$78.2 Million is the total value of Landmark Wealth Management, LLC's 38 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 81.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $13,032,000 | -93.5% | 152,675 | -58.2% | 16.66% | +148.8% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $10,469,000 | -97.7% | 362,990 | -58.1% | 13.38% | -10.9% |
| JCPB | Sell | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $7,124,000 | -96.1% | 148,289 | -57.8% | 9.10% | +47.1% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $6,696,000 | -96.2% | 144,399 | -57.2% | 8.56% | +44.3% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $6,460,000 | -92.4% | 67,825 | -56.1% | 8.26% | +189.7% |
| HTRB | Sell | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $5,937,000 | -97.1% | 173,605 | -56.6% | 7.59% | +9.2% |
| EFAD | Sell | PROSHARES TRmsci eafe divd | $2,786,000 | -97.2% | 80,576 | -57.2% | 3.56% | +8.5% |
| WBND | Sell | LEGG MASON ETF INVTwestn aset ttl | $2,569,000 | -98.1% | 122,111 | -54.8% | 3.28% | -29.2% |
| REGL | Sell | PROSHARES TRs&p mdcp 400 div | $2,508,000 | -94.9% | 37,177 | -59.7% | 3.20% | +93.3% |
| SMDV | Sell | PROSHARES TRruss 2000 divd | $1,854,000 | -95.3% | 31,545 | -57.8% | 2.37% | +77.7% |
| Sell | DIMENSIONAL ETF TRUSTnatl mun bd etf | $1,697,000 | -96.3% | 35,309 | -59.6% | 2.17% | +41.1% | |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,389,000 | -84.1% | 26,979 | +62.4% | 1.78% | +505.8% |
| EMDV | Sell | PROSHARES TRmsci emrg mkts | $1,387,000 | -96.0% | 28,063 | -56.9% | 1.77% | +54.4% |
| JMUB | Sell | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $1,328,000 | -96.2% | 26,606 | -59.7% | 1.70% | +45.9% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $1,295,000 | -98.1% | 50,295 | -61.4% | 1.66% | -26.2% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,284,000 | -96.0% | 25,375 | -58.6% | 1.64% | +51.8% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $1,131,000 | -96.1% | 21,722 | -60.2% | 1.44% | +48.8% |
| MMIT | Sell | INDEXIQ ACTIVE ETF TRiq mackay intrme | $1,094,000 | -98.1% | 45,095 | -59.7% | 1.40% | -27.3% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $853,000 | -96.0% | 19,246 | -52.6% | 1.09% | +52.0% |
| HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $816,000 | -97.4% | 21,589 | -63.8% | 1.04% | +0.6% |
| FLMB | Sell | FRANKLIN TEMPLETON ETF TRmunicipal grn bd | $731,000 | -98.1% | 30,985 | -59.3% | 0.93% | -28.6% |
| FLMI | Sell | FRANKLIN TEMPLETON ETF TRfranklin dyn mun | $727,000 | -96.5% | 30,702 | -24.3% | 0.93% | +33.5% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $497,000 | – | 6,520 | +100.0% | 0.64% | – |
| ORCL | Sell | ORACLE CORP | $490,000 | -93.6% | 7,007 | -50.2% | 0.63% | +145.5% |
| MMIN | Sell | INDEXIQ ACTIVE ETF TRiq mackay insred | $421,000 | -98.5% | 17,344 | -67.3% | 0.54% | -40.9% |
| Sell | PIMCO ETF TR | $415,000 | -98.1% | 9,402 | -77.4% | 0.53% | -27.2% | |
| Buy | CAPITAL GROUP CORE PLUS INCO | $399,000 | -73.2% | 17,137 | +1051.7% | 0.51% | +920.0% | |
| Buy | T ROWE PRICE ETF INCtotal return etf | $386,000 | -60.7% | 8,957 | +813.0% | 0.49% | +1393.9% | |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $285,000 | -96.9% | 9,868 | -43.7% | 0.36% | +19.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $279,000 | -93.5% | 4,743 | -40.7% | 0.36% | +149.7% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $276,000 | -95.8% | 6,960 | -45.0% | 0.35% | +59.0% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $272,000 | -92.0% | 1,581 | -72.0% | 0.35% | +205.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $262,000 | -80.6% | 694 | -62.7% | 0.34% | +644.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $251,000 | -95.7% | 4,947 | -55.0% | 0.32% | +66.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $222,000 | -28.8% | 102 | -8.9% | 0.28% | +2740.0% |
| XOM | Sell | EXXON MOBIL CORP | $216,000 | -93.2% | 2,518 | -57.3% | 0.28% | +157.9% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $209,000 | -96.6% | 6,001 | -49.2% | 0.27% | +29.6% |
| T | Sell | AT&T INC | $202,000 | -98.0% | 9,638 | -50.3% | 0.26% | -22.3% |
| GM | Exit | GENERAL MTRS CO | $0 | – | -200 | -100.0% | -0.01% | – |
| CERN | Exit | CERNER CORP | $0 | – | -200 | -100.0% | -0.01% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -206 | -100.0% | -0.01% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -213 | -100.0% | -0.01% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -218 | -100.0% | -0.01% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -200 | -100.0% | -0.01% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -200 | -100.0% | -0.01% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -200 | -100.0% | -0.01% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -214 | -100.0% | -0.01% | – |
| DLX | Exit | DELUXE CORP | $0 | – | -200 | -100.0% | -0.01% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -224 | -100.0% | -0.01% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -238 | -100.0% | -0.01% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -252 | -100.0% | -0.01% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -234 | -100.0% | -0.01% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -250 | -100.0% | -0.01% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -242 | -100.0% | -0.01% | – |
