Instuitional Investor - Landmark Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Landmark Wealth Management, Llc |
Portfolio Value | $234,848 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 67,846 | $38,539 | 16.41% | |
2. | Proshares Tr - S&P 500 DV ARIST | 170,826 | $17,202 | 7.32% | |
3. | Victory Portfolios Ii | 413,589 | $14,620 | 6.23% | |
4. | Vanguard Whitehall Funds | 109,462 | $9,865 | 4.2% | |
5. | Indexiq Etf Trust | 332,001 | $9,784 | 4.17% |