Landmark Wealth Management

Landmark Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 42 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Actively Managed Exc Total Return (GTO) 14.1 $28M 585k 48.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.5 $19M 33k 573.76
Etf Ser Solutions Distillate Us (DSTL) 6.9 $14M 245k 56.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.2 $12M 390k 31.78
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 6.0 $12M 233k 51.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.3 $11M 259k 41.28
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 5.0 $10M 98k 102.57
Ishares Tr Us Sml Cap Eqt (SMLF) 4.9 $9.8M 148k 66.35
Ssga Active Tr Spdr Ssga Fxd (FISR) 4.4 $8.8M 331k 26.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $6.9M 183k 37.56
Apple (AAPL) 3.4 $6.8M 29k 233.41
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.9 $5.8M 90k 64.60
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.4 $4.8M 109k 44.67
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.3 $4.7M 159k 29.41
Ishares Tr Core Intl Aggr (IAGG) 2.1 $4.3M 83k 51.82
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.8 $3.7M 80k 45.51
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.7 $3.5M 38k 91.81
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 1.6 $3.2M 80k 40.62
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.3 $2.6M 48k 54.68
Spdr Gold Tr Gold Shs (GLD) 1.2 $2.5M 10k 243.00
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.2 $2.3M 42k 55.70
Spdr Ser Tr Bloomberg High Y (JNK) 1.1 $2.2M 22k 97.80
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.0 $2.1M 62k 34.13
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.0 $2.0M 38k 52.99
Spdr Ser Tr Bloomberg Emergi (EBND) 0.9 $1.8M 83k 21.27
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.9 $1.7M 60k 28.74
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $1.4M 55k 26.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.4M 3.0k 460.26
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.7 $1.4M 35k 39.55
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.4M 2.00 691180.00
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.6 $1.2M 29k 41.76
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.6 $1.2M 47k 25.11
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $1.1M 39k 27.41
Ishares Tr Intl Eqty Factor (INTF) 0.5 $986k 31k 31.43
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.4 $874k 18k 49.54
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.4 $829k 44k 18.95
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $767k 26k 29.09
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.4 $735k 7.0k 105.03
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $599k 6.3k 94.61
Vanguard Index Fds Growth Etf (VUG) 0.3 $536k 1.4k 383.83
Wal-Mart Stores (WMT) 0.2 $308k 3.8k 80.75
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $272k 12k 23.69