Instuitional Investor - Landmark Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Landmark Wealth Management, Inc. |
| Portfolio Value | $302,197,650 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 79,181 | $54,382,302 | 18% | |
| 2. | Ishares Tr | 728,740 | $33,631,362 | 11.13% | |
| 3. | Spdr Index Shs Fds - ST STR PO EX ETF | 656,630 | $33,087,579 | 10.95% | |
| 4. | SPY | 41,465 | $30,964,823 | 10.25% | |
| 5. | Spdr Index Shs Fds - ST PORT MARK ETF | 417,135 | $21,599,251 | 7.15% |
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