StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Landmark Financial Advisors, Llc reports $277.86M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are VEA (9.5%), GUNR (7.9%) and STIP (6.6%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Landmark Financial Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1641440). View Landmark Financial Advisors, Llc’s 13F filings on SEC