$172 Million is the total value of Landmark Financial Advisors, LLC's 65 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $577,000 | – | 4,454 | +100.0% | 0.34% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $376,000 | – | 1,644 | +100.0% | 0.22% | – |
| TEL | New | TE CONNECTIVITY LTD | $324,000 | – | 3,226 | +100.0% | 0.19% | – |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $310,000 | – | 18,400 | +100.0% | 0.18% | – |
| MCD | New | MCDONALDS CORP | $236,000 | – | 1,104 | +100.0% | 0.14% | – |
| ETN | New | EATON CORP PLC | $235,000 | – | 2,405 | +100.0% | 0.14% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $212,000 | – | 1,017 | +100.0% | 0.12% | – |
| PEP | New | PEPSICO INC | $204,000 | – | 1,420 | +100.0% | 0.12% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $205,000 | – | 920 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
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.