Landmark Financial Advisors, LLC holdings history

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146 is the total number of securities Landmark Financial Advisors, LLC has owned. The longest Landmark Financial Advisors, LLC has owned a single stock is 36 quarters.

Landmark Financial Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BND Vanguard Total Bond Ma...36363.71%8.54%12.22%Q4 2014Q3 202336
USB US BANCORP DEL36363.59%8.49%12.38%Q4 2014Q3 202336
VEA Vanguard Tax Managed I...36361.30%6.56%12.17%Q4 2014Q3 202336
VWO Vanguard Intl Equity I...36361.27%6.08%10.76%Q4 2014Q3 202336
SPY SPDR S&P 500 Index36362.22%4.03%6.17%Q4 2014Q3 202336
VB Vanguard Small-Cap ETF36360.97%3.10%5.35%Q4 2014Q3 202336
VGT Vanguard World Fds Inf...36360.89%2.85%8.64%Q4 2014Q3 202336
VEU Vanguard Intl Equity I...36360.19%2.18%12.32%Q4 2014Q3 202336
SCHF Schwab Strategic TR In...36360.57%1.59%2.22%Q4 2014Q3 202336
EFA Ishares Tr Msci Eafe ETF36360.29%1.45%7.69%Q4 2014Q3 202336
JPM JPMORGAN CHASE & CO36361.09%1.38%1.62%Q4 2014Q3 202336
AAPL APPLE INC36360.73%1.36%2.57%Q4 2014Q3 202336
IWM Ishares Tr Russell 200...36360.13%1.27%4.16%Q4 2014Q3 202336
SCHZ Schwab U.S. Aggregate ...36360.26%1.15%2.50%Q4 2014Q3 202336
VCSH Vanguard Short Term Co...36360.22%1.06%4.11%Q4 2014Q3 202336
SCHE Schwab Strategic TR Em...36360.12%0.93%1.44%Q4 2014Q3 202336
CINF CINCINNATI FINL CORP36360.56%0.78%1.15%Q4 2014Q3 202336
MSFT MICROSOFT CORP36360.44%0.76%1.24%Q4 2014Q3 202336
SCHA Schwab U.S. Small Cap ETF36360.18%0.64%1.39%Q4 2014Q3 202336
VTI Vanguard Total Stock M...36360.14%0.58%1.20%Q4 2014Q3 202336
WMT Wal-Mart Stores Inc36360.35%0.53%1.11%Q4 2014Q3 202336
ABBV ABBVIE INC36360.28%0.37%0.52%Q4 2014Q3 202336
ORCL Oracle Corporation36360.26%0.36%0.56%Q4 2014Q3 202336
CSCO Cisco Systems Inc.36360.25%0.33%0.42%Q4 2014Q3 202336
MRK MERCK & CO. INC36360.20%0.30%0.42%Q4 2014Q3 202336
JNJ JOHNSON & JOHNSON36360.15%0.28%0.64%Q4 2014Q3 202336
BAC BK OF AMERICA CORP36360.16%0.24%0.33%Q4 2014Q3 202336
ABT ABBOTT LABS2780.15%0.24%0.31%Q4 2014Q3 202335
VOO Vanguard S&P 500 ETF34340.81%5.03%7.14%Q2 2015Q3 202334
VBR Vanguard Small Cap Val...3130.20%0.31%0.46%Q1 2015Q3 202334
GUNR FlexShares Upstream Na...33332.55%10.36%15.53%Q3 2015Q3 202333
CVX CHEVRON CORP NEW3030.16%0.50%3.23%Q4 2014Q3 202333
