Top 50 Landing Point Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 20.3% | 64.0K | $41.8M | +6.09%(+3.67K) | $598.73(+24.55%) | 2026-03-31 | |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 13.3% | 496.2K | $27.4M | +2.94%(+14.19K) | $51.54(+15.27%) | 2026-03-31 | |
| CLOA | ISHARES AAA CLO ACTIVE ETF | 7.5% | 298.3K | $15.5M | +10.07%(+27.30K) | $51.79(+0.20%) | 2026-03-31 | |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 7.35% | 299.1K | $15.1M | -0.19%(-555) | $50.68(-0.32%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 5.41% | 43.9K | $11.2M | +0.40%(+175) | $232.77(+28.39%) | 2026-03-31 | |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | 4.96% | 269.2K | $10.2M | +4.01%(+10.38K) | $31.53(+39.97%) | 2026-03-31 | |
| EFV | ISHARES MSCI EAFE VALUE ETF | 3.56% | 98.7K | $7.3M | +7.26%(+6.68K) | $66.40(+18.29%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 3.54% | 12.2K | $7.3M | -0.29%(-36) | $534.14(+27.76%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.73% | 32.3K | $5.6M | -7.61%(-2.66K) | $134.78(+67.55%) | 2026-03-31 | |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 2.59% | 93.9K | $5.3M | +5.90%(+5.23K) | $46.37(+44.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.86% | +18.64% |
| Top 20 Holdings Unweighted | +3.16% | +9.80% |
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