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Landmark Financial Advisors, Llc

13F Holdings
Filed: 2024-02-13
Portfolio Value
277.86M arrow_upward 12.96%
Number of Holdings
lock info
Reporting Date
2023-12-31
Key Stats trending_flat
CIK
0001641440
Filing Date
2024-02-13 00:00:00
Address
1131 Fairview Avenue
Bowling Green
KY
Prior Value
245.99M
Top 10 Holdings %
lock
Portfolio Value
Landmark Financial Advisors, Llc
(13F - 2023-12-31)
Vanguard Tax-Managed Fds
VEA
2024-02-13
Value
26.41M
Shares
551.31K
Portfolio %
9.50%
Flexshares Tr
GUNR
2024-02-13
Value
21.89M
Shares
534.59K
Portfolio %
7.88%
Ishares Tr
STIP
2024-02-13
Value
18.44M
Shares
187.01K
Portfolio %
6.64%
Vanguard Index Fds
VOO
2024-02-13
Value
16.60M
Shares
38.00K
Portfolio %
5.97%
Dimensional Etf Trust
DFNM
2024-02-13
Value
16.36M
Shares
337.15K
Portfolio %
5.89%
Flexshares Tr
-
2024-02-13
Value
13.64M
Shares
181.73K
Portfolio %
4.91%
Vanguard Bd Index Fds
BND
2024-02-13
Value
13.39M
Shares
182.12K
Portfolio %
4.82%
Dimensional Etf Trust
DFAT
2024-02-13
Value
12.93M
Shares
247.06K
Portfolio %
4.65%
Us Bancorp Del
USB
2024-02-13
Value
11.45M
Shares
264.62K
Portfolio %
4.12%
Flexshares Tr
NFRA
2024-02-13
Value
10.51M
Shares
196.48K
Portfolio %
3.78%
Top Increases | Landmark Financial Advisors, Llc
(2023-09-30 → 2023-12-31)
Dimensional Etf Trust
DFNM
2024-02-13
Value Change
arrow_upward 7.80M
Shares
arrow_upward 152.95K
Portfolio % Change
arrow_upward 2.41%
Portfolio %
5.89%
Us Bancorp Del
USB
2024-02-13
Value Change
arrow_upward 2.62M
Shares
arrow_upward -2531.00
Portfolio % Change
arrow_upward 0.53%
Portfolio %
4.12%
Vanguard Bd Index Fds
BND
2024-02-13
Value Change
arrow_upward 2.73M
Shares
arrow_upward 29.22K
Portfolio % Change
arrow_upward 0.48%
Portfolio %
4.82%
Dimensional Etf Trust
DFAE
2024-02-13
Value Change
arrow_upward 1.43M
Shares
arrow_upward 51.40K
Portfolio % Change
arrow_upward 0.38%
Portfolio %
1.53%
Vanguard Index Fds
VNQ
2024-02-13
Value Change
arrow_upward 1.31M
Shares
arrow_upward 5.34K
Portfolio % Change
arrow_upward 0.24%
Portfolio %
2.27%
Dimensional Etf Trust
DFAT
2024-02-13
Value Change
arrow_upward 2.07M
Shares
arrow_upward 9.40K
Portfolio % Change
arrow_upward 0.24%
Portfolio %
4.65%
Dimensional Etf Trust
DFAI
2024-02-13
Value Change
arrow_upward 1.24M
Shares
arrow_upward 23.92K
Portfolio % Change
arrow_upward 0.18%
Portfolio %
2.51%
Flexshares Tr
HYGV
2024-02-13
Value Change
arrow_upward 776.37K
Shares
arrow_upward 17.05K
Portfolio % Change
arrow_upward 0.15%
Portfolio %
1.30%
Dimensional Etf Trust
DUHP
2024-02-13
Value Change
arrow_upward 713.77K
Shares
arrow_upward 9.75K
Portfolio % Change
arrow_upward 0.08%
Portfolio %
1.63%
Flexshares Tr
QDF
2024-02-13
Value Change
arrow_upward 605.92K
Shares
arrow_upward 4.15K
Portfolio % Change
arrow_upward 0.06%
Portfolio %
1.44%
Top Decreases | Landmark Financial Advisors, Llc
(2023-09-30 → 2023-12-31)
Eaton Corp Plc
ETN
2024-02-13
Value Change
arrow_downward 49.57K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.16%
Vanguard Index Fds
VBR
2024-02-13
Value Change
arrow_downward 75.16K
Shares
arrow_downward -4.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.24%
Nvidia Corporation
NVDA
2024-02-13
Value Change
arrow_downward 66.45K
Shares
arrow_downward -13.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.21%
Invesco Exchange Traded Fd T
RSPH
2024-02-13
Value Change
arrow_downward 86.32K
Shares
arrow_downward 886.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.28%
Adobe Inc
ADBE
2024-02-13
Value Change
arrow_downward 30.44K
Shares
arrow_downward -25.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Schwab Strategic Tr
SCHH
2024-02-13
Value Change
arrow_downward 45.79K
Shares
arrow_downward -985.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.16%
Vanguard World Fds
VGT
2024-02-13
Value Change
arrow_downward 280.21K
Shares
arrow_downward -184.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.90%
Hca Healthcare Inc
HCA
2024-02-13
Value Change
arrow_downward 28.45K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Tjx Cos Inc New
TJX
2024-02-13
Value Change
arrow_downward 23.50K
Shares
arrow_downward 85.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Coca Cola Co
KO
2024-02-13
Value Change
arrow_downward 20.33K
Shares
arrow_downward 96.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.11%
Landmark Financial Advisors, Llc (13F - 2023-12-31) Comparing to 2023-09-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Landmark Financial Advisors, Llc
(2023-09-30 → 2023-12-31)
Costco Whsl Corp New
COST
2024-02-13
Value
add_circle 254.19K
Shares
385.00
Portfolio %
0.09%
% Change
0.09%
Norfolk Southn Corp
NSC
2024-02-13
Value
add_circle 240.87K
Shares
1.02K
Portfolio %
0.09%
% Change
0.09%
Nike Inc
NKE
2024-02-13
Value
add_circle 214.85K
Shares
1.98K
Portfolio %
0.08%
% Change
0.08%
Citigroup Inc
C-PN
2024-02-13
Value
add_circle 204.75K
Shares
3.98K
Portfolio %
0.07%
% Change
0.07%
Closed Positions | Landmark Financial Advisors, Llc
(2023-09-30 → 2023-12-31)
Pfizer Inc
PFE
2023-10-13
Value
remove_circle 231.39K
Shares
6.98K
Previous %
9.68%
% Change
-9.68%
Gildan Activewear Inc
GIL
2023-10-13
Value
remove_circle 1.05M
Shares
37.46K
Previous %
9.68%
% Change
-9.68%