0001606587-17-000134.txt : 20170210 0001606587-17-000134.hdr.sgml : 20170210 20170210161854 ACCESSION NUMBER: 0001606587-17-000134 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170210 DATE AS OF CHANGE: 20170210 EFFECTIVENESS DATE: 20170210 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: 17593549 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 12-31-2016 12-31-2016 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 02-10-2017 0 54 125025 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M Company COM 88579Y101 335 1878 SH SOLE None 0 0 1878 AbbVie Inc. COM 00287Y109 390 6220 SH SOLE None 0 0 6220 Apple Inc. COM 037833100 966 8344 SH SOLE None 0 0 8344 Bank Of America Corp COM 060505104 252 11385 SH SOLE None 0 0 11385 Barclays Long Term Treasury BLOOMBERG LNG TR 78464A664 3202 46480 SH SOLE None 0 0 46480 Berkshire Hathaway Class B CL B NEW 084670702 212 1300 SH SOLE None 0 0 1300 Chevron Corp. COM 166764100 311 2645 SH SOLE None 0 0 2645 Cincinnati Financial Corp. COM 172062101 1020 13466 SH SOLE None 0 0 13466 Cisco Systems Inc. COM 17275R102 401 13264 SH SOLE None 0 0 13264 Citigroup Inc COM NEW 172967424 340 5715 SH SOLE None 0 0 5715 Citizens First Corp COM 17462Q107 291 16174 SH SOLE None 0 0 16174 E.I. Du Pont De Nemours & Co COM 263534109 220 3000 SH SOLE None 0 0 3000 Exxon Mobil Corporation COM 30231G102 581 6437 SH SOLE None 0 0 6437 FlexShares Upstream Natural Resources MORNSTAR UPSTR 33939L407 17593 613835 SH SOLE None 0 0 613835 General Electric Company COM 369604103 645 20398 SH SOLE None 0 0 20398 General Motors Co. COM 37045V100 434 12457 SH SOLE None 0 0 12457 Guggenheim S&P 500 Technology ETF GUG S&P500EQWTTE 78355W817 233 2152 SH SOLE None 0 0 2152 Intel Corp COM 458140100 234 6444 SH SOLE None 0 0 6444 International Business Machines COM 459200101 204 1227 SH SOLE None 0 0 1227 iShares MSCI EAFE Index MSCI EAFE ETF 464287465 1742 30174 SH SOLE None 0 0 30174 iShares Russell 2000 Index ETF RUSSELL 2000 ETF 464287655 2997 22224 SH SOLE None 0 0 22224 Johnson & Johnson COM 478160104 224 1948 SH SOLE None 0 0 1948 JP Morgan Chase & Co. COM 46625H100 1790 20749 SH SOLE None 0 0 20749 Merck & Co Inc COM 58933Y105 359 6093 SH SOLE None 0 0 6093 Microsoft Corp. COM 594918104 590 9501 SH SOLE None 0 0 9501 Oracle Corporation COM 68389X105 362 9413 SH SOLE None 0 0 9413 Pinnacle Financial Partners Inc. COM 72346Q104 245 3537 SH SOLE None 0 0 3537 Ruby Tuesday Inc COM 781182100 81 25000 SH SOLE None 0 0 25000 Schwab Emerging Markets Equity ETF EMRG MKTEQ ETF 808524706 1648 76448 SH SOLE None 0 0 76448 Schwab International Equity ETF INTL EQTY ETF 808524805 2276 82218 SH SOLE None 0 0 82218 Schwab U.S. Aggregate Bond ETF US AGGREGATE B 808524839 1497 29059 SH SOLE None 0 0 29059 Schwab U.S. Large-Cap ETF US LRG CAP ETF 808524201 1293 24276 SH SOLE None 0 0 24276 Schwab U.S. REIT ETF US REIT ETF 808524847 519 12640 SH SOLE None 0 0 12640 Schwab U.S. Small Cap ETF US SML CAP ETF 808524607 1303 21191 SH SOLE None 0 0 21191 Schwab U.S. TIPS ETF US TIPS ETF 808524870 783 14281 SH SOLE None 0 0 14281 SPDR S&P 500 Index TR UNIT 78462F103 5701 25506 SH SOLE None 0 0 25506 U.S. Bancorp COM NEW 902973304 14009 272709 SH SOLE None 0 0 272709 Vanguard Corporate Bond ETF INT-TERM CORP 92206C870 1788 20866 SH SOLE None 0 0 20866 Vanguard FTSE All-World ex-US ETF ALLWRLD EX US 922042775 1719 38913 SH SOLE None 0 0 38913 Vanguard FTSE Developed Markets ETF FTSE DEV MKT ETF 921943858 5870 160637 SH SOLE None 0 0 160637 Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF 922042858 8908 248979 SH SOLE None 0 0 248979 Vanguard Information Technology ETF INF TECH ETF 92204A702 3381 27831 SH SOLE None 0 0 27831 Vanguard Long-Term Government Bond ETF LONG-TERM GOV 92206C847 11808 160238 SH SOLE None 0 0 160238 Vanguard Mid-Cap ETF MID CAP ETF 922908629 382 2900 SH SOLE None 0 0 2900 Vanguard REIT Index ETF REIT ETF 922908553 764 9257 SH SOLE None 0 0 9257 Vanguard Russell 2000 Value ETF VNG RUS2000VAL 92206C649 212 2054 SH SOLE None 0 0 2054 Vanguard S&P 500 ETF S&P 500 ETF SHS 922908363 4491 21872 SH SOLE None 0 0 21872 Vanguard Short Term Corporate Bond ETF SHRT TRM CORP BD 92206C409 1466 18473 SH SOLE None 0 0 18473 Vanguard Small Cap Value ETF SM CP VAL ETF 922908611 290 2400 SH SOLE None 0 0 2400 Vanguard Small-Cap ETF SMALL CP ETF 922908751 5851 45374 SH SOLE None 0 0 45374 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 11051 136785 SH SOLE None 0 0 136785 Vanguard Total International Stock ETF VG TL INTL STK F 921909768 465 10136 SH SOLE None 0 0 10136 Vanguard Total Stock Market ETF TOTAL STK MKT 922908769 518 4490 SH SOLE None 0 0 4490 Wal-Mart Stores Inc COM 931142103 778 11258 SH SOLE None 0 0 11258