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Landmark Financial Advisors, Llc

Portfolio Manager
Landmark Financial Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$277.86M
# of Holdings
91
Performance Rank
N/A
Allocation (Top 20)
N/A

Landmark Financial Advisors, Llc Holdings Map

Top 50 Landmark Financial Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
9.5%551.3K$26.4M
+1.19%(+6.49K)
2022-Q4: 519.9K shares2023-Q1: 539.6K shares2023-Q2: 541.7K shares2023-Q3: 544.8K shares2023-Q4: 551.3K shares2023-12-31
GUNR
FLEXSHARES TR
7.88%534.6K$21.9M
-2.07%(-11.32K)
2022-Q4: 413.7K shares2023-Q1: 444.0K shares2023-Q2: 516.9K shares2023-Q3: 545.9K shares2023-Q4: 534.6K shares2023-12-31
STIP
ISHARES TR
6.64%187.0K$18.4M
+4.45%(+7.97K)
2022-Q4: 132.6K shares2023-Q1: 148.4K shares2023-Q2: 168.6K shares2023-Q3: 179.0K shares2023-Q4: 187.0K shares2023-12-31
VOO
VANGUARD INDEX FDS
5.97%38.0K$16.6M
+2.23%(+828)
2022-Q4: 37.0K shares2023-Q1: 37.5K shares2023-Q2: 36.8K shares2023-Q3: 37.2K shares2023-Q4: 38.0K shares2023-12-31
DFNM
DIMENSIONAL ETF TRUST
5.89%337.1K$16.4M
+83.04%(+152.95K)
2022-Q4: 57.2K shares2023-Q1: 66.9K shares2023-Q2: 88.9K shares2023-Q3: 184.2K shares2023-Q4: 337.1K shares2023-12-31
RAVI
FLEXSHARES TR
4.91%181.7K$13.6M
-3.29%(-6.17K)
2022-Q4: 128.0K shares2023-Q1: 147.6K shares2023-Q2: 181.4K shares2023-Q3: 187.9K shares2023-Q4: 181.7K shares2023-12-31
BND
VANGUARD BD INDEX FDS
4.82%182.1K$13.4M
+19.11%(+29.22K)
2022-Q4: 142.0K shares2023-Q1: 121.4K shares2023-Q2: 124.3K shares2023-Q3: 152.9K shares2023-Q4: 182.1K shares2023-12-31
DFAT
DIMENSIONAL ETF TRUST
4.65%247.1K$12.9M
+3.95%(+9.40K)
2022-Q4: 199.9K shares2023-Q1: 216.8K shares2023-Q2: 227.1K shares2023-Q3: 237.7K shares2023-Q4: 247.1K shares2023-12-31
USB
US BANCORP DEL
4.12%264.6K$11.5M
-0.95%(-2.53K)
2022-Q4: 267.5K shares2023-Q1: 267.5K shares2023-Q2: 267.5K shares2023-Q3: 267.1K shares2023-Q4: 264.6K shares2023-12-31
NFRA
FLEXSHARES TR
3.78%196.5K$10.5M
-4.60%(-9.47K)
2022-Q4: 232.6K shares2023-Q1: 222.5K shares2023-Q2: 205.6K shares2023-Q3: 206.0K shares2023-Q4: 196.5K shares2023-12-31

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