LW

Landmark Wealth Management, LLC

13F
Landmark Wealth Management, LLC
Last update 2024-10-30 76 Stocks (28 new)
Value $230.00 Mil Turnover 42 %
Countries:
Top Holdings: VOO(15.41%)NOBL(7.97%)SPDW(6.94%)VFLO(5.52%)JCPB(3.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
Landmark Wealth Management, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
67,092
35400.000
New Holding
15.410
+15.41%
0.010
+11.55%
+21.36%
493529.541
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
171,576
18320.000
-3.11%
7.970
-0.41%
0.140
+6.15%
+10.16%
12442.323
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
424,447
15940.000
-0.09%
6.940
-0.01%
0.070
+7.29%
+6.44%
20956.180
 
VFLO 		VictoryShares Free Cash Flow ETF
381,209
12690.000
+2.21%
5.520
+0.12%
1.150
+9.54%
+19.09%
1138.434
 
JCPB 		JPMorgan Core Plus Bond ETF
160,264
7730.000
+2.15%
3.360
+0.07%
0.170
-1.91%
-0.72%
4393.560
 
VIGI 		Vanguard International Dividend Appreciation ETF
86,493
7640.000
New Holding
3.330
+3.33%
0.100
+5.52%
+6.57%
7076.160
 
TOTR 		T. Rowe Price Total Return ETF
161,767
6730.000
+2.52%
2.930
+0.07%
5.220
-1.96%
-1.25%
125.900
 
VPLS 		Vanguard Core-Plus Bond ETF
82,025
6510.000
New Holding
2.830
+2.83%
3.510
-1.52%
-0.30%
182.397
 
FIXD 		First Trust TCW Opportunistic Fixed Income ETF
135,251
6120.000
+1.57%
2.660
+0.04%
0.110
-2.60%
-1.86%
5525.963
 
DBND 		DoubleLine Opportunistic Bond ETF
126,156
5980.000
+2.53%
2.600
+0.06%
-
-2.05%
-0.84%
273.431
 

Landmark Wealth Management, LLC's Historical Top Holdings Breakdowns

Landmark Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-09-30New Buy
+15.41%
●
475.2 ($508.3) 527.7
$530.10
4.29%
New holding
67,092
67,092
VIGI 		Vanguard International Dividend Appreciation ETF2024-09-30New Buy
+3.33%
●
80.13 ($84.89) 88.89
$84.51
-0.45%
New holding
86,493
86,493
VPLS 		Vanguard Core-Plus Bond ETF2024-09-30New Buy
+2.83%
●
75.42 ($78.09) 79.66
$77.17
-1.18%
New holding
82,025
82,025
IVV 		iShares Core S&P 500 ETF2024-09-30New Buy
+2.46%
●
520.18 ($556.01) 576.82
$579.45
4.22%
New holding
9,803
9,803
FBND 		Fidelity Total Bond ETF2024-09-30New Buy
+2.40%
●
44.65 ($46.21) 47.21
$45.61
-1.30%
New holding
118,183
118,183
IJR 		iShares Core S&P Small-Cap ETF2024-09-30New Buy
+2.12%
●
105.53 ($112.98) 118.34
$117.37
3.89%
New holding
41,569
41,569
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30New Buy
+1.98%
●
41.9 ($44.52) 48.26
$47.41
6.49%
New holding
95,332
95,332
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30New Buy
+1.85%
●
57.32 ($60.3) 62.65
$63.10
4.64%
New holding
68,077
68,077
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF2024-09-30New Buy
+1.59%
●
112.99 ($120.55) 126.45
$121.30
0.62%
New holding
29,009
29,009
VIG 		Vanguard Dividend Appreciation FTF2024-09-30New Buy
+1.26%
●
181.77 ($190.41) 198.25
$196.52
3.21%
New holding
14,581
14,581

Landmark Wealth Management, LLC Total Holding History ($B)

To

Landmark Wealth Management, LLC's Asset Allocation

To

Landmark Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Landmark Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Landmark Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Landmark Wealth Management, LLC's Holdings Heat Map

Size field:

Landmark Wealth Management, LLC's Holdings Bubble Chart

Landmark Wealth Management, LLC News

  • 1

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