Landmark Financial Advisors, LLC Reduced Holdings in Q4 2023

Landmark Financial Advisors, LLC

  • $271 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
RAVI
Flexshares Tr Ready Access Var

ETFs
-6.18K
- 3.29%
$74.81 - $75.25 $462K - $465K
182K $13.6M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-11.3K
- 2.07%
$38.4 - $41.35 $435K - $468K
535K $21.9M
VGSH
Vanguard

ETFs
-4.02K
- 5.59%
$57.34 - $58.41 $231K - $235K
67.9K $3.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13.2K
- 5.9%
$37.74 - $41.31 $498K - $545K
210K $8.65M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.6K
- 21.98%
$74.49 - $77.37 $119K - $124K
5.68K $439K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-330
- 4.03%
$331.71 - $362.68 $109K - $120K
7.86K $2.8M
SCHO
Schwab Short Term Us Treasury

ETFs
-771
- 9.53%
$47.66 - $48.45 $36.7K - $37.4K
7.32K $354K
VEU
Vanguard Ftse All World Ex Us

ETFs
-873
- 9.84%
$49.57 - $56.14 $43.3K - $49K
8K $449K
JNJ
Johnson & Johnson

Healthcare
-100
- 1.78%
$145.6 - $158.88 $14.6K - $15.9K
5.51K $863K
UPS
United Parcel Service Inc

Industrials
-50
- 1.58%
$134.83 - $162.94 $6.74K - $8.15K
3.11K $489K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-249
- 2.06%
$23.04 - $24.89 $5.74K - $6.2K
11.8K $293K
CAT
Caterpillar Inc

Industrials
-60
- 4.52%
$226.05 - $298.12 $13.6K - $17.9K
1.27K $374K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-583
- 5.64%
$65.84 - $75.47 $38.4K - $44K
9.75K $734K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-678
- 6.36%
$38.13 - $48.02 $25.9K - $32.6K
9.98K $471K
MRK
Merck & Co., Inc.

Healthcare
-100
- 1.49%
$100.18 - $109.02 $10K - $10.9K
6.6K $719K
ADBE
Adobe Inc.

Technology
-25
- 4.78%
$507.03 - $633.66 $12.7K - $15.8K
498 $297K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-83
- 0.57%
$43.09 - $46.83 $3.58K - $3.89K
14.6K $680K
BX
Blackstone Inc.

Financial Services
-78
- 3.46%
$89.61 - $133.13 $6.99K - $10.4K
2.18K $284K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-985
- 4.4%
$16.76 - $20.95 $16.5K - $20.6K
21.4K $442K
META
Meta Platforms, Inc.

Communication Services
-5
- 0.5%
$288.35 - $358.32 $1.44K - $1.79K
1K $355K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.61K
- 3.88%
$32.37 - $37.01 $52.1K - $59.6K
39.9K $1.47M
NVDA
Nvidia Corp

Technology
-13
- 1.07%
$403.26 - $504.09 $5.24K - $6.55K
1.2K $592K
VBR
Vanguard Small Cap Value ETF

ETFs
-4
- 0.11%
$149.18 - $181.94 $597 - $728
3.7K $666K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-730
- 2.14%
$48.47 - $56.6 $35.4K - $41.3K
33.4K $1.88M
VXF
Vanguard Extended Market ETF

ETFs
-1.07K
- 5.7%
$132.07 - $166.45 $142K - $179K
17.8K $2.92M
VB
Vanguard Small Cap ETF

ETFs
-163
- 1.29%
$175.26 - $215.9 $28.6K - $35.2K
12.4K $2.65M
VGT
Vanguard Information Technolog

ETFs
-184
- 3.44%
$399.56 - $486.79 $73.5K - $89.6K
5.16K $2.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-354
- 2.77%
$410.68 - $476.69 $145K - $169K
12.4K $5.92M
MSFT
Microsoft Corp

Technology
-24
- 0.27%
$313.39 - $382.7 $7.52K - $9.18K
8.71K $3.27M
NFRA
Flexshares Stoxx Global Broad

ETFs
-9.47K
- 4.6%
$46.92 - $53.59 $444K - $508K
196K $10.5M
USB
Us Bancorp \De\

Financial Services
-2.53K
- 0.95%
$30.64 - $45.33 $77.5K - $115K
265K $11.5M
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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