Landsberg, Bennett, & Dubbaneh LLC
Q3 2021 13F Holdings
- Locationpunta gorda, FL
- Num holdings
264
- Value ($000)
$784,547
- Date Filed10/29/2021
- Form type13F-HR
- CIK0001762342
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $47.43M | 6 % | 412,473 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $38.85M | 5 % | 632,452 | ||
PDBC INVESCO ACTIVLY MANGD ETC FD | OPTIMUM YIELD | 46090F100 | $32.53M | 4 % | 1,521,497 | ||
MCD MCDONALDS CORP | COM | 580135101 | $27.76M | 4 % | 114,270 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $23.88M | 3 % | 471,821 | ||
AAPL APPLE INC | COM | 037833100 | $21.58M | 3 % | 151,266 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $16.70M | 2 % | 57,754 | ||
TBX PROSHARES TR | SHT 7-10 YR TR | 74348A608 | $15.48M | 2 % | 635,603 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $15.13M | 2 % | 276,496 | ||
FMB FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | $15.09M | 2 % | 265,715 |
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