HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD TAX MANAGED FDS (VEA) |
551,311 | +6,493 | $26,408 |
| VEA | 551,311 | +6,493 | $26,408 |
| FLEXSHARES TR (GUNR) |
534,592 | -11,324 | $21,892 |
| GUNR | 534,592 | -11,324 | $21,892 |
| ISHARES TR (STIP) |
187,013 | +7,966 | $18,438 |
| STIP | 187,013 | +7,966 | $18,438 |
| VANGUARD INDEX FDS (VOO) |
37,997 | +828 | $16,597 |
| VOO | 37,997 | +828 | $16,597 |
| DIMENSIONAL ETF TRUST (DFNM) |
337,148 | +152,952 | $16,355 |
| DFNM | 337,148 | +152,952 | $16,355 |
| FLEXSHARES TR (RAVI) |
181,726 | -6,175 | $13,635 |
| RAVI | 181,726 | -6,175 | $13,635 |
| VANGUARD BD INDEX FDS (BND) |
182,119 | +29,223 | $13,395 |
| BND | 182,119 | +29,223 | $13,395 |
| DIMENSIONAL ETF TRUST (DFAT) |
247,065 | +9,396 | $12,929 |
| DFAT | 247,065 | +9,396 | $12,929 |
| US BANCORP DEL |
264,616 | -2,531 | $11,453 |
| USB | 264,616 | -2,531 | $11,453 |
| FLEXSHARES TR (NFRA) |
196,482 | -9,471 | $10,512 |
| NFRA | 196,482 | -9,471 | $10,512 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
210,413 | -13,189 | $8,648 |
| VWO | 210,413 | -13,189 | $8,648 |
| DIMENSIONAL ETF TRUST (DFAI) |
243,871 | +23,916 | $6,984 |
| DFAI | 243,871 | +23,916 | $6,984 |
| VANGUARD INDEX FDS (VNQ) |
71,415 | +5,340 | $6,310 |
| VNQ | 71,415 | +5,340 | $6,310 |
| SPDR S&P 500 ETF TR (SPY) |
12,447 | -354 | $5,916 |
| SPY | 12,447 | -354 | $5,916 |
| APPLE INC |
28,450 | +307 | $5,477 |
| AAPL | 28,450 | +307 | $5,477 |
| VANGUARD WELLINGTON FD (VTES) |
53,118 | +5,332 | $5,387 |
| VTES | 53,118 | +5,332 | $5,387 |
| DIMENSIONAL ETF TRUST (DUHP) |
158,626 | +9,754 | $4,538 |
| DUHP | 158,626 | +9,754 | $4,538 |
| DIMENSIONAL ETF TRUST (DFAE) |
176,169 | +51,403 | $4,247 |
| DFAE | 176,169 | +51,403 | $4,247 |
| FLEXSHARES TR (QDF) |
65,138 | +4,148 | $4,008 |
| QDF | 65,138 | +4,148 | $4,008 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
67,919 | -4,022 | $3,962 |
| VGSH | 67,919 | -4,022 | $3,962 |
| FLEXSHARES TR (HYGV) |
88,668 | +17,051 | $3,624 |
| HYGV | 88,668 | +17,051 | $3,624 |
| JPMORGAN CHASE & CO |
20,593 | +157 | $3,503 |
| JPM | 20,593 | +157 | $3,503 |
| MICROSOFT CORP |
8,707 | -24 | $3,274 |
| MSFT | 8,707 | -24 | $3,274 |
| VANGUARD INDEX FDS (VXF) |
17,761 | -1,073 | $2,920 |
| VXF | 17,761 | -1,073 | $2,920 |
 BERKSHIRE HATHAWAY INC DEL |
$2,803 | ||
| BRK.B | 7,859 | -330 | $2,803 |
| VANGUARD INDEX FDS (VB) |
12,444 | -163 | $2,655 |
| VB | 12,444 | -163 | $2,655 |
| VANGUARD WHITEHALL FDS (VWOB) |
40,201 | +1,609 | $2,563 |
| VWOB | 40,201 | +1,609 | $2,563 |
| VANGUARD WORLD FDS (VGT) |
5,160 | -184 | $2,497 |
| VGT | 5,160 | -184 | $2,497 |
| SCHWAB STRATEGIC TR |
33,357 | -730 | $1,881 |
| SCHX | 33,357 | -730 | $1,881 |
| CINCINNATI FINL CORP |
17,562 | UNCH | $1,817 |
| CINF | 17,562 | UNCH | $1,817 |
| ALPHABET INC |
11,883 | +432 | $1,660 |
| GOOGL | 11,883 | +432 | $1,660 |
| SCHWAB STRATEGIC TR |
39,885 | -1,611 | $1,474 |
| SCHF | 39,885 | -1,611 | $1,474 |
| AMAZON COM INC |
8,954 | +47 | $1,360 |
| AMZN | 8,954 | +47 | $1,360 |
| ORACLE CORP |
11,010 | +51 | $1,161 |
| ORCL | 11,010 | +51 | $1,161 |
| WALMART INC |
7,055 | +70 | $1,112 |
| WMT | 7,055 | +70 | $1,112 |
| GERMAN AMERN BANCORP INC |
33,899 | UNCH | $1,099 |
| GABC | 33,899 | UNCH | $1,099 |
| MID AMER APT CMNTYS INC |
7,545 | UNCH | $1,015 |
| MAA | 7,545 | UNCH | $1,015 |
| VANGUARD BD INDEX FDS (VUSB) |
20,464 | -12,052 | $1,012 |
| VUSB | 20,464 | -12,052 | $1,012 |
| ABBVIE INC |
6,181 | UNCH | $958 |
| ABBV | 6,181 | UNCH | $958 |
| JOHNSON & JOHNSON |
5,509 | -100 | $863 |
| JNJ | 5,509 | -100 | $863 |
| INVESCO EXCHANGE TRADED FD T (RSPH) |
26,069 | +26,069 | $776 |
| RSPH | 26,069 | +26,069 | $776 |
| CAMPING WORLD HLDGS INC |
29,249 | UNCH | $768 |
| CWH | 29,249 | UNCH | $768 |
| ISHARES TR (EFA) |
9,753 | -583 | $735 |
| EFA | 9,753 | -583 | $735 |
| MERCK & CO INC |
6,600 | -100 | $720 |
| MRK | 6,600 | -100 | $720 |
| CHEVRON CORP NEW |
4,742 | +30 | $707 |
| CVX | 4,742 | +30 | $707 |
| SCHWAB STRATEGIC TR |
14,594 | -83 | $680 |
| SCHZ | 14,594 | -83 | $680 |
| VANGUARD INDEX FDS (VBR) |
3,701 | -4 | $666 |
| VBR | 3,701 | -4 | $666 |
| CISCO SYS INC |
12,961 | +200 | $655 |
| CSCO | 12,961 | +200 | $655 |
| ABBOTT LABS |
5,829 | +117 | $642 |
| ABT | 5,829 | +117 | $642 |
| MONDELEZ INTL INC |
8,678 | +224 | $629 |
| MDLZ | 8,678 | +224 | $629 |
See Full List: All Stocks Held By Landmark Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Landmark Financial Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $277,864 At 09/30/2023: $252,520 Landmark Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Landmark Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |
