$148 Million is the total value of Landmark Financial Advisors, LLC's 52 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | JP Morgan Chase & Co. | $2,004,000 | +4.5% | 20,979 | 0.0% | 1.35% | -1.7% | |
| CINF | Cincinnati Financial Corp. | $1,031,000 | +5.7% | 13,466 | 0.0% | 0.70% | -0.6% | |
| ORCL | Oracle Corporation | $455,000 | -3.4% | 9,413 | 0.0% | 0.31% | -9.2% | |
| VO | Vanguard Mid-Cap ETFmid cap etf | $426,000 | +3.1% | 2,900 | 0.0% | 0.29% | -3.0% | |
| MRK | Merck & Co Inc | $390,000 | 0.0% | 6,093 | 0.0% | 0.26% | -6.1% | |
| CVX | Chevron Corp. | $311,000 | +12.7% | 2,645 | 0.0% | 0.21% | +6.1% | |
| VBR | Vanguard Small Cap Value ETFsm cp val etf | $307,000 | +4.4% | 2,400 | 0.0% | 0.21% | -1.9% | |
| INTC | Intel Corp | $245,000 | +13.4% | 6,425 | 0.0% | 0.17% | +7.1% | |
| PNFP | Pinnacle Financial Partners Inc. | $237,000 | +6.8% | 3,537 | 0.0% | 0.16% | +0.6% | |
| VTWV | Vanguard Russell 2000 Value ETFvng rus2000val | $221,000 | +4.7% | 2,054 | 0.0% | 0.15% | -2.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-03
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.