13F COMBINATION REPORT
LANDMARK WEALTH MANAGEMENT, INC.
Quarter ended Q1 2024 · Filed April 18, 2024 · Accession 0001085146-24-001903
Total Value
$9.7M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 29,577 | $5.1M | 52.22% |
| 2 | SPDR S&P 500 ETF TR | SPY | 2,647 | $1.4M | 14.25% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,024 | $1.3M | 13.09% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.3M | 13.06% |
| 5 | VANGUARD INDEX FDS | 922908736 | 1,432 | $493,018 | 5.08% |
| 6 | WALMART INC | WMT | 3,711 | $223,291 | 2.30% |