- New Purchases: TFC,
- Added Positions: BND, RAVI, VGSH, SCHX, SCHO, VGT, SCHF, SCHE, SCHA, BRK.B, VEU, SCHZ, VCIT, VBR, SCHH, CSCO, CAT,
- Reduced Positions: VEA, VWO, STIP, VXF, NFRA, GUNR, MSFT, GABC, VTI, AMT, JPM, GOOGL, AMZN, CVS, WMT, VZ, UPS, ABBV, JNJ, BAC, RYH, IBM, C,
- Sold Out: GIL, MAA, BSV, SHOP, VTV, CMCSA, HCA, HD, PFE, PG,
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- Vanguard FTSE Developed Markets ETF (VEA) - 390,665 shares, 10.34% of the total portfolio. Shares reduced by 13.36%
- Vanguard FTSE Emerging Markets ETF (VWO) - 362,304 shares, 10.17% of the total portfolio. Shares reduced by 12.55%
- U.S. Bancorp (USB) - 272,460 shares, 8.12% of the total portfolio. Shares reduced by 0.04%
- Vanguard Total Bond Market ETF (BND) - 158,083 shares, 7.22% of the total portfolio. Shares added by 3.96%
- FlexShares Global Upstream Natural Resources Index (GUNR) - 328,525 shares, 6.41% of the total portfolio. Shares reduced by 3.67%
Landmark Financial Advisors, LLC initiated holding in Truist Financial Corp. The purchase prices were between $52.18 and $60.15, with an estimated average price of $55.89. The stock is now traded at around $62.700000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,537 shares as of 2021-09-30.
Sold Out: Gildan Activewear Inc (GIL)Landmark Financial Advisors, LLC sold out a holding in Gildan Activewear Inc. The sale prices were between $32.54 and $39.94, with an estimated average price of $36.82.
Sold Out: Mid-America Apartment Communities Inc (MAA)Landmark Financial Advisors, LLC sold out a holding in Mid-America Apartment Communities Inc. The sale prices were between $169.43 and $196.28, with an estimated average price of $187.54.
Sold Out: Shopify Inc (SHOP)Landmark Financial Advisors, LLC sold out a holding in Shopify Inc. The sale prices were between $1346.55 and $1643.32, with an estimated average price of $1498.75.
Sold Out: Vanguard Short-Term Bond ETF (BSV)Landmark Financial Advisors, LLC sold out a holding in Vanguard Short-Term Bond ETF. The sale prices were between $81.75 and $82.18, with an estimated average price of $81.96.
Sold Out: Vanguard Value ETF (VTV)Landmark Financial Advisors, LLC sold out a holding in Vanguard Value ETF. The sale prices were between $133.72 and $141.65, with an estimated average price of $138.49.
Sold Out: Comcast Corp (CMCSA)Landmark Financial Advisors, LLC sold out a holding in Comcast Corp. The sale prices were between $54.75 and $61.75, with an estimated average price of $58.36.
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