Landmark Wealth Management

Landmark Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 37 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 24.6 $42k 96k 0.44
Proshares Tr S&p 500 Dv Arist (NOBL) 8.8 $15k 152k 0.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.6 $13k 369k 0.04
J P Morgan Exchange-traded F Core Plus Bd Etf (JCPB) 5.3 $9.0k 163k 0.06
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 5.3 $9.0k 165k 0.05
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 4.7 $8.0k 196k 0.04
Pimco Etf Tr Active Bd Etf (BOND) 4.7 $8.0k 77k 0.10
Ishares Tr Core S&p500 Etf (IVV) 3.5 $6.0k 12k 0.49
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.9 $5.0k 93k 0.05
Proshares Tr Msci Eafe Divd (EFAD) 2.3 $4.0k 87k 0.05
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $4.0k 13k 0.31
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $4.0k 34k 0.12
Legg Mason Etf Invt Tr Westn Aset Ttl (WBND) 1.8 $3.0k 129k 0.02
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $3.0k 15k 0.20
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $3.0k 22k 0.14
Proshares Tr Russ 2000 Divd (SMDV) 1.8 $3.0k 38k 0.08
Proshares Tr S&p Mdcp 400 Div (REGL) 1.8 $3.0k 47k 0.06
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.2 $2.0k 33k 0.06
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $2.0k 29k 0.07
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $2.0k 32k 0.06
Spdr Index Shs Fds Glb Nat Resrce (GNR) 1.2 $2.0k 32k 0.06
J P Morgan Exchange-traded F Municipal Etf (JMUB) 1.2 $2.0k 27k 0.07
Apple (AAPL) 1.2 $2.0k 11k 0.18
Proshares Tr Msci Emrg Mkts (EMDV) 1.2 $2.0k 33k 0.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $2.0k 36k 0.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $2.0k 14k 0.15
First Tr Exchange-traded No Amer Energy (EMLP) 1.2 $2.0k 73k 0.03
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.6 $1.0k 34k 0.03
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.6 $1.0k 12k 0.08
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.6 $1.0k 30k 0.03
American Centy Etf Tr Diversified Mu (TAXF) 0.6 $999.796500 22k 0.05
Ishares Tr Msci Eafe Etf (EFA) 0.6 $999.735000 11k 0.09
Ssga Active Tr Spdr Nuveen Mun (MBND) 0.6 $999.629400 22k 0.05
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.6 $999.511300 16k 0.06
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $999.388500 18k 0.06
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $999.058500 20k 0.05
At&t (T) 0.0 $0 10k 0.00