$168 Million is the total value of Landmark Financial Advisors, LLC's 59 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USB | U.S. Bancorp | $14,327,000 | +5.6% | 271,296 | 0.0% | 8.52% | +1.2% | |
| EFA | iShares MSCI EAFE Indexmsci eafe etf | $1,604,000 | +1.5% | 23,600 | 0.0% | 0.95% | -2.7% | |
| CINF | Cincinnati Financial Corp. | $1,034,000 | +14.9% | 13,466 | 0.0% | 0.62% | +10.2% | |
| VO | Vanguard Mid-Cap ETFmid cap etf | $476,000 | +4.2% | 2,900 | 0.0% | 0.28% | 0.0% | |
| DWDP | DowDuPont Inc. | $287,000 | -2.4% | 4,471 | 0.0% | 0.17% | -6.0% | |
| C | Citigroup Inc | $288,000 | +7.1% | 4,021 | 0.0% | 0.17% | +2.4% | |
| MCD | McDonald's Corp. | $215,000 | +7.0% | 1,287 | 0.0% | 0.13% | +2.4% | |
| PNFP | Pinnacle Financial Partners Inc. | $212,000 | -1.9% | 3,537 | 0.0% | 0.13% | -6.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-07
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.