LW

Landmark Wealth Management, LLC

13F
Landmark Wealth Management, LLC
Last update 2024-07-25 49 Stocks (3 new)
Value $128.00 Mil Turnover 15 %
Countries:
Top Holdings: NOBL(13.26%)SPDW(11.61%)VFLO(8.98%)JCPB(5.66%)TOTR(4.92%)
Portfolio Report
Summary Stock Picks Current Portfolio
Landmark Wealth Management, LL... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
177,087
17020.000
-39.32%
13.260
-5.39%
-
+3.38%
+9.79%
12406.136
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
424,821
14900.000
+0.72%
11.610
+0.08%
-
+1.15%
+5.85%
20837.679
 
VFLO 		VictoryShares Free Cash Flow ETF
372,973
11530.000
New Holding
8.980
+8.98%
-
+0.97%
+17.08%
1098.351
 
JCPB 		JPMorgan Core Plus Bond ETF
156,890
7270.000
+5.87%
5.660
+0.31%
-
+0.02%
-0.23%
4377.173
 
TOTR 		T. Rowe Price Total Return ETF
157,795
6320.000
+4.23%
4.920
+0.20%
-
-0.04%
-1.30%
125.756
 
FIXD 		First Trust TCW Opportunistic Fixed Income ETF
133,162
5730.000
+4.06%
4.460
+0.17%
-
-0.16%
-1.81%
5527.531
 
DBND 		DoubleLine Opportunistic Bond ETF
123,040
5590.000
+4.04%
4.350
+0.17%
-
+0.13%
-0.37%
274.795
 
CGCP 		Capital Group Core Plus Income ETF
228,730
5080.000
+4.04%
3.960
+0.15%
-
-0.15%
-0.46%
2452.456
 
SMDV 		ProShares Russell 2000 Div Growers ETF
77,729
4830.000
+76.02%
3.760
+1.62%
-
-2.55%
+6.53%
725.133
 
REGL 		ProShares S&P MidCap 400 Div Aristocrats ETF
50,541
3720.000
+0.54%
2.900
+0.02%
-
+1.80%
+11.11%
1602.690
 

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 ETF2024-06-30Sold Out
-15.30%
●
455.1 ($481.2) 504.28
$535.14
11.21%
Sold Out
0
-68,727
VFLO 		VictoryShares Free Cash Flow ETF2024-06-30New Buy
+8.98%
●
30.48 ($31.32) 32.39
$33.19
5.95%
New holding
372,973
372,973
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF2024-06-30Reduce
-5.39%
●
95.76 ($97.9) 100.68
$104.52
6.76%
Reduce -39.32%
177,087
-114,758
VIGI 		Vanguard International Dividend Appreciation ETF2024-06-30Sold Out
-3.25%
●
77.44 ($80.29) 82.55
$84.63
5.41%
Sold Out
0
-86,029
BOND 		PIMCO Active Bond ETF2024-06-30Reduce
-2.56%
●
89.04 ($90.45) 91.74
$92.08
1.80%
Reduce -96.16%
2,405
-60,226
QQQM 		Invesco NASDAQ 100 ETF2024-06-30New Buy
+2.45%
●
170.63 ($185.08) 199.67
$205.39
10.97%
New holding
15,936
15,936
IVV 		iShares Core S&P 500 ETF2024-06-30Sold Out
-2.44%
●
497.53 ($525.83) 549.64
$584.97
11.25%
Sold Out
0
-10,022
FBND 		Fidelity Total Bond ETF2024-06-30Sold Out
-2.32%
●
44.06 ($44.79) 45.49
$45.62
1.85%
Sold Out
0
-110,381
IJR 		iShares Core S&P Small-Cap ETF2024-06-30Sold Out
-1.97%
●
102.13 ($106.99) 110.88
$116.43
8.82%
Sold Out
0
-38,579
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Sold Out
-1.90%
●
56.43 ($58.75) 60.79
$62.95
7.15%
Sold Out
0
-67,629

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 2024-06-30

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

Discussions on Landmark Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.