Landmark Wealth Management, LLC
Q1 2025 13F Holdings
- Locationmelville, NY
- Num holdings
75
- Value ($000)
$227
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001728778
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $35.49K | 16 % | 69,054 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $17.77K | 8 % | 173,860 | ||
VFLO VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $13.93K | 6 % | 406,462 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.44K | 4 % | 113,837 | ||
HFXI NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 | $9.11K | 4 % | 330,957 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $7.71K | 3 % | 164,002 | ||
TOTR T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 | $6.71K | 3 % | 165,237 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $6.52K | 3 % | 84,050 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.48K | 3 % | 61,936 | ||
FIXD FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | $6.11K | 3 % | 139,459 |
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