Landmark Financial Advisors, LLC
Q4 2023 13F Holdings
- Locationbowling green, KY
- Num holdings
91
- Value ($000)
$277,863
- Date Filed02/13/2024
- Form type13F-HR
- CIK0001641440
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $26.41M | 10 % | 551,311 | ||
FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 | $21.89M | 8 % | 534,592 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $18.44M | 7 % | 187,013 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.6M | 6 % | 37,997 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $16.36M | 6 % | 337,148 | ||
FLEXSHARES TR | FLEXSHARES ULTRA | 33939L886 | $13.64M | 5 % | 181,726 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $13.39M | 5 % | 182,119 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $12.93M | 5 % | 247,065 | ||
US BANCORP DEL | COM NEW | 902973304 | $11.45M | 4 % | 264,616 | ||
FLEXSHARES TR | STOXX GLOBR INF | 33939L795 | $10.51M | 4 % | 196,482 |
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