| MMM | Exit | 3M CO | $0 | – | -250 | -100.0% | -0.01% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -252 | -100.0% | -0.01% | – |
| TGT | Exit | TARGET CORP | $0 | – | -250 | -100.0% | -0.01% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -238 | -100.0% | -0.01% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -242 | -100.0% | -0.01% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -250 | -100.0% | -0.01% | – |
| NYF | Exit | ISHARES TRnew york mun etf | $0 | – | -276 | -100.0% | -0.01% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -254 | -100.0% | -0.01% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -257 | -100.0% | -0.01% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -258 | -100.0% | -0.01% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -261 | -100.0% | -0.01% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -280 | -100.0% | -0.01% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -263 | -100.0% | -0.01% | – |
| Exit | ALPHA ARCHITECT ETF TRviridi cleaner | $0 | – | -257 | -100.0% | -0.01% | – | |
| BX | Exit | BLACKSTONE INC | $0 | – | -268 | -100.0% | -0.01% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -271 | -100.0% | -0.01% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -275 | -100.0% | -0.01% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -266 | -100.0% | -0.01% | – |
| EXC | Exit | EXELON CORP | $0 | – | -256 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -300 | -100.0% | -0.01% | – |
| INTC | Exit | INTEL CORP | $0 | – | -307 | -100.0% | -0.01% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -300 | -100.0% | -0.01% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -291 | -100.0% | -0.01% | – |
| ATOM | Exit | ATOMERA INC | $0 | – | -293 | -100.0% | -0.01% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -307 | -100.0% | -0.01% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -319 | -100.0% | -0.01% | – |
| V | Exit | VISA INC | $0 | – | -324 | -100.0% | -0.01% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -324 | -100.0% | -0.01% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -325 | -100.0% | -0.01% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -343 | -100.0% | -0.01% | – |
| JMST | Exit | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $0 | – | -328 | -100.0% | -0.01% | – |
| BITQ | Exit | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $0 | – | -356 | -100.0% | -0.01% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -381 | -100.0% | -0.01% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -381 | -100.0% | -0.01% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -376 | -100.0% | -0.01% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -400 | -100.0% | -0.01% | – |
| VFC | Exit | V F CORP | $0 | – | -400 | -100.0% | -0.01% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -407 | -100.0% | -0.01% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -415 | -100.0% | -0.01% | – |
| Exit | PGIM ETF TRtotal return bon | $0 | – | -404 | -100.0% | -0.01% | – | |
| ABT | Exit | ABBOTT LABS | $0 | – | -420 | -100.0% | -0.01% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -415 | -100.0% | -0.01% | – |
| DOW | Exit | DOW INC | $0 | – | -407 | -100.0% | -0.01% | – |
| FMHI | Exit | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $0 | – | -432 | -100.0% | -0.01% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -429 | -100.0% | -0.01% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -140 | -100.0% | -0.02% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -450 | -100.0% | -0.02% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -450 | -100.0% | -0.02% | – |
| BA | Exit | BOEING CO | $0 | – | -480 | -100.0% | -0.02% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -466 | -100.0% | -0.02% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -463 | -100.0% | -0.02% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -476 | -100.0% | -0.02% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -497 | -100.0% | -0.02% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -500 | -100.0% | -0.02% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -500 | -100.0% | -0.02% | – |
| DCOM | Exit | DIME CMNTY BANCSHARES INC | $0 | – | -531 | -100.0% | -0.02% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -565 | -100.0% | -0.02% | – |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -564 | -100.0% | -0.02% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -597 | -100.0% | -0.02% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -599 | -100.0% | -0.02% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -610 | -100.0% | -0.02% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -599 | -100.0% | -0.02% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -596 | -100.0% | -0.02% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -612 | -100.0% | -0.02% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -621 | -100.0% | -0.02% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -642 | -100.0% | -0.02% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -694 | -100.0% | -0.02% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,068 | -100.0% | -0.02% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,120 | -100.0% | -0.03% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,248 | -100.0% | -0.03% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -826 | -100.0% | -0.03% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -873 | -100.0% | -0.03% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -862 | -100.0% | -0.03% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -883 | -100.0% | -0.03% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -950 | -100.0% | -0.03% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -989 | -100.0% | -0.03% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -1,071 | -100.0% | -0.04% | – |
