Landmark Financial Advisors

Landmark Financial Advisors as of Sept. 30, 2020

Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 60 positions in its portfolio as reported in the September 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) 9.6 $15M 172k 87.77
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.2 $13M 310k 41.69
Flexshares Tr Mornstar Upstr (GUNR) 6.9 $11M 384k 28.19
Us Bancorp Del Com New (USB) 6.5 $10M 273k 37.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.4 $10M 32k 312.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $9.7M 222k 43.70
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.8 $9.1M 88k 103.56
Flexshares Tr Stoxx Globr Inf (NFRA) 5.7 $9.0M 178k 50.73
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.0 $7.9M 127k 62.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $6.1M 18k 339.76
Flexshares Tr Ready Acc Vari (RAVI) 3.5 $5.5M 73k 76.28
Apple (AAPL) 2.6 $4.1M 35k 116.51
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $4.0M 49k 82.41
Vanguard Index Fds Small Cp Etf (VB) 2.2 $3.5M 22k 160.30
Vanguard World Fds Inf Tech Etf (VGT) 1.9 $3.0M 9.4k 315.08
Vanguard Index Fds Extend Mkt Etf (VXF) 1.7 $2.7M 20k 134.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $2.6M 81k 32.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $2.3M 28k 81.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.1M 10k 212.34
JPMorgan Chase & Co. (JPM) 1.2 $1.9M 19k 99.06
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.1 $1.8M 67k 27.03
Microsoft Corporation (MSFT) 1.1 $1.7M 7.9k 210.36
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $1.5M 27k 55.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.4M 7.8k 173.48
Cincinnati Financial Corporation (CINF) 0.7 $1.2M 14k 82.04
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $1.1M 22k 51.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.0M 20k 51.38
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.0M 16k 64.87
Camping World Hldgs Cl A (CWH) 0.6 $946k 29k 32.45
Wal-Mart Stores (WMT) 0.6 $922k 6.5k 141.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $831k 10k 82.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $722k 10k 71.61
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $628k 17k 36.91
United Parcel Service CL B (UPS) 0.4 $614k 3.6k 169.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $611k 5.3k 116.16
Oracle Corporation (ORCL) 0.4 $572k 9.6k 59.58
Wp Carey (WPC) 0.4 $557k 8.3k 67.49
Abbvie (ABBV) 0.3 $539k 6.1k 87.87
Alphabet Cap Stk Cl A (GOOGL) 0.3 $513k 346.00 1482.66
Amazon (AMZN) 0.3 $499k 156.00 3198.72
Abbott Laboratories (ABT) 0.3 $485k 4.5k 108.50
Merck & Co (MRK) 0.3 $476k 5.9k 81.20
Ishares Tr Russell 2000 Etf (IWM) 0.3 $434k 2.8k 157.13
Cisco Systems (CSCO) 0.3 $410k 11k 38.59
3M Company (MMM) 0.3 $405k 2.5k 162.91
Johnson & Johnson (JNJ) 0.2 $391k 2.6k 148.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $374k 3.9k 95.70
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $369k 2.0k 181.33
Bank of America Corporation (BAC) 0.2 $369k 15k 24.61
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $349k 1.5k 238.23
American Tower Reit (AMT) 0.2 $327k 1.3k 243.12
Intel Corporation (INTC) 0.2 $307k 5.9k 51.70
Brown Forman Corp Cl A (BF.A) 0.2 $297k 4.3k 69.07
Te Connectivity Reg Shs 0.2 $291k 2.9k 101.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $287k 5.4k 53.06
At&t (T) 0.2 $270k 9.4k 28.64
Chevron Corporation (CVX) 0.2 $259k 3.6k 72.83
German American Ban (GABC) 0.1 $233k 8.2k 28.42
Vanguard Index Fds Value Etf (VTV) 0.1 $233k 2.2k 106.39
General Electric Company 0.1 $105k 16k 6.40