$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 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,389,000 | -84.1% | 26,979 | +62.4% | 1.78% | +505.8% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $497,000 | – | 6,520 | +100.0% | 0.64% | – |
| 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% |
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.