Landmark Financial Advisors, LLC Buys iShares 0-5 Year TIPS Bond, Vanguard Extended Market, Apple Inc, Sells Vanguard Real Estate, Vanguard Short-Term Government Bond ETF, Schwab Short-Term U.S. Treasury

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Jul 17, 2020
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Investment company Landmark Financial Advisors, LLC (Current Portfolio) buys iShares 0-5 Year TIPS Bond, Vanguard Extended Market, Apple Inc, American Tower Corp, sells Vanguard Real Estate, Vanguard Short-Term Government Bond ETF, Schwab Short-Term U.S. Treasury, Schwab U.S. REIT, Schwab U.S. TIPs during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Landmark Financial Advisors, LLC. As of 2020Q2, Landmark Financial Advisors, LLC owns 57 stocks with a total value of $139 million. These are the details of the buys and sells.

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
  1. Vanguard Total Bond Market ETF (BND) - 168,203 shares, 10.65% of the total portfolio. Shares reduced by 2.37%
  2. FlexShares Global Upstream Natural Resources Index (GUNR) - 420,408 shares, 8.46% of the total portfolio. Shares reduced by 17.41%
  3. Vanguard FTSE Developed Markets (VEA) - 290,311 shares, 8.32% of the total portfolio. Shares added by 10.17%
  4. Vanguard S&P 500 (VOO) - 35,303 shares, 7.37% of the total portfolio. Shares reduced by 11.49%
  5. U.S. Bancorp (USB) - 272,097 shares, 7.18% of the total portfolio. Shares added by 0.31%
Added: iShares 0-5 Year TIPS Bond (STIP)

Landmark Financial Advisors, LLC added to a holding in iShares 0-5 Year TIPS Bond by 172.24%. The purchase prices were between $99.85 and $102.42, with an estimated average price of $101.43. The stock is now traded at around $102.73. The impact to a portfolio due to this purchase was 2.95%. The holding were 63,323 shares as of .

Added: Vanguard Extended Market (VXF)

Landmark Financial Advisors, LLC added to a holding in Vanguard Extended Market by 32.74%. The purchase prices were between $83.41 and $125.14, with an estimated average price of $106.99. The stock is now traded at around $123.50. The impact to a portfolio due to this purchase was 0.41%. The holding were 19,326 shares as of .

Added: Apple Inc (AAPL)

Landmark Financial Advisors, LLC added to a holding in Apple Inc by 22.94%. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $385.98. The impact to a portfolio due to this purchase was 0.34%. The holding were 6,871 shares as of .

Added: American Tower Corp (AMT)

Landmark Financial Advisors, LLC added to a holding in American Tower Corp by 54.55%. The purchase prices were between $206.97 and $267.39, with an estimated average price of $247.05. The stock is now traded at around $259.05. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,275 shares as of .

Sold Out: Schwab U.S. TIPs (SCHP)

Landmark Financial Advisors, LLC sold out a holding in Schwab U.S. TIPs. The sale prices were between $57.51 and $60.12, with an estimated average price of $59.22.

Sold Out: HCA Healthcare Inc (HCA)

Landmark Financial Advisors, LLC sold out a holding in HCA Healthcare Inc. The sale prices were between $81.83 and $118.04, with an estimated average price of $103.85.

Sold Out: Invesco S&P 500 Equal Weight Technology (RYT)

Landmark Financial Advisors, LLC sold out a holding in Invesco S&P 500 Equal Weight Technology. The sale prices were between $151.58 and $208.58, with an estimated average price of $184.75.

Sold Out: Exxon Mobil Corp (XOM)

Landmark Financial Advisors, LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $37.53 and $54.74, with an estimated average price of $44.72.

Sold Out: CoreCivic Inc (CXW)

Landmark Financial Advisors, LLC sold out a holding in CoreCivic Inc. The sale prices were between $8.98 and $14.16, with an estimated average price of $11.4.

Sold Out: Procter & Gamble Co (PG)

Landmark Financial Advisors, LLC sold out a holding in Procter & Gamble Co. The sale prices were between $109.33 and $124.69, with an estimated average price of $116.42.



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