Landsberg, Bennett, & Dubbaneh LLC 13F Holdings

CIK 0001762342 · PUNTA GORDA, FL

As of Sep 30, 2021, Landsberg, Bennett, & Dubbaneh LLC reported 264 positions worth $765.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE US AGGREGATE BOND ETFAGG—412,473$47.4K6.19%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—632,452$38.9K5.07%
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFPDBC—1,521,497$32.5K4.25%
MCDONALDS CORPMCDConsumer Cyclical114,270$27.8K3.63%
FIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBS—471,821$23.9K3.12%
APPLE INCAAPLTechnology151,266$21.6K2.82%
MICROSOFT CORPMSFTTechnology57,754 6.7K2.18%
PROSHARES TRTBX—635,603 5.5K2.02%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—276,496 5.1K1.98%
FIRST TRUST MANAGED MUNICIPAL ETFFMB—265,715 5.1K1.97%
VISA INC-CLASS A SHARESVFinancial Services55,787 2.9K1.68%
ACCENTURE PLCACNTechnology33,468 0.9K1.42%
BROADCOM INCAVGOTechnology20,470 0.0K1.30%
NIKE INCNKEConsumer Cyclical67,119$9.9K1.29%
TEXAS INSTRUMENTS INCTXNTechnology46,107$8.9K1.17%
JPMORGAN CHASE & COJPMFinancial Services50,403$8.4K1.10%
AMAZON.COM INCAMZNEquity2,452$8.1K1.05%
ISHARES TIPS BOND ETFTIP—62,450$8.0K1.04%
HOME DEPOT INCHDConsumer Cyclical24,084$7.9K1.04%
AMERICAN TOWER CORPAMTReal Estate29,662$7.9K1.03%
PROSHARES TRTBF—468,694$7.8K1.01%
COSTCO WHOLESALE CORPCOSTConsumer Defensive16,618$7.5K0.97%
META PLATFORMS INCMETACommunication Services20,810$7.1K0.93%
COMCAST CORPCMCSACommunication Services117,920$6.7K0.88%
NEXTERA ENERGY INCNEEUtilities84,538$6.7K0.87%