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Landmark Financial Advisors

Latest statistics and disclosures from Landmark Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, GUNR, STIP, VOO, RAVI, and represent 37.38% of Landmark Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFNM, BND, GUNR, STIP, RSPH, RAVI, DFAT, VTES, VNQ, DFAI.
Started 3 new stock positions in BX, GOOG, EOG.
Reduced shares in these 10 stocks: VUSB, WPC, VB, GIL, VWO, RTX, VZ, CAT, VGT, SCHF.
Sold out of its positions in Appharvest, RTX, VZ, WPC.
Landmark Financial Advisors was a net buyer of stock by $11M.
Landmark Financial Advisors has $246M in assets under management (AUM), dropping by 1.00%.
Central Index Key (CIK): 0001641440

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Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 89 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.7	$24M		545k	43.72	View chart
Flexshares Tr Mornstar Upstr (GUNR)	9.0	$22M	+5%	546k	40.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	7.1	$17M	+6%	179k	96.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.9	$15M		37k	392.70	View chart
Flexshares Tr Flexshares Ultra (RAVI)	5.7	$14M	+3%	188k	75.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.4	$11M	+4%	238k	45.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.3	$11M	+23%	153k	69.78	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	4.1	$10M		206k	48.43	View chart
Us Bancorp Del Com New (USB)	3.6	$8.8M		267k	33.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.6	$8.8M	-2%	224k	39.21	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.5	$8.6M	+107%	184k	46.47	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.3	$5.7M	+6%	220k	26.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$5.5M		13k	427.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.0	$5.0M	+10%	66k	75.66	View chart
Apple (AAPL)	2.0	$4.8M		28k	171.21	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.9	$4.7M	+10%	48k	98.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.7	$4.1M		72k	57.60	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.6	$3.8M	+8%	149k	25.69	View chart
Flexshares Tr Qualt Divd Idx (QDF)	1.4	$3.4M	+9%	61k	55.78	View chart
JPMorgan Chase & Co. (JPM)	1.2	$3.0M		20k	145.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.9M		8.2k	350.30	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	1.2	$2.8M	+8%	72k	39.76	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$2.8M	+8%	125k	22.57	View chart
Microsoft Corporation (MSFT)	1.1	$2.8M		8.7k	315.76	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$2.7M		19k	143.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$2.4M	-17%	13k	189.07	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$2.3M	+2%	39k	59.16	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.9	$2.2M	-3%	5.3k	414.90	View chart
Cincinnati Financial Corporation (CINF)	0.7	$1.8M		18k	102.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$1.7M		34k	50.60	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.7	$1.6M	-29%	33k	49.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.5M		12k	130.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.4M	-5%	42k	33.96	View chart
Oracle Corporation (ORCL)	0.5	$1.2M	-3%	11k	105.92	View chart
Amazon (AMZN)	0.5	$1.1M	+2%	8.9k	127.12	View chart
Wal-Mart Stores (WMT)	0.5	$1.1M		7.0k	159.93	View chart
Gildan Activewear Inc Com Cad (GIL)	0.4	$1.0M	-21%	38k	28.01	View chart
Mid-America Apartment (MAA)	0.4	$971k		7.5k	128.65	View chart
Abbvie (ABBV)	0.4	$921k		6.2k	149.05	View chart
German American Ban (GABC)	0.4	$918k		34k	27.09	View chart
Johnson & Johnson (JNJ)	0.4	$874k	-3%	5.6k	155.76	View chart
Chevron Corporation (CVX)	0.3	$795k		4.7k	168.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$712k		10k	68.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.3	$690k	+936%	25k	27.40	View chart
Merck & Co (MRK)	0.3	$690k		6.7k	102.95	View chart
Cisco Systems (CSCO)	0.3	$686k		13k	53.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$649k		15k	44.23	View chart
Camping World Hldgs Cl A (CWH)	0.2	$597k		29k	20.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$591k		3.7k	159.49	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$587k	+2%	8.5k	69.40	View chart
Abbott Laboratories (ABT)	0.2	$553k	+3%	5.7k	96.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$547k		7.3k	75.15	View chart
International Business Machines (IBM)	0.2	$528k	+2%	3.8k	140.30	View chart
NVIDIA Corporation (NVDA)	0.2	$526k	-5%	1.2k	434.99	View chart
United Parcel Service CL B (UPS)	0.2	$493k		3.2k	155.87	View chart
American Tower Reit (AMT)	0.2	$466k		2.8k	164.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$460k		8.9k	51.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$441k		11k	41.42	View chart
Home Depot (HD)	0.2	$439k		1.5k	302.16	View chart
Procter & Gamble Company (PG)	0.2	$431k	+46%	3.0k	145.86	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$397k	-3%	22k	17.75	View chart
Bank of America Corporation (BAC)	0.2	$396k	-4%	15k	27.38	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$387k		8.1k	47.89	View chart
Eaton Corp SHS (ETN)	0.2	$384k		1.8k	213.28	View chart
Caterpillar (CAT)	0.1	$362k	-19%	1.3k	273.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$355k	+5%	897.00	395.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$349k	-5%	1.6k	212.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$345k	+8%	2.9k	117.58	View chart
Comcast Corp Cl A (CMCSA)	0.1	$320k	+3%	7.2k	44.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$320k		1.8k	176.74	View chart
Meta Platforms Cl A (META)	0.1	$303k	+3%	1.0k	300.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$290k	-5%	12k	23.94	View chart
Hca Holdings (HCA)	0.1	$283k		1.2k	245.98	View chart
Schlumberger Com Stk (SLB)	0.1	$282k	+3%	4.8k	58.30	View chart
CVS Caremark Corporation (CVS)	0.1	$280k	+3%	4.0k	69.82	View chart
TJX Companies (TJX)	0.1	$280k	+2%	3.1k	88.88	View chart
Coca-Cola Company (KO)	0.1	$278k		5.0k	55.98	View chart
Pinnacle Financial Partners (PNFP)	0.1	$275k		4.1k	67.04	View chart
Adobe Systems Incorporated (ADBE)	0.1	$267k	+13%	523.00	509.90	View chart
Te Connectivity SHS (TEL)	0.1	$252k		2.0k	123.51	View chart
salesforce (CRM)	0.1	$243k		1.2k	202.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$242k	NEW	2.3k	107.14	View chart
Pfizer (PFE)	0.1	$231k	+2%	7.0k	33.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$215k		2.9k	75.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$214k	NEW	1.6k	131.85	View chart
UnitedHealth (UNH)	0.1	$213k		422.00	504.19	View chart
EOG Resources (EOG)	0.1	$211k	NEW	1.7k	126.76	View chart
Pepsi (PEP)	0.1	$210k		1.2k	169.44	View chart
At&t (T)	0.1	$174k	+7%	12k	15.02	View chart

