Landmark Financial Advisors, LLC has filed its 13F form on February 13, 2024 for Q4 2023 where it was disclosed a total value porftolio of $271 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $26.4M, Flexshares Tr Morningstar Glob with a value of $21.9M, Ishares Barclays 0 5 Year Tips with a value of $18.4M, Vanguard Index Fds S&P 500 ETF with a value of $16.6M, and Dimensional ETF Tr Natl Mun Bd with a value of $16.4M.
Examining the 13F form we can see an increase of $31.8M in the current position value, from $240M to 271M.
Below you can find more details about Landmark Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$271 Million
ETFs: $219 Million
Financial Services: $22.4 Million
Technology: $12.7 Million
Healthcare: $4.04 Million
Consumer Cyclical: $3.17 Million
Consumer Defensive: $2.94 Million
Communication Services: $2.78 Million
Real Estate: $1.64 Million
Other: $3.01 Million
Stock Holdings Table Market Cap. of $200 Billions or more
