Instuitional Investor - Landmark Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Landmark Wealth Management, Inc. |
| Portfolio Value | $265,139,875 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 76,206 | $45,536,896 | 17.17% | |
| 2. | Spdr Index Shs Fds | 721,334 | $32,928,897 | 12.42% | |
| 3. | Ishares Tr | 680,126 | $31,415,020 | 11.85% | |
| 4. | SPY | 35,116 | $22,837,340 | 8.61% | |
| 5. | Spdr Index Shs Fds | 377,461 | $17,706,696 | 6.68% |