Landmark Financial Advisors

Landmark Financial Advisors as of March 31, 2022

Portfolio Holdings for Landmark Financial Advisors

Landmark Financial Advisors holds 84 positions in its portfolio as reported in the March 2022 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) 10.8 $23M 493k 45.68
Flexshares Tr Mornstar Upstr (GUNR) 8.9 $19M 419k 44.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.4 $18M 405k 43.13
Us Bancorp Del Com New (USB) 6.6 $14M 271k 50.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.1 $13M 32k 393.81
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.5 $12M 111k 104.25
Flexshares Tr Stoxx Globr Inf (NFRA) 5.2 $11M 193k 56.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.1 $11M 139k 76.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $5.9M 14k 428.51
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $5.7M 52k 109.48
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.7 $5.6M 124k 45.01
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.5 $5.1M 87k 59.01
Apple (AAPL) 2.4 $5.1M 31k 162.88
Vanguard Index Fds Extend Mkt Etf (VXF) 2.0 $4.2M 27k 155.33
Vanguard Index Fds Small Cp Etf (VB) 1.8 $3.8M 19k 203.44
Flexshares Tr Ready Acc Vari (RAVI) 1.8 $3.7M 49k 74.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $3.3M 9.7k 336.99
JPMorgan Chase & Co. (JPM) 1.2 $2.5M 20k 126.77
Cincinnati Financial Corporation (CINF) 1.1 $2.4M 18k 136.09
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $2.4M 6.2k 378.73
Microsoft Corporation (MSFT) 1.0 $2.2M 7.7k 280.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.9M 37k 50.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.9M 54k 34.91
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.9 $1.8M 28k 66.55
Mid-America Apartment (MAA) 0.7 $1.5M 7.4k 204.99
Johnson & Johnson (JNJ) 0.6 $1.3M 7.2k 185.96
Wal-Mart Stores (WMT) 0.5 $1.1M 7.0k 156.89
Abbvie (ABBV) 0.5 $1.1M 7.0k 156.24
Alphabet Cap Stk Cl A (GOOGL) 0.5 $977k 397.00 2460.96
Ishares Tr Msci Eafe Etf (EFA) 0.5 $961k 14k 70.15
Oracle Corporation (ORCL) 0.4 $884k 12k 76.95
German American Ban (GABC) 0.4 $873k 24k 36.99
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $866k 18k 48.84
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $865k 18k 49.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $797k 15k 54.58
Camping World Hldgs Cl A (CWH) 0.4 $786k 30k 26.07
Amazon (AMZN) 0.4 $786k 269.00 2921.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $766k 29k 26.03
Wp Carey (WPC) 0.3 $699k 8.3k 84.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $691k 9.0k 77.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $681k 15k 45.10
Dimensional Etf Trust Us High Profitab (DUHP) 0.3 $676k 26k 25.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $675k 4.0k 170.89
Bank of America Corporation (BAC) 0.3 $673k 18k 37.29
American Tower Reit (AMT) 0.3 $669k 2.6k 259.70
Chevron Corporation (CVX) 0.3 $664k 4.2k 157.61
Merck & Co (MRK) 0.3 $658k 7.7k 85.43
United Parcel Service CL B (UPS) 0.3 $639k 3.4k 189.78
Cisco Systems (CSCO) 0.3 $626k 12k 51.98
Gildan Activewear Inc Com Cad (GIL) 0.3 $623k 18k 35.68
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $618k 24k 25.28
Abbott Laboratories (ABT) 0.3 $591k 4.9k 120.00
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $513k 1.7k 294.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $475k 2.2k 215.62
Mondelez Intl Cl A (MDLZ) 0.2 $466k 7.1k 65.81
Intel Corporation (INTC) 0.2 $456k 9.7k 47.04
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $434k 7.5k 57.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $425k 8.6k 49.27
Caterpillar (CAT) 0.2 $390k 1.8k 216.55
CVS Caremark Corporation (CVS) 0.2 $387k 3.8k 101.90
Home Depot (HD) 0.2 $382k 1.3k 305.11
Ishares Tr Russell 2000 Etf (IWM) 0.2 $374k 1.9k 193.68
3M Company (MMM) 0.2 $366k 2.5k 148.60
Cognizant Technology Solutio Cl A (CTSH) 0.2 $357k 4.2k 84.50
International Business Machines (IBM) 0.2 $355k 2.6k 139.05
Te Connectivity SHS (TEL) 0.2 $354k 2.8k 124.43
Pinnacle Financial Partners (PNFP) 0.2 $334k 4.1k 81.32
Verizon Communications (VZ) 0.2 $323k 6.4k 50.31
Pfizer (PFE) 0.1 $306k 6.2k 48.98
Hca Holdings (HCA) 0.1 $306k 1.5k 210.74
Procter & Gamble Company (PG) 0.1 $294k 1.8k 162.61
Raytheon Technologies Corp (RTX) 0.1 $269k 2.7k 99.56
Eaton Corp SHS (ETN) 0.1 $265k 1.8k 147.22
Comcast Corp Cl A (CMCSA) 0.1 $258k 5.6k 45.70
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $256k 3.3k 77.27
Pepsi (PEP) 0.1 $255k 1.5k 173.47
UnitedHealth (UNH) 0.1 $244k 465.00 524.73
Amgen (AMGN) 0.1 $231k 918.00 251.63
Coca-Cola Company (KO) 0.1 $220k 3.3k 65.95
Lockheed Martin Corporation (LMT) 0.1 $217k 491.00 441.96
Emerson Electric (EMR) 0.1 $214k 2.3k 92.40
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $212k 2.6k 82.46
Vanguard Index Fds Value Etf (VTV) 0.1 $201k 1.4k 144.92
Synthetic Biologics Com New 0.0 $6.0k 24k 0.25