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 INDEX FDS | SM CP VAL ETF | 51 | $666,069 | 3,701 | 0.00 | 0.00 | -4 | -0.11 | 12-31-2023 |
| CISCO SYS INC | COM | 52 | $654,802 | 12,961 | 0.00 | 0.00 | 200 | 1.57 | 12-31-2023 |
| ABBOTT LABS | COM | 53 | $641,575 | 5,829 | 0.00 | 0.00 | 117 | 2.05 | 12-31-2023 |
| MONDELEZ INTL INC | CL A | 54 | $628,548 | 8,678 | 0.00 | 0.00 | 224 | 2.65 | 12-31-2023 |
