LANDMARK WEALTH MANAGEMENT, INC.
Q4 2024 13F Holdings
- Locationnormal, IL
- Num holdings
45
- Value ($000)
$205,370
- Date Filed01/28/2025
- Form type13F-HR
- CIK0001985016
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GTO INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | $25.16M | 12 % | 542,330 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.23M | 9 % | 31,097 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $12.59M | 6 % | 229,222 | ||
XLSR SSGA ACTIVE TR | SPDR SSGA US SCT | 78470P408 | $12.56M | 6 % | 235,066 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $10.52M | 5 % | 360,113 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $10.18M | 5 % | 265,297 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $9.41M | 5 % | 139,344 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $9.05M | 4 % | 91,878 | ||
AAPL APPLE INC | COM | 037833100 | $9.00M | 4 % | 35,952 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $8.50M | 4 % | 249,032 |
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