$139 Million is the total value of Landmark Financial Advisors, LLC's 54 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | iShares Russell 2000 Index ETFrussell 2000 etf | $3,105,000 | +2.5% | 22,036 | 0.0% | 2.23% | -1.1% | |
| CINF | Cincinnati Financial Corp. | $975,000 | +0.2% | 13,466 | 0.0% | 0.70% | -3.3% | |
| VTI | Vanguard Total Stock Market ETFtotal stk mkt | $558,000 | +2.4% | 4,490 | 0.0% | 0.40% | -1.0% | |
| ORCL | Oracle Corporation | $471,000 | +12.1% | 9,413 | 0.0% | 0.34% | +8.3% | |
| VO | Vanguard Mid-Cap ETFmid cap etf | $413,000 | +2.2% | 2,900 | 0.0% | 0.30% | -1.3% | |
| MRK | Merck & Co Inc | $390,000 | +0.8% | 6,093 | 0.0% | 0.28% | -2.8% | |
| CZFC | Citizens First Corp | $350,000 | +15.5% | 16,174 | 0.0% | 0.25% | +11.6% | |
| VBR | Vanguard Small Cap Value ETFsm cp val etf | $294,000 | -0.3% | 2,400 | 0.0% | 0.21% | -3.7% | |
| CVX | Chevron Corp. | $276,000 | -2.8% | 2,645 | 0.0% | 0.20% | -6.2% | |
| DD | E.I. Du Pont De Nemours & Co | $242,000 | +0.4% | 3,000 | 0.0% | 0.17% | -2.8% | |
| PNFP | Pinnacle Financial Partners Inc. | $222,000 | -5.5% | 3,537 | 0.0% | 0.16% | -9.1% | |
| INTC | Intel Corp | $216,000 | -6.9% | 6,425 | 0.0% | 0.16% | -10.4% | |
| VTWV | Vanguard Russell 2000 Value ETFvng rus2000val | $211,000 | 0.0% | 2,054 | 0.0% | 0.15% | -3.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-11
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.