| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T INC | $0 | – | -11,554 | -100.0% | -0.07% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -422 | -100.0% | -0.09% | – |
| EOG | Exit | EOG RES INC | $0 | – | -1,663 | -100.0% | -0.09% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,242 | -100.0% | -0.09% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -2,863 | -100.0% | -0.09% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,625 | -100.0% | -0.09% | – |
| PFE | Exit | PFIZER INC | $0 | – | -6,976 | -100.0% | -0.09% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -2,254 | -100.0% | -0.10% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -1,200 | -100.0% | -0.10% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -2,036 | -100.0% | -0.10% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -523 | -100.0% | -0.11% | – |
| PNFP | Exit | PINNACLE FINL PARTNERS INC | $0 | – | -4,107 | -100.0% | -0.11% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,973 | -100.0% | -0.11% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -4,013 | -100.0% | -0.11% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -3,149 | -100.0% | -0.11% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -1,152 | -100.0% | -0.12% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -4,838 | -100.0% | -0.12% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -12,093 | -100.0% | -0.12% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,008 | -100.0% | -0.12% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -7,224 | -100.0% | -0.13% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,809 | -100.0% | -0.13% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,933 | -100.0% | -0.14% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,643 | -100.0% | -0.14% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -897 | -100.0% | -0.14% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,327 | -100.0% | -0.15% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,800 | -100.0% | -0.16% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -8,088 | -100.0% | -0.16% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -22,362 | -100.0% | -0.16% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -14,479 | -100.0% | -0.16% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,955 | -100.0% | -0.18% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,454 | -100.0% | -0.18% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -10,654 | -100.0% | -0.18% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -8,873 | -100.0% | -0.19% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -2,835 | -100.0% | -0.19% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -3,162 | -100.0% | -0.20% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,210 | -100.0% | -0.21% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -3,762 | -100.0% | -0.22% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -7,281 | -100.0% | -0.22% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -5,712 | -100.0% | -0.22% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -8,454 | -100.0% | -0.24% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -3,705 | -100.0% | -0.24% | – |
| CWH | Exit | CAMPING WORLD HLDGS INCcl a | $0 | – | -29,249 | -100.0% | -0.24% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -14,677 | -100.0% | -0.26% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -12,761 | -100.0% | -0.28% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -6,700 | -100.0% | -0.28% | – |
| RYH | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $0 | – | -25,183 | -100.0% | -0.28% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -10,336 | -100.0% | -0.29% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -4,712 | -100.0% | -0.32% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -5,609 | -100.0% | -0.36% | – |
| GABC | Exit | GERMAN AMERN BANCORP INC | $0 | – | -33,899 | -100.0% | -0.37% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -6,181 | -100.0% | -0.38% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -7,545 | -100.0% | -0.40% | – |
| GIL | Exit | GILDAN ACTIVEWEAR INC | $0 | – | -37,461 | -100.0% | -0.43% | – |
| WMT | Exit | WALMART INC | $0 | – | -6,985 | -100.0% | -0.45% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -8,907 | -100.0% | -0.46% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -10,959 | -100.0% | -0.47% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -41,496 | -100.0% | -0.57% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -11,451 | -100.0% | -0.61% | – |
| VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -32,516 | -100.0% | -0.65% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -34,087 | -100.0% | -0.70% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -17,562 | -100.0% | -0.73% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -5,344 | -100.0% | -0.90% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -38,592 | -100.0% | -0.93% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -12,607 | -100.0% | -0.97% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -18,834 | -100.0% | -1.10% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -8,731 | -100.0% | -1.12% | – |
| DFAE | Exit | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $0 | – | -124,766 | -100.0% | -1.14% | – |
| HYGV | Exit | FLEXSHARES TRhig yld vl etf | $0 | – | -71,617 | -100.0% | -1.16% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -8,189 | -100.0% | -1.17% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -20,436 | -100.0% | -1.20% | – |
| QDF | Exit | FLEXSHARES TRqualt divd idx | $0 | – | -60,990 | -100.0% | -1.38% | – |
| Exit | DIMENSIONAL ETF TRUSTus high profitab | $0 | – | -148,872 | -100.0% | -1.56% | – | |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -71,941 | -100.0% | -1.68% | – |
| Exit | VANGUARD WELLINGTON FDshort trm tax ex | $0 | – | -47,786 | -100.0% | -1.92% | – | |
| AAPL | Exit | APPLE INC | $0 | – | -28,143 | -100.0% | -1.96% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -66,075 | -100.0% | -2.03% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -12,801 | -100.0% | -2.22% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -219,955 | -100.0% | -2.34% | – |
| Exit | DIMENSIONAL ETF TRUSTnatl mun bd etf | $0 | – | -184,196 | -100.0% | -3.48% | – | |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -223,602 | -100.0% | -3.56% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -267,147 | -100.0% | -3.59% | – |
| NFRA | Exit | FLEXSHARES TRstoxx globr inf | $0 | – | -205,953 | -100.0% | -4.06% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -152,896 | -100.0% | -4.34% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -237,669 | -100.0% | -4.41% | – |
| RAVI | Exit | FLEXSHARES TRflexshares ultra | $0 | – | -187,901 | -100.0% | -5.74% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -37,169 | -100.0% | -5.93% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -179,047 | -100.0% | -7.05% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -545,916 | -100.0% | -8.98% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -544,818 | -100.0% | -9.68% | – |
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.