Instuitional Investor - Landmark Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Landmark Wealth Management, Inc. |
| Portfolio Value | $233,432,202 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 73,234 | $41,599,109 | 17.82% | |
| 2. | Ishares Tr | 597,488 | $27,621,871 | 11.83% | |
| 3. | Spdr Index Shs Fds | 566,317 | $22,930,175 | 9.82% | |
| 4. | SPY | 28,914 | $17,864,515 | 7.65% | |
| 5. | Ishares Tr | 320,466 | $16,372,622 | 7.01% |
