Landmark Financial Advisors

Landmark Financial Advisors as of June 30, 2020

Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 60 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.7 $15M 168k 88.31
Flexshares Tr Mornstar Upstr (GUNR) 7.7 $12M 420k 28.08
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 7.6 $12M 290k 39.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.7 $10M 35k 291.25
Us Bancorp Del Com New (USB) 6.5 $10M 272k 36.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.2 $9.5M 222k 42.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 6.0 $9.2M 148k 62.14
Flexshares Tr Stoxx Globr Inf (NFRA) 5.5 $8.4M 173k 48.64
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.2 $6.5M 63k 102.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.1 $6.3M 20k 317.03
Flexshares Tr Ready Acc Vari (RAVI) 3.2 $5.0M 65k 76.23
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $4.2M 53k 80.06
Vanguard Index Fds Small Cp Etf (VB) 2.3 $3.5M 24k 147.27
Vanguard World Fds Inf Tech Etf (VGT) 2.1 $3.3M 12k 285.37
Apple (AAPL) 1.7 $2.6M 6.9k 373.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $2.5M 33k 76.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $2.5M 82k 30.65
Vanguard Index Fds Extend Mkt Etf (VXF) 1.5 $2.3M 19k 120.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $1.9M 10k 182.74
Microsoft Corporation (MSFT) 1.2 $1.8M 8.6k 210.65
JPMorgan Chase & Co. (JPM) 1.2 $1.8M 19k 94.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $1.8M 68k 26.38
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $1.5M 27k 56.17
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $1.5M 29k 51.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.3M 7.9k 160.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.0M 20k 49.65
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.0M 16k 62.78
Cincinnati Financial Corporation (CINF) 0.6 $961k 14k 68.03
Wal-Mart Stores (WMT) 0.5 $835k 7.0k 118.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $801k 12k 65.69
Camping World Hldgs Cl A (CWH) 0.5 $791k 30k 26.45
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $671k 19k 35.91
Abbvie (ABBV) 0.4 $626k 6.3k 99.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $607k 7.3k 82.69
Oracle Corporation (ORCL) 0.4 $578k 10k 56.61
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $563k 5.3k 107.03
Wp Carey (WPC) 0.4 $557k 8.3k 67.49
Alphabet Cap Stk Cl A (GOOGL) 0.4 $547k 365.00 1498.63
Cisco Systems (CSCO) 0.3 $493k 11k 46.40
Merck & Co (MRK) 0.3 $466k 5.9k 79.50
Ishares Tr Russell 2000 Etf (IWM) 0.3 $454k 3.2k 143.44
Amazon (AMZN) 0.3 $449k 147.00 3054.42
United Parcel Service CL B (UPS) 0.3 $426k 3.7k 115.26
Abbott Laboratories (ABT) 0.3 $416k 4.5k 93.06
3M Company (MMM) 0.3 $396k 2.5k 158.27
Johnson & Johnson (JNJ) 0.3 $389k 2.7k 142.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $373k 3.9k 95.45
Bank of America Corporation (BAC) 0.2 $370k 16k 23.69
Intel Corporation (INTC) 0.2 $355k 6.0k 59.58
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $350k 1.5k 226.54
Brown Forman Corp Cl A (BF.A) 0.2 $349k 6.0k 58.46
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $340k 2.0k 167.08
American Tower Reit (AMT) 0.2 $339k 1.3k 265.88
Chevron Corporation (CVX) 0.2 $328k 3.7k 88.48
At&t (T) 0.2 $290k 9.5k 30.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $277k 5.4k 51.21
Te Connectivity Reg Shs 0.2 $261k 3.2k 82.62
German American Ban (GABC) 0.2 $242k 8.2k 29.52
Vanguard Index Fds Value Etf (VTV) 0.1 $221k 2.2k 101.10
General Electric Company 0.1 $122k 17k 7.01