Landmark Financial Advisors

Landmark Financial Advisors as of March 31, 2018

Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 54 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr mornstar upstr (GUNR) 14.7 $23M 717k 32.58
Vanguard Lg Term Govt Bd ETF (VGLT) 10.9 $17M 231k 75.02
Vanguard Total Bond Market ETF (BND) 10.1 $16M 202k 79.93
U.S. Bancorp (USB) 8.6 $14M 271k 50.50
Vanguard S&p 500 Etf idx (VOO) 4.9 $7.7M 32k 242.10
Vanguard Europe Pacific ETF (VEA) 4.8 $7.6M 171k 44.25
Vanguard Emerging Markets ETF (VWO) 4.6 $7.3M 156k 46.98
Spdr S&p 500 Etf (SPY) 4.0 $6.3M 24k 263.13
Vanguard Sht Term Govt Bond ETF (VGSH) 3.8 $6.1M 101k 60.04
Vanguard Small-Cap ETF (VB) 3.8 $6.0M 41k 146.93
Vanguard REIT ETF (VNQ) 3.3 $5.2M 69k 75.47
SPDR Barclays Capital Long Term Tr (SPTL) 2.6 $4.2M 120k 35.10
Vanguard Information Technology ETF (VGT) 1.9 $3.1M 18k 170.99
Schwab International Equity ETF (SCHF) 1.8 $2.9M 86k 33.71
Schwab Strategic Tr us lrg cap etf (SCHX) 1.6 $2.6M 41k 63.08
JPMorgan Chase & Co. (JPM) 1.5 $2.3M 21k 109.97
Schwab Strategic Tr us reit etf (SCHH) 1.5 $2.3M 61k 38.25
Schwab Strategic Tr us aggregate b (SCHZ) 1.3 $2.1M 41k 51.02
iShares MSCI EAFE Index Fund (EFA) 1.1 $1.8M 26k 69.68
iShares Russell 2000 Index (IWM) 1.1 $1.7M 12k 151.86
Vanguard FTSE All-World ex-US ETF (VEU) 0.9 $1.5M 28k 54.38
Schwab Emerging Markets Equity ETF (SCHE) 0.9 $1.4M 50k 28.71
Schwab U S Small Cap ETF (SCHA) 0.8 $1.3M 19k 69.14
Schwab Strategic Tr sht tm us tres (SCHO) 0.8 $1.3M 25k 49.86
Apple (AAPL) 0.8 $1.2M 7.2k 167.82
Cincinnati Financial Corporation (CINF) 0.6 $1000k 14k 74.26
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.6 $930k 11k 84.82
Vanguard Short Term Corporate Bond ETF (VCSH) 0.5 $771k 9.8k 78.45
Microsoft Corporation (MSFT) 0.5 $749k 8.2k 91.31
Vanguard Total Stock Market ETF (VTI) 0.4 $657k 4.8k 135.69
Wal-Mart Stores (WMT) 0.4 $585k 6.6k 88.97
Abbvie (ABBV) 0.4 $590k 6.2k 94.66
Schwab Strategic Tr 0 (SCHP) 0.3 $542k 9.9k 54.93
Cisco Systems (CSCO) 0.3 $517k 12k 42.89
Vanguard Mid-Cap ETF (VO) 0.3 $447k 2.9k 154.14
Oracle Corporation (ORCL) 0.3 $431k 9.4k 45.79
Exxon Mobil Corporation (XOM) 0.3 $418k 5.6k 74.62
3M Company (MMM) 0.3 $417k 1.9k 219.47
Intel Corporation (INTC) 0.2 $361k 6.9k 52.13
Citizens First 0.2 $368k 15k 25.38
Rydex S&P Equal Weight Technology 0.2 $353k 2.3k 151.37
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $351k 6.2k 56.48
Bank of America Corporation (BAC) 0.2 $336k 11k 30.01
Merck & Co (MRK) 0.2 $316k 5.8k 54.55
Vanguard Small-Cap Value ETF (VBR) 0.2 $326k 2.5k 129.57
Rydex S&P Equal Weight Health Care 0.2 $324k 1.8k 179.50
Chevron Corporation (CVX) 0.2 $302k 2.6k 114.22
Abbott Laboratories (ABT) 0.2 $271k 4.5k 59.97
Citigroup (C) 0.2 $268k 4.0k 67.63
Dowdupont 0.2 $274k 4.3k 63.78
Johnson & Johnson (JNJ) 0.2 $254k 2.0k 128.28
Pinnacle Financial Partners (PNFP) 0.1 $227k 3.5k 64.18
Berkshire Hathaway (BRK.B) 0.1 $200k 1.0k 199.00
General Electric Company 0.1 $203k 15k 13.50