Landmark Financial Advisors, LLC Incresed Positions in Q4 2023

Landmark Financial Advisors, LLC

  • $271 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
153K
+ 83.04%
$46.17 - $48.51 $7.06M - $7.42M
337K $16.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.2K
+ 19.11%
$68.04 - $73.9 $1.99M - $2.16M
182K $13.4M
VEA
Vanguard Ftse Developed Market

ETFs
6.49K
+ 1.19%
$41.58 - $47.99 $270K - $312K
551K $26.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.4K
+ 3.95%
$42.71 - $53.09 $401K - $499K
247K $12.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
828
+ 2.23%
$377.32 - $438.19 $312K - $363K
38K $16.6M
DFAE
Dimensional ETF Tr

ETFs
51.4K
+ 41.2%
$21.63 - $24.11 $1.11M - $1.24M
176K $4.25M
VNQ
Vanguard Specialized Funds Van

ETFs
5.34K
+ 8.08%
$71.05 - $89.54 $379K - $478K
71.4K $6.31M
DFAI
Dimensional ETF Tr

ETFs
23.9K
+ 10.87%
$24.88 - $28.69 $595K - $686K
244K $6.98M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.97K
+ 4.45%
$96.33 - $98.68 $767K - $786K
187K $18.4M
HYGV
Flexshares Tr High Yield Value

ETFs
17.1K
+ 23.81%
$38.51 - $41.18 $657K - $702K
88.7K $3.62M
AAPL
Apple Inc.

Technology
307
+ 1.09%
$166.89 - $198.11 $51.2K - $60.8K
28.5K $5.48M
QDF
Flexshares Quality Dividend In

ETFs
4.15K
+ 6.8%
$53.52 - $61.93 $222K - $257K
65.1K $4.01M
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 0.77%
$135.69 - $170.3 $21.3K - $26.7K
20.6K $3.5M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.61K
+ 4.17%
$57.2 - $64.11 $92K - $103K
40.2K $2.56M
AMZN
Amazon Com Inc

Consumer Cyclical
47
+ 0.53%
$119.57 - $154.07 $5.62K - $7.24K
8.95K $1.36M
GOOGL
Alphabet Inc.

Communication Services
432
+ 3.77%
$122.17 - $141.52 $52.8K - $61.1K
11.9K $1.66M
AMT
American Tower Corp

Real Estate
45
+ 1.59%
$157.68 - $217.16 $7.1K - $9.77K
2.88K $621K
CRM
Salesforce, Inc.

Technology
119
+ 9.92%
$196.25 - $267.25 $23.4K - $31.8K
1.32K $347K
BAC
Bank Of America Corp

Financial Services
112
+ 0.77%
$25.17 - $33.94 $2.82K - $3.8K
14.6K $491K
IBM
International Business Machines Corp

Technology
25
+ 0.66%
$136.38 - $164.71 $3.41K - $4.12K
3.79K $619K
ABT
Abbott Laboratories

Healthcare
117
+ 2.05%
$90.19 - $110.4 $10.6K - $12.9K
5.83K $641K
RYH
Invesco S&P 500 Equal Weight H

ETFs
886
+ 3.52%
$25.3 - $29.85 $22.4K - $26.4K
26.1K $776K
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 3.51%
$276.46 - $354.0 $14.1K - $18.1K
1.51K $521K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
854
+ 29.83%
$74.64 - $77.03 $63.7K - $65.8K
3.72K $286K
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 3.16%
$203.12 - $238.25 $10.6K - $12.4K
1.7K $402K
MA
Mastercard Inc

Financial Services
50
+ 5.57%
$364.08 - $426.51 $18.2K - $21.3K
947 $403K
CVS
Cvs Health Corp

Healthcare
153
+ 3.81%
$66.29 - $79.0 $10.1K - $12.1K
4.17K $328K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.33%
$162.21 - $204.82 $973 - $1.23K
1.82K $364K
MDLZ
Mondelez International, Inc.

Consumer Defensive
224
+ 2.65%
$61.04 - $73.11 $13.7K - $16.4K
8.68K $628K
TEL
Te Connectivity Ltd.

Technology
1
+ 0.05%
$115.51 - $143.34 $116 - $143
2.04K $286K
GOOG
Alphabet Inc.

Communication Services
140
+ 8.62%
$123.4 - $142.82 $17.3K - $20K
1.77K $248K
T
At&T Inc.

Communication Services
365
+ 3.16%
$14.32 - $17.22 $5.23K - $6.29K
11.9K $200K
TJX
Tjx Companies Inc

Consumer Cyclical
85
+ 2.7%
$87.19 - $93.81 $7.41K - $7.97K
3.23K $303K
KO
Coca Cola CO

Consumer Defensive
96
+ 1.93%
$52.38 - $59.93 $5.03K - $5.75K
5.07K $298K
PG
Procter & Gamble CO

Consumer Defensive
50
+ 1.69%
$143.0 - $153.52 $7.15K - $7.68K
3.01K $440K
ORCL
Oracle Corp

Technology
51
+ 0.47%
$100.31 - $117.16 $5.12K - $5.98K
11K $1.16M
Vanguard Wellington Fd
5.33K
+ 11.16%
N/A
53.1K $0
CMCSA
Comcast Corp

Communication Services
40
+ 0.55%
$39.15 - $44.7 $1.57K - $1.79K
7.26K $318K
EOG
Eog Resources Inc

Energy
59
+ 3.55%
$117.67 - $136.23 $6.94K - $8.04K
1.72K $208K
WMT
Walmart Inc.

Consumer Defensive
70
+ 1.0%
$150.86 - $169.78 $10.6K - $11.9K
7.06K $1.11M
SLB
Schlumberger Limited

Energy
65
+ 1.34%
$48.46 - $60.59 $3.15K - $3.94K
4.9K $255K
CSCO
Cisco Systems, Inc.

Technology
200
+ 1.57%
$47.7 - $54.39 $9.54K - $10.9K
13K $654K
XOM
Exxon Mobil Corp

Energy
90
+ 3.07%
$98.05 - $115.83 $8.82K - $10.4K
3.02K $302K
CVX
Chevron Corp

Energy
30
+ 0.64%
$141.77 - $169.1 $4.25K - $5.07K
4.74K $707K
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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