0001606587-17-000512.txt : 20170811
0001606587-17-000512.hdr.sgml : 20170811
20170811162218
ACCESSION NUMBER: 0001606587-17-000512
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170811
DATE AS OF CHANGE: 20170811
EFFECTIVENESS DATE: 20170811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Landmark Financial Advisors, LLC
CENTRAL INDEX KEY: 0001641440
IRS NUMBER: 611389994
STATE OF INCORPORATION: KY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16897
FILM NUMBER: 171025413
BUSINESS ADDRESS:
STREET 1: 911 COLLEGE STREET
STREET 2: SUITE 301
CITY: BOWLING GREEN
STATE: KY
ZIP: 42101
BUSINESS PHONE: 270-782-9222
MAIL ADDRESS:
STREET 1: 911 COLLEGE STREET
STREET 2: SUITE 301
CITY: BOWLING GREEN
STATE: KY
ZIP: 42101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001641440
XXXXXXXX
06-30-2017
06-30-2017
false
Landmark Financial Advisors, LLC
911 College Street
Suite 301
Bowling Green
KY
42101
13F HOLDINGS REPORT
028-16897
N
Brent Mason
President & CCO
270-782-9222
Brent Mason
Bowling Green
KY
08-11-2017
0
54
139235
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M Company
COM
88579Y101
392
1887
SH
SOLE
None
0
0
1887
Abbott Laboratories
COM
002824100
219
4515
SH
SOLE
None
0
0
4515
AbbVie Inc.
COM
00287Y109
451
6226
SH
SOLE
None
0
0
6226
Apple Inc.
COM
037833100
1113
7731
SH
SOLE
None
0
0
7731
Bank Of America Corp
COM
060505104
269
11117
SH
SOLE
None
0
0
11117
Barclays Long Term Treasury
BLOOMBERG LNG TR
78464A664
4375
60680
SH
SOLE
None
0
0
60680
Berkshire Hathaway Class B
CL B NEW
084670702
200
1182
SH
SOLE
None
0
0
1182
Chevron Corp.
COM
166764100
276
2645
SH
SOLE
None
0
0
2645
Cincinnati Financial Corp.
COM
172062101
975
13466
SH
SOLE
None
0
0
13466
Cisco Systems Inc.
COM
17275R102
415
13276
SH
SOLE
None
0
0
13276
Citigroup Inc
COM NEW
172967424
298
4463
SH
SOLE
None
0
0
4463
Citizens First Corp
COM
17462Q107
350
16174
SH
SOLE
None
0
0
16174
E.I. Du Pont De Nemours & Co
COM
263534109
242
3000
SH
SOLE
None
0
0
3000
Exxon Mobil Corporation
COM
30231G102
469
5819
SH
SOLE
None
0
0
5819
FlexShares Upstream Natural Resources
MORNSTAR UPSTR
33939L407
19127
669488
SH
SOLE
None
0
0
669488
General Electric Company
COM
369604103
551
20423
SH
SOLE
None
0
0
20423
Guggenheim S&P 500 Health Care ETF
GUG S&P500EQWTHC
78355W841
236
1360
SH
SOLE
None
0
0
1360
Guggenheim S&P 500 Technology ETF
GUG S&P500EQWTTE
78355W817
266
2132
SH
SOLE
None
0
0
2132
Intel Corp
COM
458140100
216
6425
SH
SOLE
None
0
0
6425
iShares MSCI EAFE Index
MSCI EAFE ETF
464287465
1820
27929
SH
SOLE
None
0
0
27929
iShares Russell 2000 Index ETF
RUSSELL 2000 ETF
464287655
3105
22036
SH
SOLE
None
0
0
22036
Johnson & Johnson
COM
478160104
259
1962
SH
SOLE
None
0
0
1962
JP Morgan Chase & Co.
COM
46625H100
1917
20979
SH
SOLE
None
0
0
20979
Merck & Co Inc
COM
58933Y105
390
6093
SH
SOLE
None
0
0
6093
Microsoft Corp.
