$171 Thousand is the total value of Landmark Wealth Management, LLC's 37 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $42,000 | – | 96,294 | +100.0% | 24.56% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $15,000 | – | 152,287 | +100.0% | 8.77% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $13,000 | – | 368,848 | +100.0% | 7.60% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $9,000 | – | 165,006 | +100.0% | 5.26% | – |
| JCPB | New | J P MORGAN EXCHANGE-TRADED Fcore plus bd etf | $9,000 | – | 162,759 | +100.0% | 5.26% | – |
| HTRB | New | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $8,000 | – | 196,272 | +100.0% | 4.68% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $8,000 | – | 77,399 | +100.0% | 4.68% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $6,000 | – | 12,197 | +100.0% | 3.51% | – |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $5,000 | – | 93,297 | +100.0% | 2.92% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $4,000 | – | 12,787 | +100.0% | 2.34% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $4,000 | – | 33,953 | +100.0% | 2.34% | – |
| EFAD | New | PROSHARES TRmsci eafe divd | $4,000 | – | 86,841 | +100.0% | 2.34% | – |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $3,000 | – | 46,863 | +100.0% | 1.75% | – |
| WBND | New | LEGG MASON ETF INVT TRwestn aset ttl | $3,000 | – | 129,006 | +100.0% | 1.75% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,000 | – | 14,966 | +100.0% | 1.75% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $3,000 | – | 21,756 | +100.0% | 1.75% | – |
| SMDV | New | PROSHARES TRruss 2000 divd | $3,000 | – | 38,162 | +100.0% | 1.75% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $2,000 | – | 13,511 | +100.0% | 1.17% | – |
| AAPL | New | APPLE INC | $2,000 | – | 10,935 | +100.0% | 1.17% | – |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $2,000 | – | 72,943 | +100.0% | 1.17% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,000 | – | 33,139 | +100.0% | 1.17% | – |
| JMUB | New | J P MORGAN EXCHANGE-TRADED Fmunicipal etf | $2,000 | – | 27,399 | +100.0% | 1.17% | – |
| EMDV | New | PROSHARES TRmsci emrg mkts | $2,000 | – | 33,278 | +100.0% | 1.17% | – |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $2,000 | – | 32,264 | +100.0% | 1.17% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $2,000 | – | 28,784 | +100.0% | 1.17% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,000 | – | 31,602 | +100.0% | 1.17% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,000 | – | 35,968 | +100.0% | 1.17% | – |
| FSMB | New | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $1,000 | – | 30,315 | +100.0% | 0.58% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $1,000 | – | 20,183 | +100.0% | 0.58% | – |
| MBND | New | SSGA ACTIVE TRspdr nuveen mun | $1,000 | – | 21,637 | +100.0% | 0.58% | – |
| MMIT | New | INDEXIQ ACTIVE ETF TRiq mackay intrme | $1,000 | – | 34,295 | +100.0% | 0.58% | – |
| HMOP | New | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $1,000 | – | 15,593 | +100.0% | 0.58% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $1,000 | – | 12,307 | +100.0% | 0.58% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $1,000 | – | 18,007 | +100.0% | 0.58% | – |
| TAXF | New | AMERICAN CENTY ETF TRdiversified mu | $1,000 | – | 21,501 | +100.0% | 0.58% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,000 | – | 10,950 | +100.0% | 0.58% | – |
| T | New | AT&T INC | $0 | – | 10,383 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSHARES TR | 8 | Q3 2023 | 22.5% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 15.0% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 9.1% |
| FIRST TR EXCHNG TRADED FD VI | 8 | Q3 2023 | 8.6% |
| PIMCO ETF TR | 8 | Q3 2023 | 8.3% |
| PROSHARES TR | 8 | Q3 2023 | 3.6% |
| LEGG MASON ETF INVT TR | 8 | Q3 2023 | 4.6% |
| PROSHARES TR | 8 | Q3 2023 | 3.2% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 2.8% |
| PROSHARES TR | 8 | Q3 2023 | 2.4% |
View Landmark Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-21 |
| 13F-HR/A | 2022-04-28 |
| 13F-HR | 2022-04-26 |
View Landmark Wealth Management, 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.