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Home > Institutional Investor > Landmark Wealth Management, Llc > 13F Holdings

Instuitional Investor - Landmark Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 70,680 $30,873 15.19%
2.
Proshares Tr
 287,235 $27,345 13.45%
3.
Spdr Index Shs Fds
 422,657 $14,375 7.07%
4.
Vanguard Whitehall Funds
 84,184 $6,679 3.28%
5.
J P Morgan Exchange Traded F
 141,143 $6,646 3.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)