Landmark Wealth Management

Landmark Wealth Management as of June 30, 2024

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 41 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Powershares Actively Managed Total Return (GTO) 14.5 $26M 569k 46.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.2 $15M 27k 544.22
Etf Ser Solutions Distillate Us (DSTL) 6.4 $12M 227k 51.38
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.3 $12M 328k 35.08
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.1 $11M 376k 29.67
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 5.9 $11M 211k 50.89
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.8 $8.7M 89k 97.03
Ishares Tr Us Sml Cap Eqt (SMLF) 4.6 $8.4M 137k 61.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.4 $8.0M 212k 37.67
Apple (AAPL) 3.4 $6.1M 29k 210.62
Ssga Active Tr Spdr Ssga Fxd (FISR) 3.0 $5.5M 215k 25.43
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.8 $5.0M 82k 61.11
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.4 $4.4M 155k 28.30
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.2 $4.1M 106k 38.42
Ishares Tr Core Intl Aggr (IAGG) 2.2 $4.0M 80k 49.94
Spdr Ser Tr Bloomberg High Y (JNK) 2.2 $4.0M 42k 94.27
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.0 $3.6M 86k 41.53
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 1.6 $3.0M 77k 38.65
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.4 $2.5M 49k 51.29
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.3 $2.4M 46k 52.49
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.3 $2.3M 44k 51.27
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $2.2M 24k 91.75
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.2 $2.1M 77k 27.24
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.0 $1.9M 58k 31.74
Spdr Ser Tr Bloomberg Emergi (EBND) 0.9 $1.6M 82k 19.88
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.9 $1.6M 55k 28.91
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.8 $1.5M 42k 36.31
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.5M 6.8k 215.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.2M 3.0k 406.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.2M 2.00 612241.00
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.2M 47k 25.87
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.6 $1.1M 27k 41.75
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.6 $1.1M 46k 23.86
Ishares Tr Intl Eqty Factor (INTF) 0.5 $937k 32k 29.23
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.5 $885k 18k 48.64
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.4 $805k 44k 18.48
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $724k 8.0k 91.09
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.4 $685k 7.2k 95.20
Vanguard Index Fds Growth Etf (VUG) 0.3 $522k 1.4k 374.11
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $340k 14k 23.91
Wal-Mart Stores (WMT) 0.2 $334k 4.9k 67.73