0001606587-18-000829.txt : 20181107
0001606587-18-000829.hdr.sgml : 20181107
20181106181602
ACCESSION NUMBER: 0001606587-18-000829
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181107
DATE AS OF CHANGE: 20181106
EFFECTIVENESS DATE: 20181107
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: 181164259
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
09-30-2018
09-30-2018
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
10-31-2018
0
59
168170
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M Company
COM
88579Y101
402
1910
SH
SOLE
None
0
0
1910
Abbott Laboratories
COM
002824100
331
4522
SH
SOLE
None
0
0
4522
AbbVie Inc.
COM
00287Y109
597
6322
SH
SOLE
None
0
0
6322
Apple Inc.
COM
037833100
1587
7032
SH
SOLE
None
0
0
7032
AT&T
COM
00206R102
402
12000
SH
SOLE
None
0
0
12000
Bank Of America Corp
COM
060505104
438
14876
SH
SOLE
None
0
0
14876
Berkshire Hathaway Class B
CL B NEW
084670702
215
1008
SH
SOLE
None
0
0
1008
Brown Forman Class A
CL A
115637100
318
6270
SH
SOLE
None
0
0
6270
Chevron Corp.
COM
166764100
384
3142
SH
SOLE
None
0
0
3142
Cincinnati Financial Corp.
COM
172062101
1034
13466
SH
SOLE
None
0
0
13466
Cisco Systems Inc.
COM
17275R102
540
11100
SH
SOLE
None
0
0
11100
Citigroup Inc
COM NEW
172967424
288
4021
SH
SOLE
None
0
0
4021
Citizens First Corp
COM
17462Q107
333
12700
SH
SOLE
None
0
0
12700
DowDuPont Inc.
COM
26078J100
287
4471
SH
SOLE
None
0
0
4471
Exxon Mobil Corporation
COM
30231G102
488
5743
SH
SOLE
None
0
0
5743
FlexShares Upstream Natural Resources
MORNSTAR UPSTR
33939L407
24849
734327
SH
SOLE
None
0
0
734327
General Electric Company
COM
369604103
169
15003
SH
SOLE
None
0
0
15003
Intel Corp
COM
458140100
334
7072
SH
SOLE
None
0
0
7072
Invesco S&P 500 Equal Weight Technology ETF
S&P500 EQL TEC
46137V282
367
2186
SH
SOLE
None
0
0
2186
iShares Core S&P Mid-Cap ETF
CORE S&P MCP ETF
464287507
233
1159
SH
SOLE
None
0
0
1159
iShares MSCI EAFE Index
MSCI EAFE ETF
464287465
1604
23600
SH
SOLE
None
0
0
23600
iShares Russell 2000 Index ETF
RUSSELL 2000 ETF
464287655
1131
6716
SH
SOLE
None
0
0
6716
Johnson & Johnson
COM
478160104
275
1994
SH
SOLE
None
0
0
1994
JP Morgan Chase & Co.
COM
46625H100
2517
22310
SH
SOLE
None
0
0
22310
McDonald's Corp.
COM
580135101
215
1287
SH
SOLE
None
0
0
1287
Merck & Co Inc
COM
58933Y105
434
6125
SH
SOLE
None
0
0
6125
Microsoft Corp.
COM
594918104
959
8388
SH
SOLE
None
0
0
8388
Oracle Corporation
COM
68389X105
485
9413
SH
SOLE
None
0
0
9413
Pinnacle Financial Partners Inc.
COM
72346Q104
212
3537
SH
SOLE
None
0
0
3537
PowerShares S&P 500 Equal Weight Health Care
S&P500 EQL HLT
46137V332
361
1753
SH
SOLE
None
0
0
1753
Schwab Emerging Markets Equity ETF
EMRG MKTEQ ETF
808524706
1361
52940
SH
SOLE
None
0
0
52940
Schwab International Equity ETF
INTL EQTY ETF
808524805
2964
88423
SH
SOLE
None
0
0
88423
Schwab Short-Term US Treasury
SHT TM US TRES
808524862
1910
38536
SH
SOLE
None
0
0
38536
Schwab U.S. Aggregate Bond ETF
US AGGREGATE B
808524839
2140
42591
SH
SOLE
None
0
0
42591
Schwab U.S. Large-Cap ETF
US LRG CAP ETF
808524201
2742
39432
SH
SOLE
None
0
0
39432
Schwab U.S. REIT ETF
US REIT ETF
808524847
2730
65441
SH
SOLE
None
0
0
65441
Schwab U.S. Small Cap ETF
US SML CAP ETF
808524607
1156
15185
SH
SOLE
None
0
0
15185
SPDR Portfolio Long Term Treasury ETF
PORTFOLIO LN TSR
78464A664
3238
95823
SH
SOLE
None
0
0
95823
SPDR S&P 500 Index
TR UNIT
78462F103
6663
22922
SH
SOLE
None
0
0
22922
SPDRA Portfolio Aggregate Bond
PORTFOLIO AGRGTE
78464A649
476
17204
SH
SOLE
None
0
0
17204
U.S. Bancorp
COM NEW
902973304
14327
271296
SH
SOLE
None
0
0
271296
Vanguard All World Small Cap
FTSE SMCAP ETF
922042718
320
2857
SH
SOLE
None
0
0
2857
Vanguard Corporate Bond ETF
INT-TERM CORP
92206C870
639
7659
SH
SOLE
None
0
0
7659
Vanguard FTSE All-World ex-US ETF
ALLWRLD EX US
922042775
1359
26112
SH
SOLE
None
0
0
26112
Vanguard FTSE Developed Markets ETF
FTSE DEV MKT ETF
921943858
7815
180612
SH
SOLE
None
0
0
180612
Vanguard FTSE Emerging Markets ETF
FTSE EMR MKT ETF
922042858
7017
171148
SH
SOLE
None
0
0
171148
Vanguard Information Technology ETF
INF TECH ETF
92204A702
3413
16850
SH
SOLE
None
0
0
16850
Vanguard Long-Term Government Bond ETF
LONG TERM TREAS
92206C847
13135
182005
SH
SOLE
None
0
0
182005
Vanguard Mid-Cap ETF
MID CAP ETF
922908629
476
2900
SH
SOLE
None
0
0
2900
Vanguard REIT Index ETF
REAL ESTATE ETF
922908553
6769
83910
SH
SOLE
None
0
0
83910
Vanguard S&P 500 ETF
S&P 500 ETF SHS
922908363
8674
32483
SH
SOLE
None
0
0
32483
Vanguard Short Term Corporate Bond ETF
SHRT TRM CORP BD
92206C409
634
8124
SH
SOLE
None
0
0
8124
Vanguard Short-Term Treasury
SHORT TERM TREAS
92206C102
9978
167033
SH
SOLE
None
0
0
167033
Vanguard Small Cap Value ETF
SM CP VAL ETF
922908611
740
5310
SH
SOLE
None
0
0
5310
Vanguard Small-Cap ETF
SMALL CP ETF
922908751
5166
31780
SH
SOLE
None
0
0
31780
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
17726
225237
SH
SOLE
None
0
0
225237
Vanguard Total International Stock ETF
VG TL INTL STK F
921909768
310
5751
SH
SOLE
None
0
0
5751
Vanguard Total Stock Market ETF
TOTAL STK MKT
922908769
1885
12599
SH
SOLE
None
0
0
12599
Wal-Mart Stores Inc
COM
931142103
618
6582
SH
SOLE
None
0
0
6582