Landmark Financial Advisors

Landmark Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 85 positions in its portfolio as reported in the December 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) 12.2 $27M 536k 51.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 10.7 $24M 484k 49.46
Flexshares Tr Mornstar Upstr (GUNR) 7.2 $16M 412k 39.49
Us Bancorp Del Com New (USB) 6.8 $15M 273k 56.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.9 $13M 30k 436.57
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.4 $12M 114k 105.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.4 $12M 142k 84.75
Flexshares Tr Stoxx Globr Inf (NFRA) 5.2 $12M 205k 57.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $6.8M 14k 474.94
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $5.7M 49k 116.01
Apple (AAPL) 2.5 $5.6M 31k 177.58
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.4 $5.5M 90k 60.83
Vanguard Index Fds Extend Mkt Etf (VXF) 2.4 $5.3M 29k 182.87
Flexshares Tr Ready Acc Vari (RAVI) 2.0 $4.4M 59k 75.56
Vanguard Index Fds Small Cp Etf (VB) 1.9 $4.3M 19k 226.01
JPMorgan Chase & Co. (JPM) 1.3 $3.0M 19k 158.37
Vanguard World Fds Inf Tech Etf (VGT) 1.3 $2.9M 6.3k 458.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.9M 9.6k 298.98
Microsoft Corporation (MSFT) 1.1 $2.5M 7.6k 336.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $2.5M 65k 38.86
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $2.2M 19k 113.82
Cincinnati Financial Corporation (CINF) 0.9 $2.0M 18k 113.94
Mid-America Apartment (MAA) 0.6 $1.4M 6.0k 229.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.3M 27k 47.52
Johnson & Johnson (JNJ) 0.5 $1.2M 7.0k 171.07
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.2M 15k 78.66
Camping World Hldgs Cl A (CWH) 0.5 $1.2M 29k 40.41
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $1.1M 38k 29.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $1.1M 20k 53.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.1M 18k 61.30
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.5 $1.1M 14k 77.66
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.1M 364.00 2898.35
Gildan Activewear Inc Com Cad (GIL) 0.5 $1.1M 25k 42.41
Wal-Mart Stores (WMT) 0.4 $1.0M 7.0k 144.62
Oracle Corporation (ORCL) 0.4 $975k 11k 87.21
Abbvie (ABBV) 0.4 $909k 6.7k 135.47
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $859k 17k 49.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $852k 8.3k 102.42
Bank of America Corporation (BAC) 0.3 $743k 17k 44.52
Cisco Systems (CSCO) 0.3 $739k 12k 63.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $724k 8.9k 81.26
United Parcel Service CL B (UPS) 0.3 $716k 3.3k 214.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $715k 4.0k 178.97
American Tower Reit (AMT) 0.3 $694k 2.4k 292.33
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $680k 13k 52.68
Wp Carey (WPC) 0.3 $677k 8.3k 82.03
Abbott Laboratories (ABT) 0.3 $664k 4.7k 140.68
Amazon (AMZN) 0.3 $657k 197.00 3335.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $655k 2.7k 241.43
Merck & Co (MRK) 0.2 $556k 7.2k 76.70
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $530k 1.7k 320.24
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $529k 10k 50.86
Chevron Corporation (CVX) 0.2 $508k 4.3k 117.29
3M Company (MMM) 0.2 $466k 2.6k 177.73
Te Connectivity SHS 0.2 $459k 2.8k 161.45
Ishares Tr Russell 2000 Etf (IWM) 0.2 $457k 2.1k 222.28
Mondelez Intl Cl A (MDLZ) 0.2 $448k 6.8k 66.28
Intel Corporation (INTC) 0.2 $443k 8.6k 51.49
German American Ban (GABC) 0.2 $437k 11k 38.98
Home Depot (HD) 0.2 $437k 1.1k 415.00
Pinnacle Financial Partners (PNFP) 0.2 $392k 4.1k 95.45
CVS Caremark Corporation (CVS) 0.2 $381k 3.7k 103.03
Hca Holdings (HCA) 0.2 $361k 1.4k 256.57
Cognizant Technology Solutio Cl A (CTSH) 0.2 $361k 4.1k 88.78
Caterpillar (CAT) 0.2 $353k 1.7k 206.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $345k 5.4k 63.65
Pfizer (PFE) 0.2 $343k 5.8k 59.04
International Business Machines (IBM) 0.1 $330k 2.5k 133.82
Pepsi (PEP) 0.1 $323k 1.9k 173.94
Eaton Corp SHS (ETN) 0.1 $311k 1.8k 172.78
Shopify Cl A (SHOP) 0.1 $306k 222.00 1378.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $301k 3.7k 80.85
Verizon Communications (VZ) 0.1 $296k 5.7k 51.93
Procter & Gamble Company (PG) 0.1 $264k 1.6k 163.57
Align Technology (ALGN) 0.1 $263k 400.00 657.50
Comcast Corp Cl A (CMCSA) 0.1 $253k 5.0k 50.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $250k 2.7k 92.94
Raytheon Technologies Corp (RTX) 0.1 $232k 2.7k 86.02
Vanguard Index Fds Value Etf (VTV) 0.1 $226k 1.5k 147.42
Starbucks Corporation (SBUX) 0.1 $224k 1.9k 116.85
General Electric Com New (GE) 0.1 $221k 2.3k 94.36
Netflix (NFLX) 0.1 $210k 348.00 603.45
Emerson Electric (EMR) 0.1 $205k 2.2k 92.89
Cbre Group Cl A (CBRE) 0.1 $203k 1.9k 108.38
Synthetic Biologics Com New 0.0 $7.0k 24k 0.29