0001728778-22-000004.txt : 20220127 0001728778-22-000004.hdr.sgml : 20220127 20220127143542 ACCESSION NUMBER: 0001728778-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Landmark Wealth Management, LLC CENTRAL INDEX KEY: 0001728778 IRS NUMBER: 452586190 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21509 FILM NUMBER: 22562537 BUSINESS ADDRESS: STREET 1: 95 BROADHOLLOW ROAD, SUITE 102 CITY: MELVILLE STATE: NY ZIP: 11747 BUSINESS PHONE: 6319232487 MAIL ADDRESS: STREET 1: 95 BROADHOLLOW ROAD, SUITE 102 CITY: MELVILLE STATE: NY ZIP: 11747 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001728778 XXXXXXXX 12-31-2021 12-31-2021 Landmark Wealth Management, LLC

95 BROADHOLLOW ROAD, SUITE 102 MELVILLE NY 11747

13F HOLDINGS REPORT 028-21509 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 01-27-2022 0 37 171 false INFORMATION TABLE 2 Landmark13F_4q2021.xml AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 1 21501 SH SOLE 0 0 21501 APPLE INC COM 037833100 2 10935 SH SOLE 0 0 10935 AT&T INC COM 00206R102 0 10383 SH SOLE 0 0 10383 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 5 93297 SH SOLE 0 0 93297 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2 33139 SH SOLE 0 0 33139 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1 30315 SH SOLE 0 0 30315 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 2 72943 SH SOLE 0 0 72943 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 9 165006 SH SOLE 0 0 165006 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 8 196272 SH SOLE 0 0 196272 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 1 15593 SH SOLE 0 0 15593 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1 34295 SH SOLE 0 0 34295 ISHARES TR CORE S&P500 ETF 464287200 6 12197 SH SOLE 0 0 12197 ISHARES TR MSCI EAFE ETF 464287465 1 10950 SH SOLE 0 0 10950 ISHARES TR CORE S&P MCP ETF 464287507 4 12787 SH SOLE 0 0 12787 ISHARES TR CORE S&P SCP ETF 464287804 4 33953 SH SOLE 0 0 33953 J P MORGAN EXCHANGE-TRADED F MUNICIPAL ETF 46641Q647 2 27399 SH SOLE 0 0 27399 J P MORGAN EXCHANGE-TRADED F CORE PLUS BD ETF 46641Q670 9 162759 SH SOLE 0 0 162759 LEGG MASON ETF INVT TR WESTN ASET TTL 52468L810 3 129006 SH SOLE 0 0 129006 PIMCO ETF TR ACTIVE BD ETF 72201R775 8 77399 SH SOLE 0 0 77399 PIMCO ETF TR INTER MUN BD ACT 72201R866 1 18007 SH SOLE 0 0 18007 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 1 12307 SH SOLE 0 0 12307 PROSHARES TR S&P MDCP 400 DIV 74347B680 3 46863 SH SOLE 0 0 46863 PROSHARES TR RUSS 2000 DIVD 74347B698 3 38162 SH SOLE 0 0 38162 PROSHARES TR MSCI EAFE DIVD 74347B839 4 86841 SH SOLE 0 0 86841 PROSHARES TR MSCI EMRG MKTS 74347B847 2 33278 SH SOLE 0 0 33278 PROSHARES TR S&P 500 DV ARIST 74348A467 15 152287 SH SOLE 0 0 152287 SCHWAB STRATEGIC TR US REIT ETF 808524847 2 28784 SH SOLE 0 0 28784 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 2 32264 SH SOLE 0 0 32264 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 13 368848 SH SOLE 0 0 368848 SPDR SER TR PORTFOLIO S&P500 78464A854 1 20183 SH SOLE 0 0 20183 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P705 1 21637 SH SOLE 0 0 21637 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 42 96294 SH SOLE 0 0 96294 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2 13511 SH SOLE 0 0 13511 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3 21756 SH SOLE 0 0 21756 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2 35968 SH SOLE 0 0 35968 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3 14966 SH SOLE 0 0 14966 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2 31602 SH SOLE 0 0 31602