Landmark Wealth Management as of Dec. 31, 2023
Portfolio Holdings for Landmark Wealth Management
Landmark Wealth Management holds 5 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 58.8 | $5.7M | 30k | 192.53 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.3 | $1.4M | 2.9k | 475.31 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 11.2 | $1.1M | 2.00 | 542625.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.1 | $1.1M | 3.0k | 356.66 | |
| Vanguard Index Fds Growth Etf (VUG) | 4.6 | $445k | 1.4k | 310.92 |
