Landmark Financial Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2023, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 79.9%; sector active share 68.8% against the combined 13F book's sector weights.
Over time 16 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
89 tracked positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023Portfolio Trend
Sector Breakdown
As of Dec 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 81.2% | $225,147,823 |
| Financial Services | 8.0% | $22,058,863 |
| Technology | 4.5% | $12,423,559 |
| Healthcare | 1.5% | $4,045,419 |
| Consumer Cyclical | 1.1% | $3,168,346 |
| Consumer Defensive | 1.1% | $2,944,906 |
| Communication Services | 1.0% | $2,782,224 |
| Real Estate | 0.6% | $1,636,234 |
| Industrials | 0.6% | $1,538,259 |
| Energy | 0.5% | $1,472,982 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFNM | Dimensional National Municipal Bond ETF | +152,952 | 337,148 | $16,355,049 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | +51,403 | 176,169 | $4,247,434 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +29,223 | 182,119 | $13,394,852 | |
| DFAI | Dimensional International Core Equity Market ETF | +23,916 | 243,871 | $6,984,465 | |
| HYGV | FlexShares High Yield Value - Scored Bond Index Fund | +17,051 | 88,668 | $3,623,861 | |
| DUHP | Dimensional US High Profitability ETF | +9,754 | 158,626 | $4,538,289 | |
| DFAT | Dimensional U.S. Targeted Value ETF | +9,396 | 247,065 | $12,928,911 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +7,966 | 187,013 | $18,437,611 | |
| VEA | Vanguard FTSE Developed Markets ETF | +6,493 | 551,311 | $26,407,796 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +5,340 | 71,415 | $6,310,229 | |
| VTES | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF | +5,332 | 53,118 | $5,386,696 | |
| QDF | FlexShares Quality Dividend Index Fund | +4,148 | 65,138 | $4,007,941 | |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND | +1,609 | 40,201 | $2,562,813 | |
| RSPH | Victory Portfolios II | +886 | 26,069 | $776,334 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +854 | 3,717 | $286,283 | |
| VOO | VANGUARD 500 INDEX FUND | +828 | 37,997 | $16,597,089 | |
| GOOGL | Alphabet Inc. | +432 | 11,883 | $1,659,936 | |
| T | At&T Inc. | +365 | 11,919 | $200,000 | |
| AAPL | Apple Inc. | +307 | 28,450 | $5,477,478 | |
| MDLZ | Mondelez International, Inc. | +224 | 8,678 | $628,547 | |
| CSCO | Cisco Systems, Inc. | +200 | 12,961 | $654,789 | |
| JPM | Jpmorgan Chase & Co | +157 | 20,593 | $3,502,869 | |
| CVS | CVS HEALTH Corp | +153 | 4,166 | $328,947 | |
| GOOG | Alphabet Inc. | +140 | 1,765 | $248,741 | |
| CRM | Salesforce, Inc. | +119 | 1,319 | $347,081 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −13,189 | 210,413 | $8,647,974 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | −12,052 | 20,464 | $1,011,740 | |
| GUNR | FlexShares Morningstar Global Upstream Natural Resources Index Fund | −11,324 | 534,592 | $21,891,542 | |
| NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | −9,471 | 196,482 | $10,511,787 | |
| RAVI | FlexShares Ultra-Short Income Fund | −6,175 | 181,726 | $13,634,901 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | −4,022 | 67,919 | $3,961,715 | |
| USB | US Bancorp De | −2,531 | 264,616 | $11,452,580 | |
| SCHF | Schwab International Equity ETF | −1,611 | 39,885 | $1,474,149 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −1,600 | 5,681 | $439,538 | |
| — | −1,073 | 17,761 | $2,920,263 | ||
| SCHH | Schwab U.S. REIT ETF | −985 | 21,377 | $442,717 | |
| VEU | Vanguard International Equity Index Funds | −873 | 8,000 | $449,120 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | −771 | 7,317 | $354,508 | |
| SCHX | Schwab U.S. Large-Cap ETF | −730 | 33,357 | $1,881,334 | |
| SCHA | Schwab U.S. Small-Cap ETF | −678 | 9,976 | $471,266 | |
| EFA | iShares MSCI EAFE ETF | −583 | 9,753 | $734,888 | |
| SPY | Spdr S&P 500 ETF Trust | −354 | 12,447 | $5,916,183 | |
| BRK-B | Berkshire Hathaway Inc | −330 | 7,859 | $2,802,990 | |
| SCHE | Schwab Emerging Markets Equity ETF | −249 | 11,844 | $293,612 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | −184 | 5,160 | $2,497,440 | |
| VB | Vanguard Index Funds | −163 | 12,444 | $2,654,678 | |
| JNJ | Johnson & Johnson | −100 | 5,509 | $863,480 | |
| MRK | Merck & Co., Inc. | −100 | 6,600 | $719,532 | |
