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Landmark Financial Advisors, LLC Buys Vanguard FTSE Developed Markets ETF, Vanguard FTSE ...

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·7 min read
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Investment company Landmark Financial Advisors, LLC (Current Portfolio) buys Vanguard FTSE Developed Markets ETF, Vanguard FTSE Emerging Markets ETF, FlexShares Global Upstream Natural Resources Index, Mid-America Apartment Communities Inc, Vanguard Extended Market Index ETF, sells Vanguard Mid-Cap ETF, Vanguard Total Stock Market ETF, Citigroup Inc, AT&T Inc, Schwab Short-Term U.S. Treasury ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Landmark Financial Advisors, LLC. As of 2021Q4, Landmark Financial Advisors, LLC owns 85 stocks with a total value of $225 million. These are the details of the buys and sells.

  • New Purchases: MAA, DFAT, VWOB, GIL, VUSB, MDLZ, HD, CTSH, HCA, PFE, PEP, SHOP, BSV, ALGN, PG, CMCSA, SBUX, RTX, GE, VTV, NFLX, EMR, CBRE, SYN,

  • Added Positions: VEA, VWO, GUNR, VXF, STIP, NFRA, JNJ, CINF, VNQ, AMT, MRK, ORCL, AAPL, GABC, AMZN, IBM, BAC, VZ, WMT, CAT, CVX, ABT, GOOGL, CVS, RYH, MSFT, MMM, INTC, TEL, UPS, CSCO, ABBV,

  • Reduced Positions: BND, VGSH, SCHX, RAVI, SPY, VGT, VTI, SCHO, SCHF, SCHZ, VCSH, VB, VCIT, SCHE, BRK.B, SCHA, SCHH, IWM, VBR, VEU, EFA,

  • Sold Out: VO, C, T, TFC, TSLA, KD,


For the details of Landmark Financial Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/landmark+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Landmark Financial Advisors, LLC

  1. Vanguard FTSE Developed Markets ETF (VEA) - 535,591 shares, 12.17% of the total portfolio. Shares added by 37.10%

  2. Vanguard FTSE Emerging Markets ETF (VWO) - 484,273 shares, 10.66% of the total portfolio. Shares added by 33.66%

  3. FlexShares Global Upstream Natural Resources Index (GUNR) - 411,749 shares, 7.23% of the total portfolio. Shares added by 25.33%

  4. U.S. Bancorp (USB) - 272,937 shares, 6.82% of the total portfolio. Shares added by 0.18%

  5. Vanguard S&P 500 ETF (VOO) - 30,270 shares, 5.88% of the total portfolio. Shares added by 0.87%

New Purchase: Mid-America Apartment Communities Inc (MAA)

Landmark Financial Advisors, LLC initiated holding in Mid-America Apartment Communities Inc. The purchase prices were between $189.67 and $229.44, with an estimated average price of $207.31. The stock is now traded at around $198.990000. The impact to a portfolio due to this purchase was 0.61%. The holding were 6,024 shares as of 2021-12-31.

New Purchase: Dimensional U.S. Targeted Value ETF (DFAT)

Landmark Financial Advisors, LLC initiated holding in Dimensional U.S. Targeted Value ETF. The purchase prices were between $44.48 and $49.03, with an estimated average price of $46.72. The stock is now traded at around $44.960000. The impact to a portfolio due to this purchase was 0.57%. The holding were 27,061 shares as of 2021-12-31.

New Purchase: Vanguard Emerging Markets Government Bond ETF (VWOB)

Landmark Financial Advisors, LLC initiated holding in Vanguard Emerging Markets Government Bond ETF. The purchase prices were between $75.34 and $78.19, with an estimated average price of $77.1. The stock is now traded at around $74.440000. The impact to a portfolio due to this purchase was 0.48%. The holding were 13,881 shares as of 2021-12-31.

New Purchase: Gildan Activewear Inc (GIL)

Landmark Financial Advisors, LLC initiated holding in Gildan Activewear Inc. The purchase prices were between $35.29 and $43.1, with an estimated average price of $39.73. The stock is now traded at around $38.780000. The impact to a portfolio due to this purchase was 0.47%. The holding were 24,783 shares as of 2021-12-31.

