0001606587-22-001201.txt : 20220516
0001606587-22-001201.hdr.sgml : 20220516
20220516141944
ACCESSION NUMBER: 0001606587-22-001201
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220516
DATE AS OF CHANGE: 20220516
EFFECTIVENESS DATE: 20220516
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: 22927709
BUSINESS ADDRESS:
STREET 1: 1131 FAIRVIEW AVENUE
STREET 2: SUITE 203
CITY: BOWLING GREEN
STATE: KY
ZIP: 42103
BUSINESS PHONE: 270-782-9222
MAIL ADDRESS:
STREET 1: 1131 FAIRVIEW AVENUE
STREET 2: SUITE 203
CITY: BOWLING GREEN
STATE: KY
ZIP: 42103
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001641440
XXXXXXXX
03-31-2022
03-31-2022
false
Landmark Financial Advisors, LLC
1131 FAIRVIEW AVENUE
SUITE 203
BOWLING GREEN
KY
42103
13F HOLDINGS REPORT
028-16897
N
Brent Mason
President & CCO
270-782-9222
Brent Mason
BOWLING GREEN
KY
05-05-2022
0
84
208230
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
366
2463
SH
SOLE
None
0
0
2463
ABBOTT LABS
COM
002824100
591
4925
SH
SOLE
None
0
0
4925
ABBVIE INC
COM
00287Y109
1086
6951
SH
SOLE
None
0
0
6951
ALPHABET INC
CAP STK CL A
02079K305
977
397
SH
SOLE
None
0
0
397
AMAZON COM INC
COM
023135106
786
269
SH
SOLE
None
0
0
269
AMERICAN TOWER CORP NEW
COM
03027X100
669
2576
SH
SOLE
None
0
0
2576
AMGEN INC
COM
031162100
231
918
SH
SOLE
None
0
0
918
APPLE INC
COM
037833100
5074
31151
SH
SOLE
None
0
0
31151
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3260
9674
SH
SOLE
None
0
0
9674
BK OF AMERICA CORP
COM
060505104
673
18050
SH
SOLE
None
0
0
18050
CAMPING WORLD HLDGS INC
CL A
13462K109
786
30150
SH
SOLE
None
0
0
30150
CATERPILLAR INC
COM
149123101
390
1801
SH
SOLE
None
0
0
1801
CHEVRON CORP NEW
COM
166764100
664
4213
SH
SOLE
None
0
0
4213
CINCINNATI FINL CORP
COM
172062101
2390
17562
SH
SOLE
None
0
0
17562
CISCO SYS INC
COM
17275R102
626
12043
SH
SOLE
None
0
0
12043
COCA COLA CO
COM
191216100
220
3336
SH
SOLE
None
0
0
3336
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
357
4225
SH
SOLE
None
0
0
4225
COMCAST CORP NEW
CL A
20030N101
258
5645
SH
SOLE
None
0
0
5645
CVS HEALTH CORP
COM
126650100
387
3798
SH
SOLE
None
0
0
3798
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
5559
123501
SH
SOLE
None
0
0
123501
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
676
26377
SH
SOLE
None
0
0
26377
EATON CORP PLC
SHS
G29183103
265
1800
SH
SOLE
None
0
0
1800
EMERSON ELEC CO
COM
291011104
214
2316
SH
SOLE
None
0
0
2316
FLEXSHARES TR
STOXX GLOBR INF
33939L795
10845
192977
SH
SOLE
None
0
0
192977
FLEXSHARES TR
QUALT DIVD IDX
33939L860
434
7509
SH
SOLE
None
0
0
7509
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
18635
418761
SH
SOLE
None
0
0
418761
FLEXSHARES TR
READY ACC VARI
33939L886
3692
49381
SH
SOLE
None
0
0
49381
GERMAN AMERN BANCORP INC
COM
373865104
873
23603
SH
SOLE
None
0
0
23603
GILDAN ACTIVEWEAR INC
COM
375916103
623
17461
SH
SOLE
None
0
0
17461
HCA HEALTHCARE INC
COM
40412C101
306
1452
SH
SOLE
None
0
0
1452
HOME DEPOT INC
COM
437076102
382
1252
SH
SOLE
None
0
0
1252
INTEL CORP
COM
458140100
456
9693
SH
SOLE
None
0
0
9693
INTERNATIONAL BUSINESS MACHS
COM
459200101
355
2553
SH
SOLE
None
0
0
2553
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
513
1743
SH
SOLE
None
0
0
1743
ISHARES TR
MSCI EAFE ETF
464287465
961
13700
SH
SOLE
None
0
0
13700
ISHARES TR
RUSSELL 2000 ETF
464287655
374
1931
SH
SOLE
None
0
0
1931
ISHARES TR
0-5 YR TIPS ETF
46429B747
11524
110539
SH
SOLE
None
0
0
110539
JOHNSON & JOHNSON
COM
478160104
1338
7195
SH
SOLE
None
0
0
7195
JPMORGAN CHASE & CO
COM
46625H100
