Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LANDMARK FINANCIAL ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
FLEXSHARES TR (33939L407)
|
709,691 |
$23,426k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
227,230 |
$18,876k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
238,512 |
$14,532k |
|
|
US BANCORP DEL (902973304)
|
270,916 |
$14,195k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
38,346 |
$10,320k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
237,568 |
$10,103k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
207,767 |
$8,665k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
81,615 |
$7,133k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
22,482 |
$6,587k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
30,928 |
$4,845k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
16,478 |
$3,475k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
105,021 |
$3,370k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
43,669 |
$3,065k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
61,922 |
$2,751k |
|
|
SCHWAB STRATEGIC T (808524862)
|
48,426 |
$2,449k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
21,518 |
$2,405k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
89,467 |
$2,347k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
36,896 |
$1,955k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
12,599 |
$1,890k |
|
|
ISHARES (464287465)
|
22,786 |
$1,497k |
|
|
Apple Inc (037833100)
|
7,357 |
$1,456k |
|
|
CINCINNATI FINL CORP (172062101)
|
13,466 |
$1,396k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
17,665 |
$1,262k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
23,564 |
$1,201k |
|
|
MICROSOFT CORP (594918104)
|
8,263 |
$1,107k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,097 |
$948k |
|
|
WALMART INC COM (931142103)
|
6,524 |
$720k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
5,491 |
$716k |
|
|
CISCO SYSTEMS INC (17275R102)
|
11,116 |
$608k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
7,452 |
$601k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
6,616 |
$594k |
|
|
ORACLE CORP (68389X105)
|
9,613 |
$547k |
|
|
MERCK & CO INC (58933Y105)
|
6,125 |
$513k |
|
|
ABBVIE INC (00287Y109)
|
6,335 |
$460k |
|
|
Exxon Mobil Corp (30231G102)
|
5,740 |
$439k |
|
|
Bank of America Corp. (060505104)
|
15,022 |
$435k |
|
|
ABBOTT LABS (002824100)
|
4,526 |
$380k |
|
|
UNITED PARCEL SERVIC (911312106)
|
3,654 |
$377k |
|
|
VANGUARD INTL EQUITY (922042718)
|
3,584 |
$377k |
|
|
Chevron Corp (166764100)
|
2,894 |
$360k |
|
|
BROWN FORMAN CORP (115637100)
|
6,270 |
$344k |
|
|
INTEL CORP (458140100)
|
7,072 |
$338k |
|
|
AT&T INC (00206R102)
|
10,063 |
$337k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,000 |
$334k |
|
|
3M CO (88579Y101)
|
1,922 |
$333k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
1,876 |
$332k |
|
|
CITIZENS FIRST CORP COM (17462Q107)
|
12,100 |
$310k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
5,751 |
$303k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,057 |
$286k |
|
|
CITIGROUP INC (172967424)
|
4,022 |
$281k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
4,500 |
$253k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,167 |
$240k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
7,279 |
$237k |
|
|
PROCTER & GAMBLE CO (742718109)
|
2,131 |
$233k |
|
|
MCDONALDS CORP (580135101)
|
1,083 |
$224k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,005 |
$214k |
|
|
PINNACLE FINL PARTNERS INC (72346Q104)
|
3,537 |
$203k |
|
|
GENERAL ELECTRIC CO (369604103)
|
16,712 |
$175k |
|
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