| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 58.8% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 14.3% |
| BERKSHIRE HATHAWAY INC DEL | 3 | Q2 2024 | 13.1% |
| BERKSHIRE HATHAWAY INC DEL | 3 | Q2 2024 | 13.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 5.1% |
| WALMART INC | 2 | Q2 2024 | 2.3% |
| POWERSHARES ACTIVELY MANAGED | 1 | Q2 2024 | 14.5% |
| ETF SER SOLUTIONS | 1 | Q2 2024 | 6.4% |
| SPDR INDEX SHS FDS | 1 | Q2 2024 | 6.3% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 6.1% |
View LANDMARK WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-22 |
View LANDMARK WEALTH MANAGEMENT, INC.'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.