Landmark Financial Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the fast-paced world of finance, keeping track of portfolio changes is crucial for investors and financial advisors alike. Landmark Financial Advisors, LLC recently released its Q1 2023 and Q2 2023 13F holdings, providing valuable insights into the shifting landscape of their investment portfolio. Let's take a closer look at the key changes made by Landmark Financial Advisors and how they may impact their clients.

Vanguard Tax-Managed Funds (VEA)

Landmark Financial Advisors increased their holdings of VEA by 2,041 shares, representing a 0.4% increase in value. With a total of 541,662 shares, valued at $25,013,000, VEA remains a strong part of their portfolio.

FlexShares TR (GUNR)

FlexShares TR experienced a significant increase in holdings by Landmark Financial Advisors. They added 72,939 shares, resulting in a 19.6% increase in value. GUNR now occupies a prominent position in their portfolio.

iShares TR (STIP)

STIP also saw a substantial increase in holdings by Landmark Financial Advisors. They acquired an additional 20,241 shares, representing a 13.7% increase in value. STIP's strong performance is likely a driving factor behind this decision.

Vanguard Index Funds (VOO)

Although Landmark Financial Advisors slightly decreased their holdings of VOO by 722 shares, the overall impact on value is minimal. VOO remains a significant part of their portfolio, with 36,781 shares valued at $14,980,000.

FlexShares TR (RAVI)

RAVI experienced a remarkable increase in holdings by Landmark Financial Advisors. They added 33,737 shares, resulting in a 22.9% increase in value. RAVI's strong performance and potential growth influenced this strategic decision.

FlexShares TR (NFRA)

Landmark Financial Advisors reduced their holdings of NFRA by 16,913 shares, representing a 7.6% decrease in value. This move may reflect shifting market trends and a reallocation of resources within their portfolio.

Dimensional ETF Trust (DFAT)

DFAT saw an increase in holdings by Landmark Financial Advisors. They added 10,217 shares, resulting in a 9.9% increase in value. DFAT's potential for growth and strong performance likely influenced this decision.

Vanguard Intl Equity Index F (VWO)

VWO experienced a substantial decrease in holdings by Landmark Financial Advisors. They reduced their holdings by 38,219 shares, resulting in a 15.9% decrease in value. This reduction may reflect a shift in investment strategy or market conditions.

Vanguard BD Index Funds (BND)

Landmark Financial Advisors slightly increased their holdings of BND by 2,831 shares, representing a 2.3% increase in value. BND remains an important part of their investment portfolio.

US Bancorp Del (USB)

USB saw a significant decrease in holdings by Landmark Financial Advisors. They reduced their holdings by 646 shares, resulting in an 8.2% decrease in value. This adjustment may reflect a reallocation of resources within their portfolio.

These are just a few of the notable changes in Landmark Financial Advisors' Q1 2023 and Q2 2023 holdings. It's important to note that these changes are a reflection of the evolving market and investment strategies. As always, investors should seek professional advice before making any investment decisions based on this information.