Landmark Wealth Management, LLC Purchases in Q3 2024

Landmark Wealth Management, LLC

$230 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held
VOO Vanguard Index Fds S&P 500 ETF ETFs	67.1K New	$475.2 - $527.7 $31.9M - $35.4M	67.1K $35.4M
VIGI Vanguard Whitehall Fds Intl Di ETFs	86.5K New	$80.13 - $88.89 $6.93M - $7.69M	86.5K $7.64M
Vanguard Malvern Fds	82K New	N/A	82K $6.51M
IVV Ishares Core S&P 500 ETF ETFs	9.8K New	$520.18 - $576.82 $5.1M - $5.65M	9.8K $5.66M
FBND Fidelity Merrimack Str Tr Tota ETFs	118K New	$44.65 - $47.21 $5.28M - $5.58M	118K $5.52M
IJR Ishares Core S&P Sm Cap ETF ETFs	41.6K New	$105.53 - $118.34 $4.39M - $4.92M	41.6K $4.86M
VWO Vanguard Ftse Emerging Mkts Et ETFs	95.3K New	$41.9 - $48.26 $3.99M - $4.6M	95.3K $4.56M
IJH Ishares Core S&P Mid Cap ETF ETFs	68.1K New	$57.32 - $62.65 $3.9M - $4.27M	68.1K $4.24M
VSS Vanguard Intl Eqty Ftse All Wo ETFs	29K New	$112.99 - $126.45 $3.28M - $3.67M	29K $3.65M
VIG Vanguard Dividend Appreciation ETFs	14.6K New	$182.15 - $182.15 $2.66M - $2.66M	14.6K $2.89M
VEA Vanguard Ftse Developed Market ETFs	39.5K New	$47.6 - $53.31 $1.88M - $2.1M	39.5K $2.08M
SCHH Schwab Strategic U.S. Reit ETF ETFs	78.3K New	$19.78 - $23.53 $1.55M - $1.84M	78.3K $1.82M
VO Vanguard Mid Cap ETF ETFs	5.38K New	$237.84 - $263.83 $1.28M - $1.42M	5.38K $1.42M
IWB Ishares Tr Russell 1000 ETF ETFs	4.38K New	$283.28 - $314.39 $1.24M - $1.38M	4.38K $1.38M
Victory Portfolios Ii	8.24K + 2.21%	N/A	381K $12.7M
VB Vanguard Small Cap ETF ETFs	3.83K New	$214.77 - $237.72 $823K - $910K	3.83K $909K
VBR Vanguard Small Cap Value ETF ETFs	3.45K New	$179.99 - $201.6 $622K - $696K	3.45K $693K
IWF Ishares Russell 1000 Gr ETF ETFs	1.47K New	$332.02 - $382.76 $489K - $564K	1.47K $553K
MSFT Microsoft Corp Technology	1.24K New	$395.15 - $467.56 $488K - $577K	1.24K $531K
EFA Ishares Tr Msci Eafe ETF ETFs	5.6K New	$75.32 - $84.37 $422K - $472K	5.6K $468K
JCPB J P Morgan Exchange Traded Fd ETFs	3.37K + 2.15%	$45.87 - $48.53 $155K - $164K	160K $7.73M
SCHX Schwab Strategic Tr Us Large C ETFs	6.61K New	$61.11 - $67.85 $404K - $448K	6.61K $448K
ONEQ Fidelity Nasdaq Composite Inde ETFs	6.15K New	$63.74 - $73.47 $392K - $452K	6.15K $440K
TOTR T Rowe Price Exchange Traded F ETFs	3.97K + 2.52%	$39.82 - $42.03 $158K - $167K	162K $6.73M
ED Consolidated Edison Inc Utilities	3.83K New	$88.42 - $104.97 $339K - $402K	3.83K $399K
USRT Ishares Core U.S. Reit ETF ETFs	6.41K New	$53.07 - $62.66 $340K - $402K	6.41K $395K
DBND Doubleline ETF Tr Opportunisti ETFs	3.12K + 2.53%	$44.93 - $47.6 $140K - $148K	126K $5.98M
FIXD First Tr ETF Viii Tcw Opportun ETFs	2.09K + 1.57%	$42.87 - $45.76 $89.6K - $95.6K	135K $6.12M
