Landmark Wealth Management, LLC
Q4 2024 13F Holdings
- Locationmelville, NY
- Num holdings
75
- Value ($000)
$226
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001728778
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $35.17K | 16 % | 65,268 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $17.13K | 8 % | 172,078 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $15.28K | 7 % | 447,741 | ||
VFLO VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $12.77K | 6 % | 374,693 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $7.70K | 3 % | 167,124 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $7.28K | 3 % | 91,027 | ||
TOTR T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 | $6.74K | 3 % | 168,594 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $6.53K | 3 % | 85,973 | ||
FIXD FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | $6.08K | 3 % | 141,393 | ||
DBND DOUBLELINE ETF TRUST | OPPORTUNISTIC BD | 25861R105 | $5.98K | 3 % | 132,116 |
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