New Purchase: Vanguard Ultra-Short Bond ETF (VUSB)

Landmark Financial Advisors, LLC initiated holding in Vanguard Ultra-Short Bond ETF. The purchase prices were between $49.92 and $50.09, with an estimated average price of $50.01. The stock is now traded at around $49.840000. The impact to a portfolio due to this purchase was 0.38%. The holding were 17,190 shares as of 2021-12-31.

New Purchase: Mondelez International Inc (MDLZ)

Landmark Financial Advisors, LLC initiated holding in Mondelez International Inc. The purchase prices were between $58.07 and $66.37, with an estimated average price of $61.81. The stock is now traded at around $66.620000. The impact to a portfolio due to this purchase was 0.2%. The holding were 6,759 shares as of 2021-12-31.

Added: Vanguard FTSE Developed Markets ETF (VEA)

Landmark Financial Advisors, LLC added to a holding in Vanguard FTSE Developed Markets ETF by 37.10%. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. The stock is now traded at around $48.420000. The impact to a portfolio due to this purchase was 3.29%. The holding were 535,591 shares as of 2021-12-31.

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Landmark Financial Advisors, LLC added to a holding in Vanguard FTSE Emerging Markets ETF by 33.66%. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $48.480000. The impact to a portfolio due to this purchase was 2.68%. The holding were 484,273 shares as of 2021-12-31.

Added: FlexShares Global Upstream Natural Resources Index (GUNR)

Landmark Financial Advisors, LLC added to a holding in FlexShares Global Upstream Natural Resources Index by 25.33%. The purchase prices were between $36.93 and $39.75, with an estimated average price of $38.69. The stock is now traded at around $41.070000. The impact to a portfolio due to this purchase was 1.46%. The holding were 411,749 shares as of 2021-12-31.

Added: Vanguard Extended Market Index ETF (VXF)

Landmark Financial Advisors, LLC added to a holding in Vanguard Extended Market Index ETF by 34.42%. The purchase prices were between $174.85 and $199.17, with an estimated average price of $187.39. The stock is now traded at around $157.220000. The impact to a portfolio due to this purchase was 0.6%. The holding were 28,977 shares as of 2021-12-31.

Added: Johnson & Johnson (JNJ)

Landmark Financial Advisors, LLC added to a holding in Johnson & Johnson by 145.52%. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $168.380000. The impact to a portfolio due to this purchase was 0.32%. The holding were 7,044 shares as of 2021-12-31.

Added: Cincinnati Financial Corp (CINF)

Landmark Financial Advisors, LLC added to a holding in Cincinnati Financial Corp by 24.32%. The purchase prices were between $110.01 and $126.18, with an estimated average price of $118.27. The stock is now traded at around $114.980000. The impact to a portfolio due to this purchase was 0.17%. The holding were 17,562 shares as of 2021-12-31.

Sold Out: Vanguard Mid-Cap ETF (VO)

Landmark Financial Advisors, LLC sold out a holding in Vanguard Mid-Cap ETF. The sale prices were between $236.12 and $260.25, with an estimated average price of $250.07.

Sold Out: Citigroup Inc (C)

Landmark Financial Advisors, LLC sold out a holding in Citigroup Inc. The sale prices were between $58.28 and $72.53, with an estimated average price of $66.33.

Sold Out: AT&T Inc (T)

Landmark Financial Advisors, LLC sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.

Sold Out: Truist Financial Corp (TFC)

Landmark Financial Advisors, LLC sold out a holding in Truist Financial Corp. The sale prices were between $55.67 and $65.14, with an estimated average price of $61.08.

Sold Out: Tesla Inc (TSLA)

Landmark Financial Advisors, LLC sold out a holding in Tesla Inc. The sale prices were between $780.59 and $1229.91, with an estimated average price of $1012.35.

Sold Out: Kyndryl Holdings Inc (KD)

Landmark Financial Advisors, LLC sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.



Here is the complete portfolio of Landmark Financial Advisors, LLC. Also check out:

1. Landmark Financial Advisors, LLC's Undervalued Stocks

2. Landmark Financial Advisors, LLC's Top Growth Companies, and

3. Landmark Financial Advisors, LLC's High Yield stocks

4. Stocks that Landmark Financial Advisors, LLC keeps buyingThis article first appeared on GuruFocus.