| SCHZ | Schwab U.S. Aggregate Bond ETF | −83 | 14,594 | $680,372 | |
| BX | Blackstone Inc. | −78 | 2,176 | $284,881 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 551,311 | $26,407,796 | 9.53% | |
| GUNR |
FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
Reduced | 534,592 | $21,891,542 | 7.90% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Added | 187,013 | $18,437,611 | 6.65% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 37,997 | $16,597,089 | 5.99% | |
| DFNM |
Dimensional National Municipal Bond ETF
|
Added | 337,148 | $16,355,049 | 5.90% | |
| RAVI |
FlexShares Ultra-Short Income Fund
|
Reduced | 181,726 | $13,634,901 | 4.92% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 182,119 | $13,394,852 | 4.83% | |
| DFAT |
Dimensional U.S. Targeted Value ETF
|
Added | 247,065 | $12,928,911 | 4.66% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 264,616 | $11,452,580 | 4.13% | |
| NFRA |
FlexShares STOXX Global Broad Infrastructure Index Fund
|
Reduced | 196,482 | $10,511,787 | 3.79% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 210,413 | $8,647,974 | 3.12% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Added | 243,871 | $6,984,465 | 2.52% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 71,415 | $6,310,229 | 2.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 12,447 | $5,916,183 | 2.13% | |
| AAPL |
Apple Inc.
Technology
|
Added | 28,450 | $5,477,478 | 1.98% | |
| VTES |
VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF
|
Added | 53,118 | $5,386,696 | 1.94% | |
| DUHP |
Dimensional US High Profitability ETF
|
Added | 158,626 | $4,538,289 | 1.64% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Added | 176,169 | $4,247,434 | 1.53% | |
| QDF |
FlexShares Quality Dividend Index Fund
|
Added | 65,138 | $4,007,941 | 1.45% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Reduced | 67,919 | $3,961,715 | 1.43% | |
| HYGV |
FlexShares High Yield Value - Scored Bond Index Fund
|
Added | 88,668 | $3,623,861 | 1.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 20,593 | $3,502,869 | 1.26% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,707 | $3,274,180 | 1.18% | |
|
|
Reduced | 17,761 | $2,920,263 | 1.05% | ||
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,859 | $2,802,990 | 1.01% | |
| VB |
Vanguard Index Funds
|
Reduced | 12,444 | $2,654,678 | 0.96% | |
| VWOB |
VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND
|
Added | 40,201 | $2,562,813 | 0.92% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Reduced | 5,160 | $2,497,440 | 0.90% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 33,357 | $1,881,334 | 0.68% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Held | 17,562 | $1,816,964 | 0.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 11,883 | $1,659,936 | 0.60% | |
| SCHF |
Schwab International Equity ETF
|
Reduced | 39,885 | $1,474,149 | 0.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,954 | $1,360,470 | 0.49% | |
| ORCL |
Oracle Corp
Technology
|
Added | 11,010 | $1,160,784 | 0.42% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 7,055 | $1,112,220 | 0.40% | |
| GABC |
German American Bancorp, Inc.
Financial Services
|
Held | 33,899 | $1,098,666 | 0.40% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Held | 7,545 | $1,014,500 | 0.37% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Reduced | 20,464 | $1,011,740 | 0.36% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 6,181 | $957,869 | 0.35% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,509 | $863,480 | 0.31% | |
| RSPH |
Victory Portfolios II
|
Added | 26,069 | $776,334 | 0.28% | |
| CWH |
Camping World Holdings, Inc.
Consumer Cyclical
|
Held | 29,249 | $768,078 | 0.28% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 9,753 | $734,888 | 0.27% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 6,600 | $719,532 | 0.26% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,742 | $707,316 | 0.26% | |
| SCHZ |
Schwab U.S. Aggregate Bond ETF
|
Reduced | 14,594 | $680,372 | 0.25% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Reduced | 3,701 | $666,068 | 0.24% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 12,961 | $654,789 | 0.24% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 5,829 | $641,598 | 0.23% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 8,678 | $628,547 | 0.23% |
Showing the top 50 of 89 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.