$56B
| $385K | 0.29% |
+3,828
| New | +$385K |
|
40
Dimensional International Core Equity 2 ETF
DFIC
$10.3B
| $379K | 0.29% |
+13,840
| New | +$379K |
|
41
PPG Industries
PPG
$24.8B
| $370K | 0.28% |
+3,222
| New | +$370K |
|
42
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.86B
| $346K | 0.26% |
+13,779
| New | +$346K |
|
43
Eaton
ETN
$136B
| $342K | 0.26% |
+1,104
| New | +$342K |
|
44
iShares S&P 500 Growth ETF
IVW
$63.7B
| $334K | 0.25% |
+3,180
| New | +$334K |
|
45
Nordson
NDSN
$12.6B
| $325K | 0.25% |
+1,518
| New | +$325K |
|
46
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $320K | 0.24% |
+8,629
| New | +$320K |
|
47
Johnson & Johnson
JNJ
$430B
| $319K | 0.24% |
+2,053
| New | +$319K |
|
48
JPMorgan Chase
JPM
$809B
| $311K | 0.24% |
+1,130
| New | +$311K |
|
49
Parker-Hannifin
PH
$96.1B
| $288K | 0.22% |
+425
| New | +$288K |
|
50
Procter & Gamble
PG
$375B
| $269K | 0.21% |
+1,588
| New | +$269K |
|