Landmark Wealth Management

Landmark Wealth Management as of June 30, 2022

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 38 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Tr S&p 500 Dv Arist (NOBL) 16.7 $13M 153k 85.36
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 13.4 $11M 363k 28.84
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.1 $7.1M 148k 48.04
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 8.6 $6.7M 144k 46.37
Pimco Etf Tr Active Bd Etf (BOND) 8.3 $6.5M 68k 95.25
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 7.6 $5.9M 174k 34.20
Proshares Tr Msci Eafe Divd (EFAD) 3.6 $2.8M 81k 34.58
Legg Mason Etf Invt Westn Aset Ttl (WBND) 3.3 $2.6M 122k 21.04
Proshares Tr S&p Mdcp 400 Div (REGL) 3.2 $2.5M 37k 67.46
Proshares Tr Russ 2000 Divd (SMDV) 2.4 $1.9M 32k 58.77
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.2 $1.7M 35k 48.06
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.8 $1.4M 27k 51.48
Proshares Tr Msci Emrg Mkts (EMDV) 1.8 $1.4M 28k 49.42
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.7 $1.3M 27k 49.91
First Tr Exchange-traded No Amer Energy (EMLP) 1.7 $1.3M 50k 25.75
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.6 $1.3M 25k 50.60
Spdr Index Shs Fds Glb Nat Resrce (GNR) 1.4 $1.1M 22k 52.07
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 1.4 $1.1M 45k 24.26
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $853k 19k 44.32
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.0 $816k 22k 37.80
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB) 0.9 $731k 31k 23.59
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.9 $727k 31k 23.68
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $497k 6.5k 76.23
Oracle Corporation (ORCL) 0.6 $490k 7.0k 69.93
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.5 $421k 17k 24.27
Pimco Etf Tr Muni Income Opp (MINO) 0.5 $415k 9.4k 44.14
Capital Group Core Plus Inco Shs Creation Uni (CGCP) 0.5 $399k 17k 23.28
T Rowe Price Etf Total Return Etf (TOTR) 0.5 $386k 9.0k 43.09
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.4 $285k 9.9k 28.88
Ishares Tr Core Msci Eafe (IEFA) 0.4 $279k 4.7k 58.82
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $276k 7.0k 39.66
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $272k 1.6k 172.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $262k 694.00 377.52
Verizon Communications (VZ) 0.3 $251k 4.9k 50.74
Alphabet Cap Stk Cl A (GOOGL) 0.3 $222k 102.00 2176.47
Exxon Mobil Corporation (XOM) 0.3 $216k 2.5k 85.78
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $209k 6.0k 34.83
At&t (T) 0.3 $202k 9.6k 20.96