Landmark Financial Advisors, LLC - Q2 2017 holdings

$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%
22,0360.0%2.23%
-1.1%
CINF  Cincinnati Financial Corp.$975,000
+0.2%
13,4660.0%0.70%
-3.3%
VTI  Vanguard Total Stock Market ETFtotal stk mkt$558,000
+2.4%
4,4900.0%0.40%
-1.0%
ORCL  Oracle Corporation$471,000
+12.1%
9,4130.0%0.34%
+8.3%
VO  Vanguard Mid-Cap ETFmid cap etf$413,000
+2.2%
2,9000.0%0.30%
-1.3%
MRK  Merck & Co Inc$390,000
+0.8%
6,0930.0%0.28%
-2.8%
CZFC  Citizens First Corp$350,000
+15.5%
16,1740.0%0.25%
+11.6%
VBR  Vanguard Small Cap Value ETFsm cp val etf$294,000
-0.3%
2,4000.0%0.21%
-3.7%
CVX  Chevron Corp.$276,000
-2.8%
2,6450.0%0.20%
-6.2%
DD  E.I. Du Pont De Nemours & Co$242,000
+0.4%
3,0000.0%0.17%
-2.8%
PNFP  Pinnacle Financial Partners Inc.$222,000
-5.5%
3,5370.0%0.16%
-9.1%
INTC  Intel Corp$216,000
-6.9%
6,4250.0%0.16%
-10.4%
VTWV  Vanguard Russell 2000 Value ETFvng rus2000val$211,0000.0%2,0540.0%0.15%
-3.2%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2017-08-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Vanguard Total Bond Market ETF36Q3 202312.2%
US BANCORP DEL36Q3 202312.4%
Vanguard Tax Managed Intl Fd Ftse Dev Mkt ETF36Q3 202312.2%
Vanguard Intl Equity Index Fds Ftse Emr Mkt ETF36Q3 202310.8%
SPDR S&P 500 Index36Q3 20236.2%
Vanguard Small-Cap ETF36Q3 20235.4%
Vanguard World Fds Inf Tech ETF36Q3 20238.6%
Vanguard Intl Equity Index Fds Allwld Ex Us36Q3 202312.3%
Schwab Strategic TR Intl Eqty ETF36Q3 20232.2%
Ishares Tr Msci Eafe ETF36Q3 20237.7%

View Landmark Financial Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-10-13
13F-HR2023-07-18
13F-HR2023-04-13
13F-HR2023-01-23
13F-HR2022-11-10
13F-HR2022-08-03
13F-HR2022-05-16
13F-HR2022-01-26
13F-HR2021-11-12

View Landmark Financial Advisors, LLC's complete filings history.

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