Top 50 Landmark Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.5% | 551.3K | $26.4M | +1.19%(+6.49K) | — | 2023-12-31 | |
| GUNR | FLEXSHARES TR | 7.88% | 534.6K | $21.9M | -2.07%(-11.32K) | — | 2023-12-31 | |
| STIP | ISHARES TR | 6.64% | 187.0K | $18.4M | +4.45%(+7.97K) | — | 2023-12-31 | |
| VOO | VANGUARD INDEX FDS | 5.97% | 38.0K | $16.6M | +2.23%(+828) | — | 2023-12-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 5.89% | 337.1K | $16.4M | +83.04%(+152.95K) | — | 2023-12-31 | |
| RAVI | FLEXSHARES TR | 4.91% | 181.7K | $13.6M | -3.29%(-6.17K) | — | 2023-12-31 | |
| BND | VANGUARD BD INDEX FDS | 4.82% | 182.1K | $13.4M | +19.11%(+29.22K) | — | 2023-12-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.65% | 247.1K | $12.9M | +3.95%(+9.40K) | — | 2023-12-31 | |
| USB | US BANCORP DEL | 4.12% | 264.6K | $11.5M | -0.95%(-2.53K) | — | 2023-12-31 | |
| NFRA | FLEXSHARES TR | 3.78% | 196.5K | $10.5M | -4.60%(-9.47K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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