Landmark Financial Advisors, LLC 13F Holdings · last filed Q4 2023
Landmark Financial Advisors, LLC reported 91 securities worth $277.86M in its SEC 13F filing for Q4 2023 (period ended 2023-12-31). Top holdings: VEA (9.50%), GUNR (7.88%), STIP (6.64%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $26.4M | 9.50% | 551,311 | Added |
| 2 | GUNR | FLEXSHARES TR | $21.9M | 7.88% | 534,592 | Trimmed |
| 3 | STIP | ISHARES TR | $18.4M | 6.64% | 187,013 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $16.6M | 5.97% | 37,997 | Added |
| 5 | DFNM | DIMENSIONAL ETF TRUST | $16.4M | 5.89% | 337,148 | Added |
| 6 | RAVI | FLEXSHARES TR | $13.6M | 4.91% | 181,726 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $13.4M | 4.82% | 182,119 | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $12.9M | 4.65% | 247,065 | Added |
| 9 | USB | US BANCORP DEL | $11.5M | 4.12% | 264,616 | Trimmed |
| 10 | NFRA | FLEXSHARES TR | $10.5M | 3.78% | 196,482 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $8.6M | 3.11% | 210,413 | Trimmed |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $7.0M | 2.51% | 243,871 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $6.3M | 2.27% | 71,415 | Added |
| 14 | SPY | SPDR S&P 500 ETF TR | $5.9M | 2.13% | 12,447 | Trimmed |
| 15 | AAPL | APPLE INC | $5.5M | 1.97% | 28,450 | Added |
| 16 | VTES | VANGUARD WELLINGTON FD | $5.4M | 1.94% | 53,118 | Added |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $4.5M | 1.63% | 158,626 | Added |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $4.2M | 1.53% | 176,169 | Added |
| 19 | QDF | FLEXSHARES TR | $4.0M | 1.44% | 65,138 | Added |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $4.0M | 1.43% | 67,919 | Trimmed |
| 21 | HYGV | FLEXSHARES TR | $3.6M | 1.30% | 88,668 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.26% | 20,593 | Added |
| 23 | MSFT | MICROSOFT CORP | $3.3M | 1.18% | 8,707 | Trimmed |
| 24 | VXF | VANGUARD INDEX FDS | $2.9M | 1.05% | 17,761 | Trimmed |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.8M | 1.01% | 7,859 | Trimmed |
Source: SEC Form 13F filings · as of 2023-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR