Instuitional Investor - Landmark Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Landmark Wealth Management, Llc |
| Portfolio Value | $261,319,632 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 73,123 | $45,857,582 | 17.55% | |
| 2. | Proshares Tr - S&P 500 DV ARIST | 160,623 | $16,715,992 | 6.4% | |
| 3. | Victory Portfolios Ii | 363,627 | $14,319,643 | 5.48% | |
| 4. | Indexiq Etf Trust | 378,135 | $12,270,473 | 4.7% | |
| 5. | Vanguard Whitehall Funds | 105,868 | $9,681,619 | 3.7% |