CGCP Capital Group Core Plus Income ETFs	5.99K + 2.62%	$22.12 - $23.31 $132K - $140K	235K $5.43M
IWR Ishares Russell Mid Cap ETF ETFs	3.66K New	$79.92 - $88.19 $292K - $323K	3.66K $322K
VNQ Vanguard Specialized Funds Van ETFs	2.78K New	$82.97 - $98.97 $231K - $275K	2.78K $271K
AOA Ishares Tr Core Aggressive All ETFs	3.38K New	$72.11 - $79.05 $244K - $268K	3.38K $267K
AOR Ishares Tr Core Growth Allocat ETFs	4.01K New	$55.15 - $59.31 $221K - $238K	4.01K $238K
JMUB Jp Morgan Tr Mun ETF (De) ETFs	3.42K + 5.01%	$50.15 - $51.27 $171K - $175K	71.6K $3.67M
CGMU Capital Group Core Plus Income	6.4K + 7.46%	N/A	92.1K $2.53M
XLK Technology Sector Spdr ETFs	889 New	$197.34 - $237.68 $175K - $211K	889 $201K
WBND Legg Mason ETF Invt Tr Westn A ETFs	2.39K + 1.53%	$19.67 - $20.96 $47K - $50K	159K $3.3M
GNR Spdr S&P Global Natural Resour ETFs	1.72K + 5.1%	$53.02 - $57.84 $90.9K - $99.2K	35.4K $2.04M
FMB First Tr Exchange Traded Fd Ii ETFs	1.17K + 1.8%	$51.0 - $52.05 $59.5K - $60.7K	66K $3.43M
QQQM Invesco Exchange Traded Fd Tr ETFs	247 + 1.55%	$178.94 - $207.0 $44.2K - $51.1K	16.2K $3.25M
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	1.19K + 4.08%	$51.78 - $52.98 $61.7K - $63.1K	30.4K $1.61M
TAXF American Centy ETF Tr Diversif ETFs	226 + 0.41%	$50.16 - $51.43 $11.3K - $11.6K	55.5K $2.86M
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	51 + 0.28%	$60.84 - $67.51 $3.1K - $3.44K	18.4K $1.24M
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	253 + 0.55%	$47.7 - $48.54 $12.1K - $12.3K	46.3K $2.25M
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	391 + 5.35%	$36.02 - $41.68 $14.1K - $16.3K	7.7K $318K
VSDA Victory Portfolios Ii Victorys ETFs	15 + 0.24%	$47.88 - $53.13 $718 - $797	6.35K $337K
SPY Spdr S&P 500 ETF Trust ETFs	1 + 0.13%	$517.38 - $573.86 $517 - $574	762 $437K
JEPI J P Morgan Exchange Traded Fd ETFs	50 + 1.39%	$54.98 - $59.51 $2.75K - $2.98K	3.65K $217K
FMHI First Tr ETF Iii Municipal Hig ETFs	104 + 2.21%	$48.27 - $49.43 $5.02K - $5.14K	4.8K $237K
AMZN Amazon Com Inc Consumer Cyclical	11 + 0.39%	$161.02 - $200.0 $1.77K - $2.2K	2.85K $531K

Activity Summary All Purchases 51 New Holdings 28 Increased Positions 23 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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Account

Landmark Wealth Management, LLC Purchases in Q3 2024

Landmark Wealth Management, LLC

67.1K

86.5K

82K

9.8K

118K

41.6K

95.3K

68.1K

29K

14.6K

39.5K

78.3K

5.38K

4.38K

8.24K

3.83K

3.45K

1.47K

1.24K

5.6K

3.37K

6.61K

6.15K

3.97K

3.83K

6.41K

3.12K

2.09K

5.99K

3.66K

2.78K

3.38K

4.01K

3.42K

6.4K

889

2.39K

1.72K

1.17K

247

1.19K

226

51

253

391

15

1

50

104

11

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