VNQ Vanguard REIT Index ETF32320.61%2.43%4.97%Q4 2015Q3 202332
SCHX Schwab U.S. Large-Cap ETF32320.29%1.20%1.92%Q4 2015Q3 202332
SCHH Schwab U.S. REIT ETF32320.16%0.68%1.87%Q4 2015Q3 202332
VCIT Vanguard Scottsdale Fd...31310.10%1.13%3.90%Q4 2014Q2 202231
INTC INTEL CORP2920.14%0.21%0.26%Q4 2014Q4 202231
MMM 3M Company30300.18%0.26%0.32%Q4 2014Q1 202230
VO Vanguard Mid-Cap ETF28280.20%0.28%0.36%Q4 2014Q3 202128
BRKB BERKSHIRE HATHAWAY INC...1510.12%0.80%1.57%Q4 2014Q3 202327
VXUS Vanguard Total Interna...27270.15%0.73%4.66%Q2 2015Q4 202127
GE General Motors Co.27270.07%0.37%1.42%Q4 2014Q2 202127
XOM General Electric Company2240.12%0.33%0.67%Q4 2014Q3 202326
C CITIGROUP INC2110.09%0.22%0.44%Q4 2014Q4 202226
VGSH Vanguard Short-Term Tr...23231.68%4.58%9.21%Q1 2018Q3 202323
SCHO SCHWAB STRATEGIC TR23230.16%0.70%1.56%Q1 2018Q3 202323
PNFP PINNACLE FINL PARTNERS...1230.10%0.15%0.20%Q4 2016Q3 202323
UPS UNITED PARCEL SERVICE INC1810.20%0.29%0.39%Q2 2017Q3 202319
CZFC Citizens First Corp19190.18%0.24%0.43%Q4 2014Q2 201919
STIP ISHARES TR17170.21%4.99%7.05%Q3 2019Q3 202317
NFRA FLEXSHARES TR17171.12%4.96%5.75%Q3 2019Q3 202317
GOOGL Alphabet Inc. Class A17170.12%0.42%0.61%Q3 2019Q3 202317
GABC GERMAN AMERN BANCORP INC17170.15%0.30%0.65%Q3 2019Q3 202317
RYH PowerShares S&P 500 Eq...1610.22%0.25%0.31%Q3 2018Q3 202317
T AT&T INC1320.07%0.18%0.27%Q4 2014Q3 202317
PG PROCTER & GAMBLE CO810.10%0.14%0.24%Q4 2014Q3 202317
VXF VANGUARD INDEX FDS16160.34%1.58%2.37%Q4 2019Q3 202316
CWH CAMPING WORLD HLDGS INC16160.14%0.40%0.60%Q4 2019Q3 202316
IBM INTERNATIONAL BUSINESS...1210.13%0.17%0.24%Q4 2014Q3 202316
TEL TE CONNECTIVITY LTD16160.10%0.17%0.21%Q4 2019Q3 202316
AMZN AMAZON COM INC15150.24%0.34%0.47%Q1 2020Q3 202315
AMT AMERICAN TOWER CORP NEW15150.14%0.24%0.32%Q1 2020Q3 202315
RAVI FLEXSHARES TR14141.61%3.34%5.74%Q2 2020Q3 202314
SCHP Schwab U.S. TIPS ETF1040.16%0.67%1.25%Q4 2015Q1 202014
WPC WP CAREY INC14140.23%0.32%0.38%Q1 2020Q2 202314
VGLT Vanguard Long-Term Gov...13130.35%8.09%12.19%Q4 2015Q4 201813
ETN EATON CORP PLC1210.11%0.13%0.16%Q4 2019Q3 202313
SPTL SPDR Portfolio Long Te...12120.33%2.24%3.31%Q1 2016Q4 201812
CAT CATERPILLAR INC12120.14%0.17%0.22%Q4 2020Q3 202312
CVS CVS HEALTH CORP12120.11%0.15%0.19%Q4 2020Q3 202312
BFA BROWN FORMAN CORP10100.18%0.21%0.24%Q3 2018Q4 202010
