$246 Million is the total value of Landmark Financial Advisors, LLC's 89 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,868,607 | +2.7% | 8,189 | 0.0% | 1.17% | +1.7% | |
| CINF | CINCINNATI FINL CORP | $1,796,417 | +5.1% | 17,562 | 0.0% | 0.73% | +4.0% | |
| MAA | MID-AMER APT CMNTYS INC | $970,664 | -15.3% | 7,545 | 0.0% | 0.40% | -16.0% | |
| ABBV | ABBVIE INC | $921,288 | +10.6% | 6,181 | 0.0% | 0.38% | +9.6% | |
| GABC | GERMAN AMERN BANCORP INC | $918,324 | -0.3% | 33,899 | 0.0% | 0.37% | -1.3% | |
| CWH | CAMPING WORLD HLDGS INCcl a | $596,972 | -32.2% | 29,249 | 0.0% | 0.24% | -32.7% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $590,910 | -3.6% | 3,705 | 0.0% | 0.24% | -4.8% | |
| ETN | EATON CORP PLC | $383,904 | +6.1% | 1,800 | 0.0% | 0.16% | +4.7% | |
| IWM | ISHARES TRrussell 2000 etf | $319,723 | -5.6% | 1,809 | 0.0% | 0.13% | -6.5% | |
| HCA | HCA HEALTHCARE INC | $283,369 | -18.9% | 1,152 | 0.0% | 0.12% | -20.1% | |
| PNFP | PINNACLE FINL PARTNERS INC | $275,333 | +18.3% | 4,107 | 0.0% | 0.11% | +16.7% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $215,212 | -0.5% | 2,863 | 0.0% | 0.09% | -2.2% | |
| UNH | UNITEDHEALTH GROUP INC | $212,768 | +4.9% | 422 | 0.0% | 0.09% | +3.6% | |
| PEP | PEPSICO INC | $210,444 | -8.5% | 1,242 | 0.0% | 0.09% | -8.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Bond Market ETF | 36 | Q3 2023 | 12.2% |
| US BANCORP DEL | 36 | Q3 2023 | 12.4% |
| Vanguard Tax Managed Intl Fd Ftse Dev Mkt ETF | 36 | Q3 2023 | 12.2% |
| Vanguard Intl Equity Index Fds Ftse Emr Mkt ETF | 36 | Q3 2023 | 10.8% |
| SPDR S&P 500 Index | 36 | Q3 2023 | 6.2% |
| Vanguard Small-Cap ETF | 36 | Q3 2023 | 5.4% |
| Vanguard World Fds Inf Tech ETF | 36 | Q3 2023 | 8.6% |
| Vanguard Intl Equity Index Fds Allwld Ex Us | 36 | Q3 2023 | 12.3% |
| Schwab Strategic TR Intl Eqty ETF | 36 | Q3 2023 | 2.2% |
| Ishares Tr Msci Eafe ETF | 36 | Q3 2023 | 7.7% |
View Landmark Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-12 |
View Landmark Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.