0001606587-17-000614.txt : 20171103
0001606587-17-000614.hdr.sgml : 20171103
20171103092349
ACCESSION NUMBER: 0001606587-17-000614
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171103
DATE AS OF CHANGE: 20171103
EFFECTIVENESS DATE: 20171103
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: 171174813
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
09-30-2017
09-30-2017
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
11-02-2017
0
52
148026
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M Company
COM
88579Y101
397
1891
SH
SOLE
None
0
0
1892
Abbott Laboratories
COM
002824100
241
4516
SH
SOLE
None
0
0
4517
AbbVie Inc.
COM
00287Y109
554
6229
SH
SOLE
None
0
0
6230
Apple Inc.
COM
037833100
1171
7601
SH
SOLE
None
0
0
7601
Bank Of America Corp
COM
060505104
282
11138
SH
SOLE
None
0
0
11138
Barclays Long Term Treasury
BLOOMBERG LNG TR
78464A664
4901
68083
SH
SOLE
None
0
0
68083
Berkshire Hathaway Class B
CL B NEW
084670702
206
1125
SH
SOLE
None
0
0
1125
Chevron Corp.
COM
166764100
311
2645
SH
SOLE
None
0
0
2646
Cincinnati Financial Corp.
COM
172062101
1031
13466
SH
SOLE
None
0
0
13466
Cisco Systems Inc.
COM
17275R102
459
13638
SH
SOLE
None
0
0
13638
Citigroup Inc
COM NEW
172967424
288
3963
SH
SOLE
None
0
0
3963
Citizens First Corp
COM
17462Q107
380
15924
SH
SOLE
None
0
0
15924
Exxon Mobil Corporation
COM
30231G102
478
5825
SH
SOLE
None
0
0
5825
FlexShares Upstream Natural Resources
MORNSTAR UPSTR
33939L407
22098
709394
SH
SOLE
None
0
0
709394
General Electric Company
COM
369604103
498
20577
SH
SOLE
None
0
0
20577
Guggenheim S&P 500 Health Care ETF
GUG S&P500EQWTHC
78355W841
269
1534
SH
SOLE
None
0
0
1534
Guggenheim S&P 500 Technology ETF
GUG S&P500EQWTTE
78355W817
289
2137
SH
SOLE
None
0
0
2137
Intel Corp
COM
458140100
245
6425
SH
SOLE
None
0
0
6425
iShares MSCI EAFE Index
MSCI EAFE ETF
464287465
1880
27457
SH
SOLE
None
0
0
27457
iShares Russell 2000 Index ETF
RUSSELL 2000 ETF
464287655
3206
21636
SH
SOLE
None
0
0
21636
Johnson & Johnson
COM
478160104
256
1968
SH
SOLE
None
0
0
1968
JP Morgan Chase & Co.
COM
46625H100
2004
20979
SH
SOLE
None
0
0
20980
Merck & Co Inc
COM
58933Y105
390
6093
SH
SOLE
None
0
0
6093
Microsoft Corp.
COM
594918104
700
9395
SH
SOLE
None
0
0
9395
Oracle Corporation
COM
68389X105
455
9413
SH
SOLE
None
0
0
9413
Pinnacle Financial Partners Inc.
COM
72346Q104
237
3537
SH
SOLE
None
0
0
3537
Schwab Emerging Markets Equity ETF
EMRG MKTEQ ETF
808524706
1969
73183
SH
SOLE
None
0
0
73183
Schwab International Equity ETF
INTL EQTY ETF
808524805
2931
87565
SH
SOLE
None
0
0
87565
Schwab U.S. Aggregate Bond ETF
US AGGREGATE B
808524839
1323
25266
SH
SOLE
None
0
0
25266
Schwab U.S. Large-Cap ETF
US LRG CAP ETF
808524201
1768
29455
SH
SOLE
None
0
0
29455
Schwab U.S. REIT ETF
US REIT ETF
808524847
1042
25337
SH
SOLE
None
0
0
25337
Schwab U.S. Small Cap ETF
US SML CAP ETF
808524607
2057
30527
SH
SOLE
None
0
0
30527
Schwab U.S. TIPS ETF
US TIPS ETF
808524870
1850
33472
SH
SOLE
None
0
0
33472
SPDR S&P 500 Index
TR UNIT
78462F103
6200
24679
SH
SOLE
None
0
0
24679
U.S. Bancorp
COM NEW
902973304
14601
272466
SH
SOLE
None
0
0
272466
Vanguard Corporate Bond ETF
INT-TERM CORP
92206C870
1307
14856
SH
SOLE
None
0
0
14856
Vanguard FTSE All-World ex-US ETF
ALLWRLD EX US
922042775
1622
30776
SH
SOLE
None
0
0
30777
Vanguard FTSE Developed Markets ETF
FTSE DEV MKT ETF
921943858
7333
168932
SH
SOLE
None
0
0
168932
Vanguard FTSE Emerging Markets ETF
FTSE EMR MKT ETF
922042858
9366
214961
SH
SOLE
None
0
0
214961
Vanguard Information Technology ETF
INF TECH ETF
92204A702
3175
20888
SH
SOLE
None
0
0
20888
Vanguard Long-Term Government Bond ETF
LONG-TERM GOV
92206C847
17719
230447
SH
SOLE
None
0
0
230447
Vanguard Mid-Cap ETF
MID CAP ETF
922908629
426
2900
SH
SOLE
None
0
0
2900
Vanguard REIT Index ETF
REIT ETF
922908553
1100
13241
SH
SOLE
None
0
0
13241
Vanguard Russell 2000 Value ETF
VNG RUS2000VAL
92206C649
221
2054
SH
SOLE
None
0
0
2054
Vanguard S&P 500 ETF
S&P 500 ETF SHS
922908363
5696
24681
SH
SOLE
None
0
0
24682
Vanguard Short Term Corporate Bond ETF
SHRT TRM CORP BD
92206C409
876
10927
SH
SOLE
None
0
0
10927
Vanguard Small Cap Value ETF
SM CP VAL ETF
922908611
307
2400
SH
SOLE
None
0
0
2400
Vanguard Small-Cap ETF
SMALL CP ETF
922908751
7921
56051
SH
SOLE
None
0
0
56051
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
12539
152993
SH
SOLE
None
0
0
152993
Vanguard Total International Stock ETF
VG TL INTL STK F
921909768
345
6296
SH
SOLE
None
0
0
6296
Vanguard Total Stock Market ETF
TOTAL STK MKT
922908769
592
4572
SH
SOLE
None
0
0
4572
Wal-Mart Stores Inc
COM
931142103
514
6573
SH
SOLE
None
0
0
6574