VTWV Vanguard Russell 2000 ...640.14%0.18%0.22%Q4 2014Q4 201710
PFE PFIZER INC810.09%0.14%0.18%Q4 2020Q3 202310
VTV Vanguard Value ETF710.10%0.13%0.15%Q2 2019Q1 202210
VZ VERIZON COMMUNICATIONS...10100.08%0.13%0.16%Q1 2021Q2 202310
GIL GILDAN ACTIVEWEAR INC810.22%0.58%1.85%Q2 2021Q3 20239
MAA MID-AMER APT CMNTYS INC810.40%0.57%0.73%Q2 2021Q3 20239
DD Exxon Mobil Corporation540.17%0.24%0.42%Q4 2014Q2 20179
HD HOME DEPOT INC810.10%0.18%0.21%Q2 2021Q3 20239
HCA HCA HEALTHCARE INC510.10%0.14%0.18%Q1 2020Q3 20239
BSV VANGUARD BD INDEX FDS810.09%0.12%0.14%Q2 2021Q3 20239
PEP PEPSICO INC810.09%0.11%0.14%Q4 2019Q3 20239
DFAT DIMENSIONAL ETF TRUST880.57%3.40%4.41%Q4 2021Q3 20238
VUSB VANGUARD BD INDEX FDS880.38%1.62%5.01%Q4 2021Q3 20238
VWOB VANGUARD WHITEHALL FDS880.48%0.87%0.96%Q4 2021Q3 20238
RYT PowerShares S&P 500 Eq...880.18%0.25%0.42%Q2 2018Q1 20208
MDLZ MONDELEZ INTL INC880.20%0.23%0.25%Q4 2021Q3 20238
CMCSA COMCAST CORP NEW410.10%0.12%0.13%Q2 2021Q3 20238
RT Ruby Tuesday Inc530.05%0.10%0.14%Q4 2014Q4 20168
CASLQ Castle A M & CO880.01%0.04%0.08%Q4 2014Q3 20168
GM General Mtrs Co520.35%1.14%1.45%Q4 2014Q4 20167
DIMENSIONAL ETF TRUST770.32%1.08%1.56%Q1 2022Q3 20237
QDF FLEXSHARES TR770.21%0.90%1.38%Q1 2022Q3 20237
MCD MCDONALDS CORP510.12%0.14%0.16%Q4 2017Q4 20197
KO COCA COLA CO770.10%0.12%0.13%Q1 2022Q3 20237
RTX RAYTHEON TECHNOLOGIES ...770.08%0.11%0.13%Q4 2021Q2 20237
UNH UNITEDHEALTH GROUP INC770.08%0.10%0.12%Q1 2022Q3 20237
DFAI DIMENSIONAL ETF TRUST660.33%1.58%2.34%Q2 2022Q3 20236
RYT Guggenheim S&P 500 Tec...660.19%0.20%0.22%Q4 2016Q1 20186
DWDP DowDuPont Inc.660.16%0.17%0.18%Q4 2017Q1 20196
HYGV FLEXSHARES TR550.74%0.96%1.16%Q3 2022Q3 20235
VSS Vanguard All World Sma...550.18%0.20%0.23%Q3 2018Q3 20195
CTSH COGNIZANT TECHNOLOGY S...550.10%0.14%0.17%Q4 2021Q4 20225
AMGN AMGEN INC550.09%0.10%0.11%Q1 2022Q1 20235
DIMENSIONAL ETF TRUST441.26%1.97%3.48%Q4 2022Q3 20234
DFAE DIMENSIONAL ETF TRUST440.11%0.82%1.14%Q4 2022Q3 20234
GOOG Intel Corp440.22%0.24%0.26%Q4 2014Q3 20154
RYH Guggenheim S&P 500 Hea...440.17%0.19%0.20%Q2 2017Q1 20184
FB META PLATFORMS INC310.10%0.12%0.14%Q4 2017Q3 20234
TSLA TESLA INC440.10%0.11%0.14%Q4 2020Q3 20214
TJX TJX COS INC NEW440.10%0.11%0.11%Q4 2022Q3 20234
TAPA Molson Coors Brewing Co.330.27%0.29%0.30%Q4 2014Q2 20153
