Portfolio (Quarterly)
Guide ↗
LANDMARK WEALTH MANAGEMENT, INC.
· CIK 0001985016| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SPAB | SPDR SERIES TRUST | — | 11,950.0 | $305K | 0.10% | NEW | — | $25.52 | -2.3% |
| 42 | DFAE | DIMENSIONAL ETF TRUST | — | 7,050.0 | $283K | 0.09% | NEW | — | $40.21 | -1.5% |
| 43 | AVEM | AMERICAN CENTY ETF TR | — | 2,418.0 | $233K | 0.08% | NEW | — | $96.49 | -2.3% |
| 44 | XLRE | SELECT SECTOR SPDR TR | — | 4,701.0 | $207K | 0.07% | NEW | — | $44.03 | +0.0% |
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
Financial Services
74.7%
Technology
22.9%
Industrials
1.5%
Consumer Defensive
1.0%