Landmark Financial Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Landmark Financial Advisors, LLC 13F Holdings
CIK 0001641440 · Bowling Green, KY
As of Dec 31, 2023, Landmark Financial Advisors, LLC reported
91 positions worth $277.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 551,311 | $26.4M | 9.50% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | GUNR | — | 534,592 | $21.9M | 7.88% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 187,013 |
|
8.4M6.64% |
| VANGUARD 500 INDEX FUND | VOO | — | 37,997 |
6.6M | 5.97% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 337,148 |
6.4M | 5.89% |
| FLEXSHARES TR | — | — | 181,726 |
3.6M | 4.91% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 182,119 |
3.4M | 4.82% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 247,065 |
2.9M | 4.65% |
| US BANCORP | USB | Financial Services | 264,616 |
1.5M | 4.12% |
| FLEXSHARES TR | — | — | 196,482 |
0.5M | 3.78% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 210,413 | $8.6M | 3.11% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 243,871 | $7.0M | 2.51% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 71,415 | $6.3M | 2.27% |
| SPDR S&P 500 ETF TRUST | SPY | — | 12,447 | $5.9M | 2.13% |
| APPLE INC | AAPL | Technology | 28,450 | $5.5M | 1.97% |
| VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF | VTES | — | 53,118 | $5.4M | 1.94% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 158,626 | $4.5M | 1.63% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 176,169 | $4.2M | 1.53% |
| FLEXSHARES QUALITY DIVIDEND INDEX FUND | QDF | — | 65,138 | $4.0M | 1.44% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 67,919 | $4.0M | 1.43% |
| FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | HYGV | — | 88,668 | $3.6M | 1.30% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 20,593 | $3.5M | 1.26% |
| MICROSOFT CORP | MSFT | Technology | 8,707 | $3.3M | 1.18% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 17,761 | $2.9M | 1.05% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,859 | $2.8M | 1.01% |