Landmark Financial Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by Landmark Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 87 positions in its portfolio as reported in the December 2022 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) 10.1 $22M 520k 41.97
Flexshares Tr Mornstar Upstr (GUNR) 8.3 $18M 414k 43.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.0 $13M +4% 37k 351.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.9 $13M +7% 133k 96.96
Flexshares Tr Stoxx Globr Inf (NFRA) 5.4 $12M +3% 233k 50.41
Us Bancorp Del Com New (USB) 5.4 $12M 268k 43.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.0 $11M -15% 278k 38.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.7 $10M 142k 71.84
Flexshares Tr Ready Acc Vari (RAVI) 4.4 $9.5M +40% 128k 74.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.1 $8.8M +7% 200k 43.95
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.6 $5.7M +48% 116k 49.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $5.1M 13k 382.43
Vanguard Index Fds Real Estate Etf (VNQ) 2.1 $4.6M +3% 56k 82.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.9 $4.2M -7% 73k 57.82

Setup an alert

Landmark Financial Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Apple (AAPL) 1.8 $4.0M -3% 31k 129.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $3.2M +89% 129k 25.04
Vanguard Index Fds Small Cp Etf (VB) 1.4 $3.0M 17k 183.54
Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $2.9M 22k 132.86
JPMorgan Chase & Co. (JPM) 1.3 $2.9M +8% 22k 134.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.8M 9.2k 308.90
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.3 $2.7M NEW 57k 47.81
Microsoft Corporation (MSFT) 1.2 $2.5M +21% 11k 239.82
Dimensional Etf Trust Us High Profitab (DUHP) 1.2 $2.5M +18% 105k 24.01
Flexshares Tr Qualt Divd Idx (QDF) 0.9 $2.0M +21% 39k 52.60
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.9 $2.0M +5% 33k 60.98
Vanguard World Fds Inf Tech Etf (VGT) 0.9 $1.9M 6.0k 319.41
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.9 $1.9M +34% 48k 39.85
Cincinnati Financial Corporation (CINF) 0.8 $1.8M 18k 102.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.6M 36k 45.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.6M -5% 49k 32.21
German American Ban (GABC) 0.6 $1.3M -2% 34k 37.30
Johnson & Johnson (JNJ) 0.6 $1.2M -3% 7.0k 176.64
Mid-America Apartment (MAA) 0.5 $1.2M 7.5k 156.99
Abbvie (ABBV) 0.5 $1.0M -3% 6.5k 161.62
Wal-Mart Stores (WMT) 0.5 $1.0M +5% 7.3k 141.80
Alphabet Cap Stk Cl A (GOOGL) 0.4 $970k +10% 11k 88.23
Oracle Corporation (ORCL) 0.4 $893k -2% 11k 81.74
Ishares Tr Msci Eafe Etf (EFA) 0.4 $852k -4% 13k 65.64
Chevron Corporation (CVX) 0.4 $842k +2% 4.7k 179.49
Merck & Co (MRK) 0.4 $779k 7.0k 110.95
Amazon (AMZN) 0.3 $747k +13% 8.9k 84.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $734k -4% 16k 45.65
Camping World Hldgs Cl A (CWH) 0.3 $653k -3% 29k 22.32
Wp Carey (WPC) 0.3 $645k 8.3k 78.15
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) 0.3 $637k +10% 2.2k 288.47
Abbott Laboratories (ABT) 0.3 $607k 5.5k 109.79
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $598k 3.8k 158.80
Cisco Systems (CSCO) 0.3 $592k +2% 12k 47.64
Bank of America Corporation (BAC) 0.3 $586k -3% 18k 33.12
American Tower Reit (AMT) 0.3 $572k +2% 2.7k 211.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $564k -16% 7.5k 75.19
United Parcel Service CL B (UPS) 0.3 $558k -3% 3.2k 173.84
Mondelez Intl Cl A (MDLZ) 0.2 $535k +3% 8.0k 66.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $490k -2% 12k 40.51
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $490k 9.8k 50.14
Gildan Activewear Inc Com Cad (GIL) 0.2 $478k 18k 27.40
Caterpillar (CAT) 0.2 $477k -2% 2.0k 239.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $463k +19% 2.4k 191.20
Home Depot (HD) 0.2 $459k +9% 1.5k 315.86
International Business Machines (IBM) 0.2 $456k +26% 3.2k 140.89
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $450k 23k 19.29
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $397k -2% 8.2k 48.24
Pfizer (PFE) 0.2 $385k +6% 7.5k 51.24
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $381k -16% 16k 23.67
CVS Caremark Corporation (CVS) 0.2 $372k +4% 4.0k 93.19
Ishares Tr Russell 2000 Etf (IWM) 0.2 $337k -4% 1.9k 174.36
Te Connectivity SHS (TEL) 0.1 $316k 2.7k 114.81
Intel Corporation (INTC) 0.1 $309k +4% 12k 26.43
Pinnacle Financial Partners (PNFP) 0.1 $302k 4.1k 73.40
Procter & Gamble Company (PG) 0.1 $292k +2% 1.9k 151.56
Coca-Cola Company (KO) 0.1 $285k +11% 4.5k 63.61
Eaton Corp SHS (ETN) 0.1 $283k 1.8k 156.95
Hca Holdings (HCA) 0.1 $276k 1.2k 239.96
Verizon Communications (VZ) 0.1 $265k -6% 6.7k 39.40
Exxon Mobil Corporation (XOM) 0.1 $259k NEW 2.4k 110.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $259k 3.4k 75.28
Raytheon Technologies Corp (RTX) 0.1 $257k 2.5k 100.92
Pepsi (PEP) 0.1 $248k 1.4k 180.66
TJX Companies (TJX) 0.1 $245k NEW 3.1k 79.60
Comcast Corp Cl A (CMCSA) 0.1 $240k NEW 6.9k 34.97
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $234k NEW 11k 21.95
Amgen (AMGN) 0.1 $231k 878.00 262.64
UnitedHealth (UNH) 0.1 $226k 427.00 530.18
Cognizant Technology Solutio Cl A (CTSH) 0.1 $215k -6% 3.8k 57.19
Lauder Estee Cos Cl A (EL) 0.1 $209k NEW 843.00 248.11
Schlumberger Com Stk (SLB) 0.1 $208k NEW 3.9k 53.46
Citigroup Com New (C) 0.1 $203k NEW 4.5k 45.23

Past Filings by Landmark Financial Advisors

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

View all past filings