COM
594918104
647
9390
SH
SOLE
None
0
0
9390
Oracle Corporation
COM
68389X105
471
9413
SH
SOLE
None
0
0
9413
Pinnacle Financial Partners Inc.
COM
72346Q104
222
3537
SH
SOLE
None
0
0
3537
Schwab Emerging Markets Equity ETF
EMRG MKTEQ ETF
808524706
1962
78960
SH
SOLE
None
0
0
78960
Schwab International Equity ETF
INTL EQTY ETF
808524805
2770
87184
SH
SOLE
None
0
0
87184
Schwab U.S. Aggregate Bond ETF
US AGGREGATE B
808524839
1324
25357
SH
SOLE
None
0
0
25357
Schwab U.S. Large-Cap ETF
US LRG CAP ETF
808524201
1593
27581
SH
SOLE
None
0
0
27581
Schwab U.S. REIT ETF
US REIT ETF
808524847
786
19080
SH
SOLE
None
0
0
19080
Schwab U.S. Small Cap ETF
US SML CAP ETF
808524607
1623
25399
SH
SOLE
None
0
0
25399
Schwab U.S. TIPS ETF
US TIPS ETF
808524870
1287
23375
SH
SOLE
None
0
0
23375
SPDR S&P 500 Index
TR UNIT
78462F103
6032
24950
SH
SOLE
None
0
0
24950
United Parcel Service
CL B
911312106
549
4973
SH
SOLE
None
0
0
4973
U.S. Bancorp
COM NEW
902973304
14158
272690
SH
SOLE
None
0
0
272690
Vanguard Corporate Bond ETF
INT-TERM CORP
92206C870
1460
16686
SH
SOLE
None
0
0
16686
Vanguard FTSE All-World ex-US ETF
ALLWRLD EX US
922042775
1599
31967
SH
SOLE
None
0
0
31967
Vanguard FTSE Developed Markets ETF
FTSE DEV MKT ETF
921943858
6757
163531
SH
SOLE
None
0
0
163531
Vanguard FTSE Emerging Markets ETF
FTSE EMR MKT ETF
922042858
9504
232786
SH
SOLE
None
0
0
232786
Vanguard Information Technology ETF
INF TECH ETF
92204A702
3109
22081
SH
SOLE
None
0
0
22081
Vanguard Long-Term Government Bond ETF
LONG-TERM GOV
92206C847
16978
220268
SH
SOLE
None
0
0
220268
Vanguard Mid-Cap ETF
MID CAP ETF
922908629
413
2900
SH
SOLE
None
0
0
2900
Vanguard REIT Index ETF
REIT ETF
922908553
972
11686
SH
SOLE
None
0
0
11686
Vanguard Russell 2000 Value ETF
VNG RUS2000VAL
92206C649
211
2054
SH
SOLE
None
0
0
2054
Vanguard S&P 500 ETF
S&P 500 ETF SHS
922908363
5290
23824
SH
SOLE
None
0
0
23824
Vanguard Short Term Corporate Bond ETF
SHRT TRM CORP BD
92206C409
1008
12595
SH
SOLE
None
0
0
12595
Vanguard Small Cap Value ETF
SM CP VAL ETF
922908611
294
2400
SH
SOLE
None
0
0
2400
Vanguard Small-Cap ETF
SMALL CP ETF
922908751
6677
49263
SH
SOLE
None
0
0
49263
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
12125
148179
SH
SOLE
None
0
0
148179
Vanguard Total International Stock ETF
VG TL INTL STK F
921909768
375
7233
SH
SOLE
None
0
0
7233
Vanguard Total Stock Market ETF
TOTAL STK MKT
922908769
558
4490
SH
SOLE
None
0
0
4490
Wal-Mart Stores Inc
COM
931142103
550
7271
SH
SOLE
None
0
0
7271