Portfolio (Quarterly)
Guide ↗
Landmark Wealth Management, LLC
· CIK 0001728778| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 4,439.0 | $254K | 0.10% | NEW | — | $57.24 | -2.1% |
| 82 | FMHI | FIRST TR EXCH TRADED FD III | — | 5,235.0 | $251K | 0.10% | NEW | — | $47.93 | +1.0% |
| 83 | IWM | ISHARES TR | — | 956.0 | $235K | 0.09% | NEW | — | $246.25 | +21.4% |
| 84 | DGRO | ISHARES TR | — | 3,191.0 | $222K | 0.09% | NEW | — | $69.43 | +8.7% |
| 85 | JMHI | J P MORGAN EXCHANGE TRADED F | — | 4,334.0 | $218K | 0.08% | NEW | — | $50.24 | +0.3% |
| 86 | JHMU | JOHN HANCOCK EXCHANGE TRADED | — | 8,323.0 | $218K | 0.08% | NEW | — | $26.16 | +0.9% |
| 87 | MOAT | VANECK ETF TRUST | — | 2,039.0 | $211K | 0.08% | NEW | — | $103.56 | -1.4% |
| 88 | NANR | SPDR INDEX SHS FDS | — | 3,045.0 | $207K | 0.08% | NEW | — | $67.83 | +12.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
51.3%
Financial Services
23.6%
Communication Services
9.0%
Consumer Cyclical
7.5%
Utilities
4.5%
Energy
4.1%