Landmark Financial Advisors

Landmark Financial Advisors as of Dec. 31, 2020

Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 69 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.4 $17M 343k 48.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.1 $14M 165k 87.18
Us Bancorp Del Com New (USB) 7.6 $13M 272k 49.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.5 $13M 255k 51.85
Flexshares Tr Mornstar Upstr (GUNR) 6.5 $12M 333k 34.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.0 $11M 31k 348.12
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.9 $11M 100k 104.62
Flexshares Tr Stoxx Globr Inf (NFRA) 5.7 $10M 186k 54.37
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.0 $7.1M 115k 61.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $6.2M 16k 378.67
Flexshares Tr Ready Acc Vari (RAVI) 3.3 $5.8M 76k 76.28
Vanguard Index Fds Small Cp Etf (VB) 2.3 $4.1M 20k 203.75
Apple (AAPL) 2.3 $4.0M 31k 128.99
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $4.0M 48k 81.98
Vanguard Index Fds Extend Mkt Etf (VXF) 2.0 $3.5M 21k 171.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $2.9M 79k 37.06
Vanguard World Fds Inf Tech Etf (VGT) 1.5 $2.7M 7.7k 354.37
JPMorgan Chase & Co. (JPM) 1.5 $2.6M 19k 138.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.4M 10k 233.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $2.3M 25k 92.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.1 $1.9M 60k 31.75
Microsoft Corporation (MSFT) 0.9 $1.7M 7.6k 217.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.4M 7.2k 198.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $1.3M 24k 55.41
Cincinnati Financial Corporation (CINF) 0.7 $1.3M 14k 88.70
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.2M 16k 74.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.1M 19k 60.13
Wal-Mart Stores (WMT) 0.5 $964k 6.5k 147.31
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $882k 17k 51.36
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $865k 9.2k 94.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $860k 10k 83.04
Camping World Hldgs Cl A (CWH) 0.5 $844k 29k 28.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $785k 5.3k 149.24
Abbvie (ABBV) 0.4 $724k 6.6k 108.99
Alphabet Cap Stk Cl A (GOOGL) 0.3 $611k 348.00 1755.75
Oracle Corporation (ORCL) 0.3 $599k 9.5k 63.05
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $594k 16k 36.51
Cisco Systems (CSCO) 0.3 $586k 13k 45.38
United Parcel Service CL B (UPS) 0.3 $576k 3.6k 161.93
Bank of America Corporation (BAC) 0.3 $552k 17k 33.07
Wp Carey (WPC) 0.3 $548k 8.3k 66.40
Amazon (AMZN) 0.3 $526k 169.00 3112.43
Merck & Co (MRK) 0.3 $498k 5.9k 84.95
Abbott Laboratories (ABT) 0.3 $495k 4.5k 110.74
Ishares Tr Russell 2000 Etf (IWM) 0.3 $469k 2.3k 207.71
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $432k 2.0k 212.28
Johnson & Johnson (JNJ) 0.2 $421k 2.6k 159.41
3M Company (MMM) 0.2 $407k 2.5k 165.04
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $394k 1.4k 272.66
Intel Corporation (INTC) 0.2 $383k 7.4k 51.57
Te Connectivity Reg Shs 0.2 $375k 2.9k 130.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $375k 3.9k 95.96
Chevron Corporation (CVX) 0.2 $360k 3.9k 91.58
American Tower Reit (AMT) 0.2 $348k 1.6k 215.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $335k 5.4k 61.93
Brown Forman Corp Cl A (BF.A) 0.2 $311k 4.3k 72.33
German American Ban (GABC) 0.2 $285k 8.2k 34.76
Vanguard Index Fds Value Etf (VTV) 0.2 $268k 2.2k 122.15
Caterpillar (CAT) 0.1 $252k 1.3k 193.85
Pinnacle Financial Partners (PNFP) 0.1 $248k 3.5k 70.12
Tesla Motors (TSLA) 0.1 $246k 303.00 811.88
CVS Caremark Corporation (CVS) 0.1 $242k 3.2k 76.17
At&t (T) 0.1 $237k 8.2k 28.83
Citigroup Com New (C) 0.1 $234k 3.5k 66.42
Eaton Corp SHS (ETN) 0.1 $229k 1.8k 127.22
International Business Machines (IBM) 0.1 $223k 1.7k 128.38
Pfizer (PFE) 0.1 $218k 5.8k 37.70
Procter & Gamble Company (PG) 0.1 $201k 1.5k 137.95
General Electric Company 0.1 $188k 16k 11.45