Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANDMARK FINANCIAL ADVISORS LLC | 02-09-2024 | 12-31-2023 | 91 | 277,863,251 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $26,407,777 | 551,311 | 0.01 | 0.01 | 6,493 | 1.19 | 12-31-2023 |
| FLEXSHARES TR | MORNSTAR UPSTR | 2 | $21,891,563 | 534,592 | 0.01 | 0.01 | -11,324 | -2.07 | 12-31-2023 |
| ISHARES TR | 0-5 YR TIPS ETF | 3 | $18,437,612 | 187,013 | 0.01 | 0.01 | 7,966 | 4.45 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $16,596,974 | 37,997 | 0.01 | 0.01 | 828 | 2.23 | 12-31-2023 |
