$113 Thousand is the total value of Landmark Wealth Management, LLC's 40 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -4,822 | -100.0% | -0.14% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,736 | -100.0% | -0.14% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -5,209 | -100.0% | -0.14% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -3,755 | -100.0% | -0.15% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -560 | -100.0% | -0.15% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -4,283 | -100.0% | -0.15% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,073 | -100.0% | -0.18% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -3,849 | -100.0% | -0.18% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,471 | -100.0% | -0.20% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -3,829 | -100.0% | -0.20% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -7,644 | -100.0% | -0.21% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -7,812 | -100.0% | -0.21% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -6,231 | -100.0% | -0.25% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -7,352 | -100.0% | -0.30% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -3,276 | -100.0% | -0.34% | – |
| AVMU | Exit | AMERICAN CENTY ETF TRcore muni fxd in | $0 | – | -13,925 | -100.0% | -0.36% | – |
| INMU | Exit | BLACKROCK ETF TRUST IIintermedia muni | $0 | – | -28,513 | -100.0% | -0.37% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -3,425 | -100.0% | -0.55% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -4,985 | -100.0% | -0.58% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -70,417 | -100.0% | -0.76% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -6,229 | -100.0% | -0.78% | – |
| AAPL | Exit | APPLE INC | $0 | – | -9,361 | -100.0% | -0.86% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -43,478 | -100.0% | -0.98% | – |
| TAXF | Exit | AMERICAN CENTY ETF TRdiversified mu | $0 | – | -37,265 | -100.0% | -1.04% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -43,170 | -100.0% | -1.08% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -13,749 | -100.0% | -1.21% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -15,670 | -100.0% | -1.34% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -25,512 | -100.0% | -1.55% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -13,261 | -100.0% | -1.84% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -35,503 | -100.0% | -1.91% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -98,215 | -100.0% | -2.51% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -11,024 | -100.0% | -2.52% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -74,137 | -100.0% | -15.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-14
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.