Instuitional Investor - Landmark Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Landmark Wealth Management, Inc. |
| Portfolio Value | $209,587,637 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 54,654 | $28,087,237 | 13.4% | |
| 2. | Spdr Index Shs Fds | 694,304 | $25,279,609 | 12.06% | |
| 3. | Ishares Tr | 471,789 | $21,740,037 | 10.37% | |
| 4. | Ishares Tr | 287,529 | $14,373,589 | 6.86% | |
| 5. | Spdr Index Shs Fds | 358,935 | $14,131,271 | 6.74% |
