Instuitional Investor - Landmark Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Landmark Wealth Management, Inc. |
| Portfolio Value | $205,370,021 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Actively Managed Exc | 542,330 | $25,164,124 | 12.25% | |
| 2. | SPY | 31,097 | $18,225,330 | 8.87% | |
| 3. | Etf Ser Solutions | 229,222 | $12,589,743 | 6.13% | |
| 4. | Ssga Active Tr | 235,066 | $12,561,927 | 6.11% | |
| 5. | Dimensional Etf Trust | 360,113 | $10,515,311 | 5.12% |
