$186 Million is the total value of Landmark Financial Advisors, LLC's 66 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,518 | -100.0% | -0.10% | – |
PFE | Exit | PFIZER INC | $0 | – | -5,381 | -100.0% | -0.10% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -671 | -100.0% | -0.10% | – |
HCA | Exit | HCA HEALTHCARE INC | $0 | – | -1,037 | -100.0% | -0.10% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -3,803 | -100.0% | -0.10% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,606 | -100.0% | -0.11% | – |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -17,018 | -100.0% | -0.11% | – |
BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -3,683 | -100.0% | -0.14% | – |
SHOP | Exit | SHOPIFY INCcl a | $0 | – | -215 | -100.0% | -0.15% | – |
MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -8,024 | -100.0% | -0.65% | – |
GIL | Exit | GILDAN ACTIVEWEAR INC | $0 | – | -104,822 | -100.0% | -1.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
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.