13FBOX
Landmark Financial Advisors, LLC · 13F Holdings
Options Calculator Rankings

Landmark Financial Advisors, LLC

No.6037 Data as of 2024Q1
Latest AUM (Q1 2024)
$277.2M
QoQ Change Q4 2023
-$688,995-0.2%
Holdings
91
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
91
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2024 ValueQ1 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD FTSEVEA
9.53%9.5%$26.4M551,311$26.4M551,31100.00%Unchanged
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
7.9%7.88%$21.9M534,592$21.9M534,59200.00%Unchanged
IISHARES TRSTIP
6.65%6.64%$18.4M187,013$18.4M187,01300.00%Unchanged
VVANGUARD INDEX FDSVOO
5.99%5.97%$16.6M37,997$16.6M37,99700.00%Unchanged
DDIMENSIONAL ETF TRUSTDFNM
5.9%5.89%$16.4M337,148$16.4M337,14800.00%Unchanged
FFLEXSHARES ULTRA-SHORT INCOME FUNDRAVI
4.92%4.91%$13.6M181,726$13.6M181,72600.00%Unchanged
VVANGUARD TOTALBND
4.83%4.82%$13.4M182,119$13.4M182,11900.00%Unchanged
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
4.66%4.65%$12.9M247,065$12.9M247,06500.00%Unchanged
US BANCORPUSB
4.13%4.12%$11.5M264,616$11.5M264,61600.00%Unchanged
FFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDNFRA
3.79%3.78%$10.5M196,482$10.5M196,48200.00%Unchanged
VVANGUARD FSTEVWO
3.12%3.11%$8.6M210,413$8.6M210,41300.00%Unchanged
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
2.52%2.51%$7.0M243,871$7.0M243,87100.00%Unchanged
VVANGUARD INDEX FDSVNQ
2.28%2.27%$6.3M71,415$6.3M71,41500.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
2.13%2.13%$5.9M12,447$5.9M12,44700.00%Unchanged
APPLE INCAAPL
1.98%1.97%$5.5M28,450$5.5M28,45000.00%Unchanged
VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES
1.94%1.94%$5.4M53,118$5.4M53,11800.00%Unchanged
DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP
1.64%1.63%$4.5M158,626$4.5M158,62600.00%Unchanged
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
1.53%1.53%$4.2M176,169$4.2M176,16900.00%Unchanged
FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF
1.45%1.44%$4.0M65,138$4.0M65,13800.00%Unchanged
VVANGUARD SCOTTSDALE FDSVGSH
1.43%1.43%$4.0M67,919$4.0M67,91900.00%Unchanged
FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV
1.31%1.3%$3.6M88,668$3.6M88,66800.00%Unchanged
JPMORGAN CHASE & COJPM
1.26%1.26%$3.5M20,593$3.5M20,59300.00%Unchanged
MICROSOFT CORPMSFT
1.18%1.18%$3.3M8,707$3.3M8,70700.00%Unchanged
VVANGUARD INDEX FDSVXF
1.05%1.05%$2.9M17,761$2.9M17,76100.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
1.01%1.01%$2.8M7,859$2.8M7,85900.00%Unchanged
VVANGUARD INDEX FDSVB
0.96%0.96%$2.7M12,444$2.7M12,44400.00%Unchanged
VVANGUARD EMERGINGVWOB
0.92%0.92%$2.6M40,201$2.6M40,20100.00%Unchanged
VVANGUARD WORLD FDVGT
0.9%0.9%$2.5M5,160$2.5M5,16000.00%Unchanged
SSCHWAB USSCHX
0.68%0.68%$1.9M33,357$1.9M33,35700.00%Unchanged
CINCINNATI FINL CORP COMCINF
0.66%0.65%$1.8M17,562$1.8M17,56200.00%Unchanged
ALPHABET INCGOOGL
0.6%0.6%$1.7M11,883$1.7M11,88300.00%Unchanged
SSCHWAB STRATEGIC TRSCHF
0.53%0.53%$1.5M39,885$1.5M39,88500.00%Unchanged
AMAZON COM INCAMZN
0.49%0.49%$1.4M8,954$1.4M8,95400.00%Unchanged
ORACLE CORPORCL
0.42%0.42%$1.2M11,010$1.2M11,01000.00%Unchanged
GERMAN AMERN BANCORP INCGABC
0.4%0.4%$1.1M33,899$1.1M33,89900.00%Unchanged
MID-AMER APT CMNTYS INCMAA
0.37%0.37%$1.0M7,545$1.0M7,54500.00%Unchanged
VVANGUARD BD INDEX FDSVUSB
0.37%0.36%$1.0M20,464$1.0M20,46400.00%Unchanged
ABBVIE INCABBV
0.35%0.34%$957,8166,181$957,8166,18100.00%Unchanged
JOHNSON & JOHNSONJNJ
0.31%0.31%$863,4815,509$863,4815,50900.00%Unchanged
IINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFRSPH
0.28%0.28%$776,33526,069$776,33526,06900.00%Unchanged
CCAMPING WORLD HLDGS INC CL ACWH
0.28%0.28%$768,07929,249$768,07929,24900.00%Unchanged
IISHARES MSCI EAFE ETFEFA
0.27%0.26%$734,8899,753$734,8899,75300.00%Unchanged
MERCK & CO INCMRK
0.26%0.26%$719,5326,600$719,5326,60000.00%Unchanged
CHEVRON CORPORATIONCVX
0.26%0.25%$707,3174,742$707,3174,74200.00%Unchanged
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.25%0.24%$680,37214,594$680,37214,59400.00%Unchanged
VVANGUARD SMALLVBR
0.24%0.24%$666,0693,701$666,0693,70100.00%Unchanged
CISCO SYS INCCSCO
0.24%0.24%$654,80212,961$654,80212,96100.00%Unchanged
ABBOTT LABORATORIESABT
0.23%0.23%$641,5755,829$641,5755,82900.00%Unchanged
MONDELEZ INTL INC CL AMDLZ
0.23%0.23%$628,5488,678$628,5488,67800.00%Unchanged
AMERICAN TOWER CORP COMAMT
0.22%0.22%$621,7342,880$621,7342,88000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow