Instuitional Investor - Landmark Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Landmark Wealth Management, Llc |
Portfolio Value | $225,571 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 65,268 | $35,167 | 15.59% | |
2. | Proshares Tr - S&P 500 DV ARIST | 172,078 | $17,130 | 7.59% | |
3. | Spdr Index Shs Fds | 447,741 | $15,281 | 6.77% | |
4. | Victory Portfolios Ii | 374,693 | $12,773 | 5.66% | |
5. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 167,124 | $7,699 | 3.41% |