Past Filings by Landmark Financial Advisors

SEC 13F filings are viewable for Landmark Financial Advisors going back to 2015

Landmark Financial Advisors 2023 Q3 filed Oct. 13, 2023
Landmark Financial Advisors 2023 Q2 filed July 18, 2023
Landmark Financial Advisors 2023 Q1 filed April 13, 2023
Landmark Financial Advisors 2022 Q4 filed Jan. 23, 2023
Landmark Financial Advisors 2022 Q3 filed Nov. 10, 2022
Landmark Financial Advisors 2022 Q2 filed Aug. 3, 2022
Landmark Financial Advisors 2022 Q1 filed May 16, 2022
Landmark Financial Advisors 2021 Q4 filed Jan. 26, 2022
Landmark Financial Advisors 2021 Q3 filed Nov. 12, 2021
Landmark Financial Advisors 2021 Q2 filed Aug. 12, 2021
Landmark Financial Advisors 2021 Q1 filed May 11, 2021
Landmark Financial Advisors 2020 Q4 filed Feb. 8, 2021
Landmark Financial Advisors 2020 Q3 filed Oct. 13, 2020
Landmark Financial Advisors 2020 Q2 filed July 17, 2020
Landmark Financial Advisors 2020 Q1 filed April 22, 2020
Landmark Financial Advisors 2019 Q4 filed Feb. 12, 2020

View all past filings

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