申告総資産額
$2.1億
報告対象四半期: 2026-03-31 · 銘柄数: 93
Landing Point Financial Group, LLCは最新の13F報告書で93件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$2.1億、四半期回転率は9.2%です。
減少 NVDA
-7.6% -$88.7万
減少 AAPL
+0.4% -$74.6万
増加 CLOA
+10.1% $143.9万
減少 SGOV
-62.4% -$82.8万
減少 IVV
+6.1% $48.4万
減少 FDVV
+2.9% $8.5万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 20.30% | -0.32% | +6.09% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 13.30% | -0.32% | +2.94% | |
| 3 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-その他 | 7.50% | +0.51% | +10.07% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 7.35% | — | -0.19% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.41% | -0.52% | +0.40% | |
| 6 | FESM | Fidelity Enhanced Small Cap | ETF-中小型株 | 4.96% | +0.08% | +4.01% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.56% | +0.28% | +7.26% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.54% | -0.29% | -0.29% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.73% | -0.52% | -7.61% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.59% | +0.17% | +5.90% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.81% | — | -0.67% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | -0.12% | +3.45% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.02% | — | +1.95% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | +0.05% | +5.35% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.93% | — | +3.43% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.91% | — | +4.67% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.29% | +1.85% | |
| 18 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-その他 | 0.82% | -0.07% | -4.36% | |
| 19 | CSHP | Ishares Dynamic Short-term A | ETF-その他 | 0.71% | +0.71% | NEW | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.16% | -6.11% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.68% | — | +14.85% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.12% | +0.02% | |
| 23 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.62% | +0.06% | +4.57% | |
| 24 | DFIC | Dimensional International Co | ETF-その他 | 0.57% | — | +2.51% | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.55% | +0.07% | -1.18% | |
| 26 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.55% | — | +1.11% | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.54% | +0.54% | NEW | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.50% | — | +2.12% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | — | +1.04% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | -0.06% | -0.29% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | -0.08% | +0.57% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -1.73% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.43% | +0.06% | +15.70% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.39% | -0.13% | +1.94% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.38% | -0.07% | +0.13% | |
| 36 | CSX | Csx CORP | 株式-資本財 | 0.38% | +0.04% | +0.18% | |
| 37 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.37% | +0.03% | +5.92% | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.33% | +0.33% | NEW | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.32% | +0.32% | NEW | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.31% | — | +1.72% | |
| 41 | URI | United Rentals INC | 株式-資本財 | 0.30% | — | +0.12% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | -0.06% | +3.58% | |
| 43 | BTC | Grayscale Bitcoin Mini ETF | ETF-暗号資産 | 0.29% | -0.05% | +12.56% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | -0.07% | -2.64% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.27% | +0.07% | +57.42% | |
| 46 | AKRE | Akre Focus ETF | ETF-その他 | 0.26% | -0.14% | -17.07% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | -0.07% | -2.25% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.25% | — | +0.64% | |
| 49 | FDX | Fedex CORP | 株式-資本財 | 0.25% | — | -9.80% | |
| 50 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.25% | — | +0.06% |
Q3 2026のパフォーマンス
+5.2%
直近4四半期のパフォーマンス
+22.8%
価格取得が可能な保有銘柄（報告価値の63%相当）に基づいています
Landing Point Financial Group, LLCの2026-03-31時点における主要なポジション変更： 新規購入: Ishares Dynamic Short-term A (CSHP); 新規購入: Ishares Treasury Floating Ra (TFLO); 新規購入: Fidelity Total Bond ETF (FBND); 新規購入: Ishares Floating Rate Bond E (FLOT); 新規購入: Apellis Pharmaceuticals INC (APLSUSD).