- New Purchases: VXF, TEL, CWH, ETN, MCD, IJH, LHX, PEP,
- Added Positions: VNQ, VEA, STIP, GOOGL, MSFT, SCHP, VWO, WMT, MMM, CVX, JNJ, XOM, ORCL, CSCO, GE, VO,
- Reduced Positions: GUNR, BND, VTI, VOO, VGSH, AAPL, SCHF, VGT, VB, SCHX, IWM, SCHH, SPY, JPM, SCHA, SCHO, SCHZ, SCHE, VCSH, INTC, RYT, VEU, C, UPS, VCIT, BAC, VXUS, ABT,
- Sold Out: VSS, PG, BRK.B,
For the details of Landmark Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/landmark+financial+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Landmark Financial Advisors, LLC- FlexShares Global Upstream Natural Resources Index (GUNR) - 547,501 shares, 10.94% of the total portfolio. Shares reduced by 15.74%
- Vanguard Total Bond Market ETF (BND) - 211,813 shares, 10.93% of the total portfolio. Shares reduced by 7.59%
- U.S. Bancorp (USB) - 270,668 shares, 9.04% of the total portfolio. Shares reduced by 0.09%
- Vanguard Short-Term Government Bond ETF (VGSH) - 234,148 shares, 8.69% of the total portfolio. Shares reduced by 3.71%
- Vanguard S&P 500 (VOO) - 37,085 shares, 6.88% of the total portfolio. Shares reduced by 5.24%
Landmark Financial Advisors, LLC initiated holding in Vanguard Extended Market. The purchase prices were between $112.84 and $126.8, with an estimated average price of $121.02. The stock is now traded at around $131.56. The impact to a portfolio due to this purchase was 0.35%. The holding were 4,454 shares as of .
New Purchase: TE Connectivity Ltd (TEL)Landmark Financial Advisors, LLC initiated holding in TE Connectivity Ltd. The purchase prices were between $85.53 and $95.92, with an estimated average price of $92.67. The stock is now traded at around $94.54. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,226 shares as of .
New Purchase: Camping World Holdings Inc (CWH)Landmark Financial Advisors, LLC initiated holding in Camping World Holdings Inc. The purchase prices were between $7.86 and $14.83, with an estimated average price of $11.42. The stock is now traded at around $15.89. The impact to a portfolio due to this purchase was 0.19%. The holding were 18,400 shares as of .
New Purchase: McDonald's Corp (MCD)Landmark Financial Advisors, LLC initiated holding in McDonald's Corp. The purchase prices were between $188.66 and $212.83, with an estimated average price of $198.14. The stock is now traded at around $217.42. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,104 shares as of .
New Purchase: Eaton Corp PLC (ETN)Landmark Financial Advisors, LLC initiated holding in Eaton Corp PLC. The purchase prices were between $76.25 and $95.13, with an estimated average price of $89.06. The stock is now traded at around $102.89. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,405 shares as of .
New Purchase: iShares Core S&P Mid-Cap (IJH)Landmark Financial Advisors, LLC initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $184.95 and $206.16, with an estimated average price of $197.56. The stock is now traded at around $209.63. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,017 shares as of .
Added: Vanguard Real Estate (VNQ)Landmark Financial Advisors, LLC added to a holding in Vanguard Real Estate by 33.82%. The purchase prices were between $90.14 and $95.25, with an estimated average price of $92.6. The stock is now traded at around $98.54. The impact to a portfolio due to this purchase was 1.07%. The holding were 72,341 shares as of .
Added: iShares 0-5 Year TIPS Bond (STIP)Landmark Financial Advisors, LLC added to a holding in iShares 0-5 Year TIPS Bond by 180.29%. The purchase prices were between $99.88 and $100.71, with an estimated average price of $100.32. The stock is now traded at around $101.07. The impact to a portfolio due to this purchase was 0.37%. The holding were 9,516 shares as of .
Added: Alphabet Inc (GOOGL)Landmark Financial Advisors, LLC added to a holding in Alphabet Inc by 110.98%. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1513.39. The impact to a portfolio due to this purchase was 0.16%. The holding were 346 shares as of .
Added: Schwab U.S. TIPs (SCHP)Landmark Financial Advisors, LLC added to a holding in Schwab U.S. TIPs by 72.40%. The purchase prices were between $56.32 and $57.23, with an estimated average price of $56.68. The stock is now traded at around $57.56. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,758 shares as of .
Sold Out: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)Landmark Financial Advisors, LLC sold out a holding in Vanguard FTSE All-Wld ex-US SmCp Idx. The sale prices were between $100.01 and $111.61, with an estimated average price of $106.89.
Sold Out: Procter & Gamble Co (PG)Landmark Financial Advisors, LLC sold out a holding in Procter & Gamble Co. The sale prices were between $116.63 and $126.09, with an estimated average price of $122.36.
Sold Out: Berkshire Hathaway Inc (BRK.B)Landmark Financial Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $203.1 and $227.05, with an estimated average price of $217.51.
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