Top 41 NorthLanding Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.29% | 49.9K | $32.6M | +2.15%(+1.05K) | $504.13(+47.93%) | 2026-03-31 | |
| IEFA | ISHARES TR | 18.86% | 258.4K | $23.4M | -1.25%(-3.28K) | $59.13(+64.29%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 17.17% | 275.2K | $21.3M | +100.24%(+137.75K) | $76.96(+0.02%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.22% | 58.3K | $11.4M | +8.63%(+4.63K) | $139.56(+49.31%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.73% | 66.2K | $4.6M | -5.43%(-3.80K) | $47.32(+73.39%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.89% | 56.0K | $3.6M | -2.32%(-1.33K) | $39.62(+78.26%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.46% | 14.0K | $3.0M | -0.07%(-10) | $158.26(+45.34%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.23% | 41.0K | $2.8M | -0.03%(-11) | $46.68(+56.68%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.54% | 9.1K | $1.9M | -3.33%(-313) | $135.27(+66.06%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.4% | 4.0K | $1.7M | -2.22%(-90) | $36.81(+137.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.43% |
| Top 20 Holdings Unweighted | +11.97% | +40.39% |
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