BRKA Berkshire Hathaway Cla...330.21%0.22%0.24%Q4 2014Q2 20153
NVDA NVIDIA CORPORATION330.18%0.20%0.22%Q1 2023Q3 20233
MA MASTERCARD INCORPORATED330.12%0.13%0.14%Q1 2023Q3 20233
SLB SCHLUMBERGER LTD210.09%0.10%0.12%Q4 2022Q3 20233
CRM SALESFORCE INC330.10%0.10%0.10%Q1 2023Q3 20233
SYN SYNTHETIC BIOLOGICS INC330.00%0.00%0.00%Q4 2021Q2 20223
EEM Ishares Tr Msci Emg Mk...223.22%3.25%3.28%Q4 2014Q1 20152
BNDX Vanguard Charlotte Fds...222.07%2.09%2.11%Q4 2014Q1 20152
VANGUARD WELLINGTON FD221.78%1.85%1.92%Q2 2023Q3 20232
ACWX Ishares Msci Acwi US ETF221.13%1.25%1.37%Q4 2014Q1 20152
SCHB Schwab US Broad Market...220.27%0.30%0.33%Q2 2015Q3 20152
SHOP SHOPIFY INC110.14%0.14%0.15%Q2 2021Q4 20212
IJH ISHARES TR110.12%0.13%0.14%Q3 2018Q4 20192
TFC TRUIST FINL CORP110.11%0.11%0.11%Q1 2021Q3 20212
ADBE ADOBE SYSTEMS INCORPOR...220.09%0.10%0.11%Q2 2023Q3 20232
EL LAUDER ESTEE COS INC220.10%0.10%0.10%Q4 2022Q1 20232
EMR EMERSON ELEC CO220.09%0.10%0.10%Q4 2021Q1 20222
SPAB SPDRA Portfolio Aggreg...110.28%0.28%0.28%Q3 2018Q3 20181
MDT Medtronic Inc110.26%0.26%0.26%Q4 2014Q4 20141
WFC Wells Fargo & Co110.22%0.22%0.22%Q1 2015Q1 20151
CXW CORECIVIC INC110.17%0.17%0.17%Q1 2020Q1 20201
SCHC Schwab International S...110.14%0.14%0.14%Q2 2019Q2 20191
FREDQ Fred's110.13%0.13%0.13%Q3 2015Q3 20151
LHX L3HARRIS TECHNOLOGIES INC110.12%0.12%0.12%Q4 2019Q4 20191
ALGN ALIGN TECHNOLOGY INC110.12%0.12%0.12%Q4 2021Q4 20211
LMT LOCKHEED MARTIN CORP110.10%0.10%0.10%Q1 2022Q1 20221
SBUX STARBUCKS CORP110.10%0.10%0.10%Q4 2021Q4 20211
BX BLACKSTONE INC110.10%0.10%0.10%Q3 2023Q3 20231
GENERAL ELECTRIC CO110.10%0.10%0.10%Q4 2021Q4 20211
NFLX NETFLIX INC110.09%0.09%0.09%Q4 2021Q4 20211
CBRE CBRE GROUP INC110.09%0.09%0.09%Q4 2021Q4 20211
GOOG ALPHABET INC110.09%0.09%0.09%Q3 2023Q3 20231
EOG EOG RES INC110.09%0.09%0.09%Q3 2023Q3 20231
APPH APPHARVEST INC110.00%0.00%0.00%Q2 2023Q2 20231
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The securities at the top of the list , including Vanguard Total Bond Market ETF, US BANCORP DEL, and Vanguard Tax Managed Intl Fd Ftse Dev Mkt ETF, are the highest-conviction holdings of Landmark Financial Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Landmark Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Landmark Financial Advisors, LLC owns currently or has owned in the past.