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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Landmark Wealth Management, LLC

Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001728778-25-000002

Total Value
$225,571
Positions
75
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (75)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836365,268$35,16715.59%
2PROSHARES TR74348A467172,078$17,1307.59%
3SPDR INDEX SHS FDS78463X889447,741$15,2816.77%
4VICTORY PORTFOLIOS II92647X830374,693$12,7735.66%
5J P MORGAN EXCHANGE TRADED F46641Q670167,124$7,6993.41%
6VANGUARD WHITEHALL FDS92194681091,027$7,2813.23%
7T ROWE PRICE ETF INC87283Q800168,594$6,7382.99%
8VANGUARD MALVERN FDS92202075585,973$6,5332.90%
9FIRST TR EXCHNG TRADED FD VI33740F805141,393$6,0762.69%
10DOUBLELINE ETF TRUST25861R105132,116$5,9832.65%
11ISHARES TR4642872009,777$5,7552.55%
12FIDELITY MERRIMACK STR TR316188309123,267$5,5312.45%
13CAPITAL GRP FIXED INCM ETF T14020Y102244,915$5,4372.41%
14ISHARES TR46428780441,172$4,7442.10%
15PROSHARES TR74347B69868,865$4,6602.07%
16VANGUARD INTL EQUITY INDEX F92204285897,305$4,2851.90%
17ISHARES TR46428750765,635$4,0901.81%
18PROSHARES TR74347B68048,138$3,8831.72%
19J P MORGAN EXCHANGE TRADED F46641Q64774,576$3,7401.66%
20VANGUARD INTL EQUITY INDEX F92204271830,597$3,5031.55%
21FIRST TR EXCH TRADED FD III33739N10868,638$3,5011.55%
22INVESCO EXCH TRADED FD TR IIIVZ15,524$3,2671.45%
23FRANKLIN TEMPLETON ETF TRFGDL123,005$3,0591.36%
24AMERICAN CENTY ETF TR02507250557,211$2,8691.27%
25VANGUARD SPECIALIZED FUNDS92190884414,585$2,8561.27%
26CAPITAL GRP FIXED INCM ETF T14020Y201101,922$2,7441.22%
27APPLE INCAAPL10,575$2,6481.17%
28DIMENSIONAL ETF TRUST25434V84947,837$2,2851.01%
29FIRST TR EXCHANGE-TRADED FD33738D10160,962$2,1730.96%
30HARTFORD FDS EXCHANGE TRADED41653L50354,060$2,0900.93%
31VANGUARD TAX-MANAGED FDS92194385840,297$1,9270.85%
32SPDR INDEX SHS FDS78463X54136,811$1,8320.81%
33PIMCO ETF TR72201R86634,344$1,7770.79%
34SCHWAB STRATEGIC TR80852484781,013$1,7060.76%
35NEW YORK LIFE INVTS ACTIVE E45409F82768,916$1,6550.73%
36SSGA ACTIVE TR78470P70556,220$1,5470.69%
37VANGUARD INDEX FDS9229086295,442$1,4370.64%
38VANGUARD SCOTTSDALE FDS92206C7305,381$1,4350.64%
39ISHARES TR4642876224,338$1,3980.62%
40SPDR SER TR78464A85416,898$1,1650.52%
41ORACLE CORPORCL-PD6,788$1,1310.50%
42INVESCO QQQ TRIVZ2,049$1,0470.46%
43FRANKLIN TEMPLETON ETF TRFGDL41,151$1,0060.45%
44VANGUARD INDEX FDS9229087513,822$9180.41%
45PIMCO ETF TR72201R63518,832$8490.38%
46VANGUARD INDEX FDS9229086113,355$6650.29%
47AMAZON COM INCAMZN2,848$6250.28%
48ISHARES TR4642876141,473$5920.26%
49NVIDIA CORPORATIONNVDA3,892$5230.23%
50MICROSOFT CORPMSFT1,236$5210.23%
51SCHWAB STRATEGIC TR80852420119,594$4540.20%
52FIDELITY COMWLTH TR3159128085,905$4490.20%
53SPDR S&P 500 ETF TRSPY756$4430.20%
54ISHARES TR4642874655,730$4330.19%
55BLACKROCK ETF TRUST IIBLK17,815$4200.19%
56AMERICAN CENTY ETF TR0250726958,624$3980.18%
57ISHARES TR4642885216,620$3790.17%
58ALPHABET INCGOOG1,808$3420.15%
59SPDR INDEX SHS FDS78463X87111,049$3420.15%
60CONSOLIDATED EDISON INCED3,829$3420.15%
61VICTORY PORTFOLIOS II92647N6676,365$3240.14%
62ISHARES TR4642874993,623$3200.14%
63EXXON MOBIL CORPXOM2,878$3100.14%
64SPDR INDEX SHS FDS78463X5097,790$2990.13%
65BERKSHIRE HATHAWAY INC DELBRK-A624$2830.13%
66ISHARES TR46432F8423,931$2760.12%
67SPDR SER TR78464A8474,971$2720.12%
68MASTERCARD INCORPORATEDMA501$2640.12%
69SPDR SER TR78464A3002,917$2540.11%
70NEW YORK LIFE INVTS ACTIVE E45409F84310,463$2490.11%
71VANGUARD INDEX FDS9229085532,782$2480.11%
72ISHARES TR4642898593,176$2430.11%
73FIRST TR EXCH TRADED FD III33739P3014,924$2380.11%
74ISHARES TR4642898674,028$2310.10%
75J P MORGAN EXCHANGE TRADED F46641Q3323,833$2210.10%