| XHS | Exit | SPDR SER TRhlth care svcs | $0 | – | -1,079 | -100.0% | -0.04% | – |
| GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -1,107 | -100.0% | -0.04% | – |
| KO | Exit | COCA COLA CO | $0 | – | -1,108 | -100.0% | -0.04% | – |
| CSX | Exit | CSX CORP | $0 | – | -1,116 | -100.0% | -0.04% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -1,164 | -100.0% | -0.04% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -1,203 | -100.0% | -0.04% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,996 | -100.0% | -0.04% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -1,200 | -100.0% | -0.04% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -1,228 | -100.0% | -0.04% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -1,224 | -100.0% | -0.04% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -1,253 | -100.0% | -0.04% | – |
| NANR | Exit | SPDR INDEX SHS FDSs&p north amer | $0 | – | -1,273 | -100.0% | -0.04% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -1,385 | -100.0% | -0.05% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -1,392 | -100.0% | -0.05% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -1,561 | -100.0% | -0.05% | – |
| OUSA | Exit | OSI ETF TRoshares us qualt | $0 | – | -1,583 | -100.0% | -0.05% | – |
| PFE | Exit | PFIZER INC | $0 | – | -1,777 | -100.0% | -0.06% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -2,942 | -100.0% | -0.06% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -1,910 | -100.0% | -0.06% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,472 | -100.0% | -0.07% | – |
| VLY | Exit | VALLEY NATL BANCORP | $0 | – | -2,002 | -100.0% | -0.07% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -2,058 | -100.0% | -0.07% | – |
| IGE | Exit | ISHARES TRnorth amern nat | $0 | – | -2,162 | -100.0% | -0.07% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -2,282 | -100.0% | -0.08% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -4,716 | -100.0% | -0.09% | – |
| CIM | Exit | CHIMERA INVT CORP | $0 | – | -2,658 | -100.0% | -0.09% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -5,444 | -100.0% | -0.10% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -5,646 | -100.0% | -0.10% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -3,175 | -100.0% | -0.11% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -3,196 | -100.0% | -0.11% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -7,920 | -100.0% | -0.14% | – |
| EDIV | Exit | SPDR INDEX SHS FDSs&p em mkt div | $0 | – | -4,276 | -100.0% | -0.14% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -7,992 | -100.0% | -0.15% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -8,956 | -100.0% | -0.16% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -7,396 | -100.0% | -0.16% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -9,258 | -100.0% | -0.17% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -10,562 | -100.0% | -0.19% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -9,574 | -100.0% | -0.19% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -11,826 | -100.0% | -0.21% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -12,692 | -100.0% | -0.23% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -14,948 | -100.0% | -0.27% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -13,320 | -100.0% | -0.28% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -13,754 | -100.0% | -0.29% | – |
| SMMU | Exit | PIMCO ETF TRshtrm mun bd act | $0 | – | -24,646 | -100.0% | -0.43% | – |
| AAPL | Exit | APPLE INC | $0 | – | -22,646 | -100.0% | -0.45% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -20,586 | -100.0% | -0.47% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -26,580 | -100.0% | -0.52% | – |
| INMU | Exit | BLACKROCK ETF TRUST IIintermedia muni | $0 | – | -31,392 | -100.0% | -0.54% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -25,624 | -100.0% | -0.54% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -28,738 | -100.0% | -0.56% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -26,164 | -100.0% | -0.64% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -45,518 | -100.0% | -0.86% | – |
| FSMB | Exit | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $0 | – | -60,796 | -100.0% | -1.04% | – |
| TAXF | Exit | AMERICAN CENTY ETF TRdiversified mu | $0 | – | -63,716 | -100.0% | -1.12% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -65,508 | -100.0% | -1.15% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -67,772 | -100.0% | -1.26% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -80,220 | -100.0% | -1.41% | – |
| MBND | Exit | SSGA ACTIVE TRspdr nuveen mun | $0 | – | -86,826 | -100.0% | -1.50% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -118,310 | -100.0% | -2.03% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -187,556 | -100.0% | -3.30% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -177,662 | -100.0% | -4.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
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.