2480
19563
SH
SOLE
None
0
0
19563
LOCKHEED MARTIN CORP
COM
539830109
217
491
SH
SOLE
None
0
0
491
MERCK & CO INC
COM
58933Y105
658
7702
SH
SOLE
None
0
0
7702
MICROSOFT CORP
COM
594918104
2158
7687
SH
SOLE
None
0
0
7687
MID-AMER APT CMNTYS INC
COM
59522J103
1511
7371
SH
SOLE
None
0
0
7371
MONDELEZ INTL INC
CL A
609207105
466
7081
SH
SOLE
None
0
0
7081
ORACLE CORP
COM
68389X105
884
11488
SH
SOLE
None
0
0
11488
PEPSICO INC
COM
713448108
255
1470
SH
SOLE
None
0
0
1470
PFIZER INC
COM
717081103
306
6248
SH
SOLE
None
0
0
6248
PINNACLE FINL PARTNERS INC
COM
72346Q104
334
4107
SH
SOLE
None
0
0
4107
PROCTER AND GAMBLE CO
COM
742718109
294
1808
SH
SOLE
None
0
0
1808
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
269
2702
SH
SOLE
None
0
0
2702
SCHWAB STRATEGIC TR
US REIT ETF
808524847
618
24443
SH
SOLE
None
0
0
24443
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
866
17730
SH
SOLE
None
0
0
17730
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
681
15100
SH
SOLE
None
0
0
15100
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
766
29423
SH
SOLE
None
0
0
29423
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
425
8626
SH
SOLE
None
0
0
8626
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1882
53909
SH
SOLE
None
0
0
53909
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1907
37415
SH
SOLE
None
0
0
37415
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5904
13778
SH
SOLE
None
0
0
13778
SYNTHETIC BIOLOGICS INC
COM NEW
87164U201
6
24200
SH
SOLE
None
0
0
24200
TE CONNECTIVITY LTD
SHS
H84989104
354
2845
SH
SOLE
None
0
0
2845
UNITED PARCEL SERVICE INC
CL B
911312106
639
3367
SH
SOLE
None
0
0
3367
UNITEDHEALTH GROUP INC
COM
91324P102
244
465
SH
SOLE
None
0
0
465
US BANCORP DEL
COM NEW
902973304
13796
271356
SH
SOLE
None
0
0
271356
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
256
3313
SH
SOLE
None
0
0
3313
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
10673
139007
SH
SOLE
None
0
0
139007
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
865
17540
SH
SOLE
None
0
0
17540
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
12604
32005
SH
SOLE
None
0
0
32005
VANGUARD INDEX FDS
VALUE ETF
922908744
201
1387
SH
SOLE
None
0
0
1387
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
675
3950
SH
SOLE
None
0
0
3950
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
5698
52044
SH
SOLE
None
0
0
52044
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3769
18526
SH
SOLE
None
0
0
18526
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
4168
26834
SH
SOLE
None
0
0
26834
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
475
2203
SH
SOLE
None
0
0
2203
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
17456
404720
SH
SOLE
None
0
0
404720
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
797
14602
SH
SOLE
None
0
0
14602
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
5118
86724
SH
SOLE
None
0
0
86724
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
691
8960
SH
SOLE
None
0
0
8960
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
212
2571
SH
SOLE
None
0
0
2571
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
22528
493176
SH
SOLE
None
0
0
493176
VANGUARD WHITEHALL FDS
EMERG MKT BD ETF
921946885
1829
27485
SH
SOLE
None
0
0
27485
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2358
6226
SH
SOLE
None
0
0
6226
VERIZON COMMUNICATIONS INC
COM
92343V104
323
6420
SH
SOLE
None
0
0
6420
WALMART INC
COM
931142103
1099
7005
SH
SOLE
None
0
0
7005
WP CAREY INC
COM
92936U109
699
8253
SH
SOLE
None
0
0
8253