Landmark Financial Advisors, LLC
CIK 1641440 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- VEA9.50%
- GUNR7.88%
- STIP6.64%
- VOO5.97%
- DFNM5.89%
- RAVI4.91%
- BND4.82%
- DFAT4.65%
- USB4.12%
- NFRA3.78%
Share classes counted separately58.16%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $26.41M | 9.50% | 551.31K shares | — | ↗▾ | |
| 02 | GUNRNT MSTAR GLBL NR ETFMORNSTAR UPSTR View history and evidence | $21.89M | 7.88% | 534.59K shares | — | ↗▾ | |
| 03 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $18.44M | 6.64% | 187.01K shares | — | ↗▾ | |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $16.60M | 5.97% | 38.00K shares | — | ↗▾ | |
| 05 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $16.36M | 5.89% | 337.15K shares | — | ↗▾ | |
| 06 | RAVINT ULTRASHRT FI ETFFLEXSHARES ULTRA View history and evidence | $13.64M | 4.91% | 181.73K shares | — | ↗▾ | |
| 07 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $13.39M | 4.82% | 182.12K shares | — | ↗▾ | |
| 08 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $12.93M | 4.65% | 247.06K shares | — | ↗▾ | |
| 09 | USBUS BANCORPCOM NEW View history and evidence | $11.45M | 4.12% | 264.62K shares | — | ↗▾ | |
| 10 | NFRANT GLBL BRD INFRA ETFSTOXX GLOBR INF View history and evidence | $10.51M | 3.78% | 196.48K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GIL GILDAN ACTIVEWEAR INC | Non-derivative | — | — | SEC filing ↗ | |
| PFE PFIZER INC | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1641440 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 13, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 277863251
}Research all 91 reported holdings.
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