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Funding firm Landmark Monetary Advisors, LLC (Present Portfolio) buys iShares Zero-5 Yr TIPS Bond, Vanguard Prolonged Market, Apple Inc, American Tower Corp, sells Vanguard Actual Property, Vanguard Brief-Time period Authorities Bond ETF, Schwab Brief-Time period U.S. Treasury, Schwab U.S. REIT, Schwab U.S. TIPs in the course of the Three-months ended 2020Q2, in response to the latest filings of the funding firm, Landmark Monetary Advisors, LLC. As of 2020Q2, Landmark Monetary Advisors, LLC owns 57 shares with a complete worth of $139 million. These are the main points of the buys and sells.
- Added Positions: STIP, VEA, VXF, AAPL, AMT, CINF, CWH, VCSH, CVX,
- Lowered Positions: VNQ, VGSH, GUNR, VOO, VWO, VGT, SCHO, SCHH, SPY, VB, BND, SCHX, SCHE, SCHF, MSFT, SCHA, VEU, SCHZ, EFA, VTI, IWM, VBR, MRK, GOOGL, AMZN, T, TEL, MMM,
- Offered Out: SCHP, HCA, RYT, CXW, XOM, PG,
For the main points of Landmark Monetary Advisors, LLC’s inventory buys and sells,
go to https://www.gurufocus.com/guru/landmark+monetary+advisorspercent2C+llc/current-portfolio/portfolio
These are the highest 5 holdings of Landmark Monetary Advisors, LLC
- Vanguard Whole Bond Market ETF (BND) – 168,203 shares, 10.65% of the whole portfolio. Shares lowered by 2.37%
- FlexShares World Upstream Pure Assets Index (GUNR) – 420,408 shares, eight.46% of the whole portfolio. Shares lowered by 17.41%
- Vanguard FTSE Developed Markets (VEA) – 290,311 shares, eight.32% of the whole portfolio. Shares added by 10.17%
- Vanguard S&P 500 (VOO) – 35,303 shares, 7.37% of the whole portfolio. Shares lowered by 11.49%
- U.S. Bancorp (USB) – 272,Zero97 shares, 7.18% of the whole portfolio. Shares added by Zero.31%
Added: iShares Zero-5 Yr TIPS Bond (STIP)
Landmark Monetary Advisors, LLC added to a holding in iShares Zero-5 Yr TIPS Bond by 172.24%. The acquisition costs have been between $99.85 and $102.42, with an estimated common value of $101.43. The inventory is now traded at round $102.73. The impression to a portfolio resulting from this buy was 2.95%. The holding have been 63,323 shares as of .
Added: Vanguard Prolonged Market (VXF)
Landmark Monetary Advisors, LLC added to a holding in Vanguard Prolonged Market by 32.74%. The acquisition costs have been between $83.41 and $125.14, with an estimated common value of $106.99. The inventory is now traded at round $123.50. The impression to a portfolio resulting from this buy was Zero.41%. The holding have been 19,326 shares as of .
Added: Apple Inc (AAPL)
Landmark Monetary Advisors, LLC added to a holding in Apple Inc by 22.94%. The acquisition costs have been between $240.91 and $366.53, with an estimated common value of $308.62. The inventory is now traded at round $385.98. The impression to a portfolio resulting from this buy was Zero.34%. The holding have been 6,871 shares as of .
Added: American Tower Corp (AMT)
Landmark Monetary Advisors, LLC added to a holding in American Tower Corp by 54.55%. The acquisition costs have been between $206.97 and $267.39, with an estimated common value of $247.05. The inventory is now traded at round $259.05. The impression to a portfolio resulting from this buy was Zero.08%. The holding have been 1,275 shares as of .
Offered Out: Schwab U.S. TIPs (SCHP)
Landmark Monetary Advisors, LLC bought out a holding in Schwab U.S. TIPs. The sale costs have been between $57.51 and $60.12, with an estimated common value of $59.22.
Offered Out: HCA Healthcare Inc (HCA)
Landmark Monetary Advisors, LLC bought out a holding in HCA Healthcare Inc. The sale costs have been between $81.83 and $118.04, with an estimated common value of $103.85.
Offered Out: Invesco S&P 500 Equal Weight Expertise (RYT)
Landmark Monetary Advisors, LLC bought out a holding in Invesco S&P 500 Equal Weight Expertise. The sale costs have been between $151.58 and $208.58, with an estimated common value of $184.75.
Offered Out: Exxon Mobil Corp (XOM)
Landmark Monetary Advisors, LLC bought out a holding in Exxon Mobil Corp. The sale costs have been between $37.53 and $54.74, with an estimated common value of $44.72.
Offered Out: CoreCivic Inc (CXW)
Landmark Monetary Advisors, LLC bought out a holding in CoreCivic Inc. The sale costs have been between $eight.98 and $14.16, with an estimated common value of $11.four.
Offered Out: Procter & Gamble Co (PG)
Landmark Monetary Advisors, LLC bought out a holding in Procter & Gamble Co. The sale costs have been between $109.33 and $124.69, with an estimated common value of $116.42.
Right here is the whole portfolio of Landmark Monetary Advisors, LLC. Additionally try:
1. Landmark Monetary Advisors, LLC’s Undervalued Shares
2. Landmark Monetary Advisors, LLC’s Prime Progress Corporations, and
Three. Landmark Monetary Advisors, LLC’s Excessive Yield shares
four. Shares that Landmark Monetary Advisors, LLC retains shopping for
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