Landmark Wealth Management

Landmark Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Actively Managed Exc Total Return (GTO) 12.3 $25M 542k 46.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.9 $18M 31k 586.08
Etf Ser Solutions Distillate Us (DSTL) 6.1 $13M 229k 54.92
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 6.1 $13M 235k 53.44
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.1 $11M 360k 29.20
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.0 $10M 265k 38.37
Ishares Tr Us Sml Cap Eqt (SMLF) 4.6 $9.4M 139k 67.50
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.4 $9.0M 92k 98.47
Apple (AAPL) 4.4 $9.0M 36k 250.42
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.1 $8.5M 249k 34.13
Spdr Ser Tr Bloomberg High Y (JNK) 3.0 $6.2M 65k 95.47
Ssga Active Tr Spdr Ssga Fxd (FISR) 2.7 $5.6M 222k 25.36
Ishares Tr Core Intl Aggr (IAGG) 2.7 $5.6M 112k 49.92
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.4 $4.8M 82k 58.79
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.1 $4.4M 48k 91.43
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.0 $4.2M 146k 28.67
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.0 $4.1M 100k 40.67
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.8 $3.8M 84k 44.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $3.6M 6.7k 538.81
Ishares Tr Core Total Usd (IUSB) 1.5 $3.1M 68k 45.20
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 1.3 $2.7M 72k 38.04
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.3 $2.6M 47k 54.69
Spdr Gold Tr Gold Shs (GLD) 1.2 $2.5M 11k 242.12
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.2 $2.5M 77k 32.76
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.0 $2.1M 69k 30.98
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.0 $2.0M 38k 54.31
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.9 $1.9M 34k 54.23
Spdr Ser Tr Bloomberg Emergi (EBND) 0.9 $1.9M 95k 19.53
Spdr Ser Tr Bloomberg Enhncd (CERY) 0.8 $1.7M 67k 25.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.6M 3.6k 453.28
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.8 $1.5M 55k 28.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.4M 2.00 680920.00
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.6 $1.3M 32k 41.73
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.6 $1.3M 53k 23.78
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.6 $1.3M 32k 39.56
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.4 $909k 49k 18.49
Ishares Tr Intl Eqty Factor (INTF) 0.4 $901k 31k 28.72
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $883k 35k 25.37
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.4 $868k 18k 49.24
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $738k 3.9k 189.98
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.3 $686k 6.7k 102.46
Vanguard Index Fds Growth Etf (VUG) 0.3 $547k 1.3k 410.34
Wal-Mart Stores (WMT) 0.2 $345k 3.8k 90.35
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $257k 2.8k 90.42
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $245k 10k 23.93