0001606587-17-000318.txt : 20170511
0001606587-17-000318.hdr.sgml : 20170511
20170511144029
ACCESSION NUMBER: 0001606587-17-000318
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170511
DATE AS OF CHANGE: 20170511
EFFECTIVENESS DATE: 20170511
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: 17833789
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
03-31-2017
03-31-2017
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
05-09-2017
0
52
134438
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M Company
COM
88579Y101
360
1883
SH
SOLE
None
0
0
1883
Abbott Laboratories
COM
002824100
200
4513
SH
SOLE
None
0
0
4513
AbbVie Inc.
COM
00287Y109
406
6223
SH
SOLE
None
0
0
6224
Apple Inc.
COM
037833100
1117
7773
SH
SOLE
None
0
0
7773
Bank Of America Corp
COM
060505104
262
11095
SH
SOLE
None
0
0
11095
Barclays Long Term Treasury
BLOOMBERG LNG TR
78464A664
4011
57501
SH
SOLE
None
0
0
57501
Chevron Corp.
COM
166764100
284
2645
SH
SOLE
None
0
0
2646
Cincinnati Financial Corp.
COM
172062101
973
13466
SH
SOLE
None
0
0
13466
Cisco Systems Inc.
COM
17275R102
449
13270
SH
SOLE
None
0
0
13270
Citigroup Inc
COM NEW
172967424
252
4213
SH
SOLE
None
0
0
4213
Citizens First Corp
COM
17462Q107
303
16174
SH
SOLE
None
0
0
16174
E.I. Du Pont De Nemours & Co
COM
263534109
241
3000
SH
SOLE
None
0
0
3000
Exxon Mobil Corporation
COM
30231G102
493
6013
SH
SOLE
None
0
0
6013
FlexShares Upstream Natural Resources
MORNSTAR UPSTR
33939L407
18523
628959
SH
SOLE
None
0
0
628959
General Electric Company
COM
369604103
608
20398
SH
SOLE
None
0
0
20398
Guggenheim S&P 500 Technology ETF
GUG S&P500EQWTTE
78355W817
253
2094
SH
SOLE
None
0
0
2094
Intel Corp
COM
458140100
232
6425
SH
SOLE
None
0
0
6425
International Business Machines
COM
459200101
214
1227
SH
SOLE
None
0
0
1228
iShares MSCI EAFE Index
MSCI EAFE ETF
464287465
1805
28974
SH
SOLE
None
0
0
28974
iShares Russell 2000 Index ETF
RUSSELL 2000 ETF
464287655
3030
22036
SH
SOLE
None
0
0
22036
Johnson & Johnson
COM
478160104
244
1955
SH
SOLE
None
0
0
1956
JP Morgan Chase & Co.
COM
46625H100
1823
20748
SH
SOLE
None
0
0
20749
Merck & Co Inc
COM
58933Y105
387
6093
SH
SOLE
None
0
0
6093
Microsoft Corp.
COM
594918104
618
9386
SH
SOLE
None
0
0
9386
Oracle Corporation
COM
68389X105
420
9413
SH
SOLE
None
0
0
9413
Pinnacle Financial Partners Inc.
COM
72346Q104
235
3537
SH
SOLE
None
0
0
3537
Schwab Emerging Markets Equity ETF
EMRG MKTEQ ETF
808524706
1909
79638
SH
SOLE
None
0
0
79638
Schwab International Equity ETF
INTL EQTY ETF
808524805
2582
86449
SH
SOLE
None
0
0
86449
Schwab U.S. Aggregate Bond ETF
US AGGREGATE B
808524839
1434
27694
SH
SOLE
None
0
0
27694
Schwab U.S. Large-Cap ETF
US LRG CAP ETF
808524201
1480
26299
SH
SOLE
None
0
0
26299
Schwab U.S. REIT ETF
US REIT ETF
808524847
607
14887
SH
SOLE
None
0
0
14887
Schwab U.S. Small Cap ETF
US SML CAP ETF
808524607
1446
22955
SH
SOLE
None
0
0
22955
Schwab U.S. TIPS ETF
US TIPS ETF
808524870
1158
20859
SH
SOLE
None
0
0
20859
SPDR S&P 500 Index
TR UNIT
78462F103
5958
25273
SH
SOLE
None
0
0
25273
U.S. Bancorp
COM NEW
902973304
14045
272709
SH
SOLE
None
0
0
272709
Vanguard Corporate Bond ETF
INT-TERM CORP
92206C870
1457
16869
SH
SOLE
None
0
0
16869
Vanguard FTSE All-World ex-US ETF
ALLWRLD EX US
922042775
1572
32857
SH
SOLE
None
0
0
32858
Vanguard FTSE Developed Markets ETF
FTSE DEV MKT ETF
921943858
6234
158616
SH
SOLE
None
0
0
158616
Vanguard FTSE Emerging Markets ETF
FTSE EMR MKT ETF
922042858
9421
237179
SH
SOLE
None
0
0
237180
Vanguard Information Technology ETF
INF TECH ETF
92204A702
3181
23456
SH
SOLE
None
0
0
23456
Vanguard Long-Term Government Bond ETF
LONG-TERM GOV
92206C847
16027
215017
SH
SOLE
None
0
0
215017
Vanguard Mid-Cap ETF
MID CAP ETF
922908629
404
2900
SH
SOLE
None
0
0
2900
Vanguard REIT Index ETF
REIT ETF
922908553
848
10271
SH
SOLE
None
0
0
10272
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
5027
23237
SH
SOLE
None
0
0
23238
Vanguard Short Term Corporate Bond ETF
SHRT TRM CORP BD
92206C409
1276
16003
SH
SOLE
None
0
0
16003
Vanguard Small Cap Value ETF
SM CP VAL ETF
922908611
295
2400
SH
SOLE
None
0
0
2400
Vanguard Small-Cap ETF
SMALL CP ETF
922908751
6336
47540
SH
SOLE
None
0
0
47540
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
12285
151519
SH
SOLE
None
0
0
151519
Vanguard Total International Stock ETF
VG TL INTL STK F
921909768
369
7433
SH
SOLE
None
0
0
7433
Vanguard Total Stock Market ETF
TOTAL STK MKT
922908769
545
4490
SH
SOLE
None
0
0
4490
Wal-Mart Stores Inc
COM
931142103
588
8160
SH
SOLE
None
0
0
8161