$228 Million is the total value of Landmark Financial Advisors, LLC's 87 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NVDA | New | NVIDIA CORPORATION | $400,822 | – | 1,443 | +100.0% | 0.18% | – |
MA | New | MASTERCARD INCORPORATEDcl a | $266,016 | – | 732 | +100.0% | 0.12% | – |
CRM | New | SALESFORCE INC | $222,155 | – | 1,112 | +100.0% | 0.10% | – |
FB | New | META PLATFORMS INCcl a | $215,543 | – | 1,017 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-13
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.