Instuitional Investor - Landmark Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Landmark Wealth Management, Inc. |
| Portfolio Value | $264,805,363 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 75,165 | $47,138,227 | 17.8% | |
| 2. | Spdr Index Shs Fds | 751,303 | $33,365,366 | 12.6% | |
| 3. | Ishares Tr | 667,447 | $31,062,984 | 11.73% | |
| 4. | SPY | 40,988 | $27,950,537 | 10.56% | |
| 5. | Ishares Tr | 353,246 | $17,665,847 | 6.67% |