Landmark Financial Advisors

Landmark Financial Advisors as of March 31, 2021

Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 67 positions in its portfolio as reported in the March 2021 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) 10.3 $19M 391k 49.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 10.2 $19M 362k 52.05
Us Bancorp Del Com New (USB) 8.1 $15M 273k 55.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.2 $13M 158k 84.72
Flexshares Tr Mornstar Upstr (GUNR) 6.4 $12M 329k 36.19
Ishares Tr 0-5 Yr Tips Etf (STIP) 6.0 $11M 105k 105.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.9 $11M 30k 364.31
Flexshares Tr Stoxx Globr Inf (NFRA) 5.7 $11M 190k 56.13
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.6 $6.7M 108k 61.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $6.0M 15k 396.31
Flexshares Tr Ready Acc Vari (RAVI) 2.6 $4.8M 63k 76.16
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $4.4M 47k 91.86
Vanguard Index Fds Small Cp Etf (VB) 2.2 $4.2M 19k 214.07
Vanguard Index Fds Extend Mkt Etf (VXF) 2.1 $3.8M 22k 176.93
Apple (AAPL) 2.0 $3.7M 31k 122.16
JPMorgan Chase & Co. (JPM) 1.6 $2.9M 19k 152.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $2.6M 69k 37.62
Vanguard World Fds Inf Tech Etf (VGT) 1.4 $2.6M 7.2k 358.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.5M 9.9k 255.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $2.2M 23k 96.02
Microsoft Corporation (MSFT) 0.9 $1.8M 7.4k 235.70
Cincinnati Financial Corporation (CINF) 0.8 $1.5M 14k 103.07
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $1.3M 41k 31.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.2M 23k 53.96
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.2M 15k 75.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.1M 18k 60.66
Camping World Hldgs Cl A (CWH) 0.6 $1.1M 29k 36.36
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $904k 9.1k 99.67
Wal-Mart Stores (WMT) 0.5 $883k 6.5k 135.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $860k 10k 82.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $844k 4.1k 206.71
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $778k 15k 51.30
Alphabet Cap Stk Cl A (GOOGL) 0.4 $726k 352.00 2062.50
Abbvie (ABBV) 0.4 $719k 6.6k 108.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $700k 4.2k 165.68
Oracle Corporation (ORCL) 0.4 $681k 9.7k 70.16
Bank of America Corporation (BAC) 0.3 $592k 15k 38.71
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $591k 14k 41.08
Cisco Systems (CSCO) 0.3 $588k 11k 51.67
Wp Carey (WPC) 0.3 $584k 8.3k 70.76
United Parcel Service CL B (UPS) 0.3 $551k 3.2k 169.96
Abbott Laboratories (ABT) 0.3 $536k 4.5k 119.91
Amazon (AMZN) 0.3 $514k 166.00 3096.39
Intel Corporation (INTC) 0.3 $492k 7.7k 64.00
Ishares Tr Russell 2000 Etf (IWM) 0.3 $488k 2.2k 221.11
Johnson & Johnson (JNJ) 0.3 $471k 2.9k 164.17
3M Company (MMM) 0.3 $467k 2.4k 192.50
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $450k 2.0k 221.13
Merck & Co (MRK) 0.2 $434k 5.6k 77.02
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $408k 1.5k 268.60
American Tower Reit (AMT) 0.2 $400k 1.7k 239.23
Chevron Corporation (CVX) 0.2 $396k 3.8k 104.73
German American Ban (GABC) 0.2 $379k 8.2k 46.23
Pinnacle Financial Partners (PNFP) 0.2 $364k 4.1k 88.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $364k 3.9k 93.14
Te Connectivity Reg Shs 0.2 $351k 2.7k 128.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $340k 5.4k 62.73
Caterpillar (CAT) 0.2 $317k 1.4k 231.89
Verizon Communications (VZ) 0.1 $264k 4.5k 58.07
International Business Machines (IBM) 0.1 $258k 1.9k 133.26
Citigroup Com New (C) 0.1 $256k 3.5k 72.67
CVS Caremark Corporation (CVS) 0.1 $252k 3.3k 75.29
Eaton Corp SHS (ETN) 0.1 $249k 1.8k 138.33
At&t (T) 0.1 $235k 7.8k 30.24
General Electric Company 0.1 $223k 17k 13.10
Truist Financial Corp equities (TFC) 0.1 $206k 3.5k 58.24
Tesla Motors (TSLA) 0.1 $202k 303.00 666.67