Landmark Wealth Management »

Ishares Tr msci usa smlcp shares owned by Landmark Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Landmark Wealth Management from 13F filings

Historical chart of Landmark Wealth Management investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Landmark Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usa smlcp by Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $900k 12k 74.35
2025-06-30 $823k 12k 67.95
2025-03-31 $1.6M 26k 62.16
2024-12-31 $9.4M 139k 67.50
2024-09-30 $9.8M 148k 66.35
2024-06-30 $8.4M 137k 61.21

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Bloomberg Enhncd (CERY)
Spdr Series Trust Bloomberg High Y (JNK)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Landmark Wealth Management

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Financial Management Professionals
Cetera Investment Advisers
HighTower Advisors
BlackRock
Ullmann Financial
Bsc Private Wealth Management
Cornerstone Planning Group
Charles Schwab Investment Management

View all funds holding Ishares Tr msci usa smlcp