0001911472-22-000004.txt : 20220426 0001911472-22-000004.hdr.sgml : 20220426 20220426105315 ACCESSION NUMBER: 0001911472-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220426 DATE AS OF CHANGE: 20220426 EFFECTIVENESS DATE: 20220426 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: 22852329 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 03-31-2022 03-31-2022 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 04-26-2022 0 189 2797034 false INFORMATION TABLE 2 Landmark13F_1q2022.xml 3M CO COM 88579Y101 250 250 SH SOLE 0 0 250 ABBOTT LABS COM 002824100 420 420 SH SOLE 0 0 420 ABBVIE INC COM 00287Y109 415 415 SH SOLE 0 0 415 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 325 325 SH SOLE 0 0 325 AGNC INVT CORP COM 00123Q104 1910 1910 SH SOLE 0 0 1910 ALPHA ARCHITECT ETF TR VIRIDI CLEANER 02072L755 257 257 SH SOLE 0 0 257 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 31858 31858 SH SOLE 0 0 31858 AMERICAN ELEC PWR CO INC COM 025537101 450 450 SH SOLE 0 0 450 AMGEN INC COM 031162100 275 275 SH SOLE 0 0 275 APPLE INC COM 037833100 11323 11323 SH SOLE 0 0 11323 AT&T INC COM 00206R102 9689 9689 SH SOLE 0 0 9689 ATOMERA INC COM 04965B100 293 293 SH SOLE 0 0 293 AUTOMATIC DATA PROCESSING IN COM 053015103 307 307 SH SOLE 0 0 307 BAXTER INTL INC COM 071813109 1200 1200 SH SOLE 0 0 1200 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 624 624 SH SOLE 0 0 624 BK OF AMERICA CORP COM 060505104 266 266 SH SOLE 0 0 266 BLACKROCK ETF TRUST II INTERMEDIA MUNI 092528207 15696 15696 SH SOLE 0 0 15696 BLACKSTONE INC COM 09260D107 268 268 SH SOLE 0 0 268 BOEING CO COM 097023105 480 480 SH SOLE 0 0 480 BRISTOL-MYERS SQUIBB CO COM 110122108 610 610 SH SOLE 0 0 610 CAPITAL GROUP CORE PLUS INCO SHS CREATION UNI 14020Y102 1488 1488 SH SOLE 0 0 1488 CARDINAL HEALTH INC COM 14149Y108 621 621 SH SOLE 0 0 621 CARRIER GLOBAL CORPORATION COM 14448C104 429 429 SH SOLE 0 0 429 CERNER CORP COM 156782104 200 200 SH SOLE 0 0 200 CHEVRON CORP NEW COM 166764100 343 343 SH SOLE 0 0 343 CHIMERA INVT CORP COM NEW 16934Q208 2658 2658 SH SOLE 0 0 2658 CISCO SYS INC COM 17275R102 1203 1203 SH SOLE 0 0 1203 CLOROX CO DEL COM 189054109 200 200 SH SOLE 0 0 200 COCA COLA CO COM 191216100 1108 1108 SH SOLE 0 0 1108 COLGATE PALMOLIVE CO COM 194162103 950 950 SH SOLE 0 0 950 COMCAST CORP NEW CL A 20030N101 3175 3175 SH SOLE 0 0 3175 CONSOLIDATED EDISON INC COM 209115104 4629 4629 SH SOLE 0 0 4629 CORTEVA INC COM 22052L104 466 466 SH SOLE 0 0 466 CSX CORP COM 126408103 1116 1116 SH SOLE 0 0 1116 DANAHER CORPORATION COM 235851102 319 319 SH SOLE 0 0 319 DELTA AIR LINES INC DEL COM NEW 247361702 250 250 SH SOLE 0 0 250 DELUXE CORP COM 248019101 200 200 SH SOLE 0 0 200 DIME CMNTY BANCSHARES INC COM 25432X102 531 531 SH SOLE 0 0 531 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 43750 43750 SH SOLE 0 0 43750 DISNEY WALT CO COM 254687106 234 234 SH SOLE 0 0 234 DOMINION ENERGY INC COM 25746U109 1385 1385 SH SOLE 0 0 1385 DOW INC COM 260557103 407 407 SH SOLE 0 0 407 DUKE ENERGY CORP NEW COM NEW 26441C204 883 883 SH SOLE 0 0 883 DUPONT DE NEMOURS INC COM 26614N102 407 407 SH SOLE 0 0 407 EDWARDS LIFESCIENCES CORP COM 28176E108 3996 3996 SH SOLE 0 0 3996 EXCHANGE TRADED CONCEPTS TR BITWISE CRYPTO 301505624 356 356 SH SOLE 0 0 356 EXELON CORP COM 30161N101 256 256 SH SOLE 0 0 256 EXXON MOBIL CORP COM 30231G102 2948 2948 SH SOLE 0 0 2948 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 1392 1392 SH SOLE 0 0 1392 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 93778 93778 SH SOLE 0 0 93778 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 30398 30398 SH SOLE 0 0 30398 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 30648 30648 SH SOLE 0 0 30648 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 432 432 SH SOLE 0 0 432 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 65119 65119 SH SOLE 0 0 65119 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 168577 168577 SH SOLE 0 0 168577 FRANKLIN TEMPLETON ETF TR LIBERTY FDRL TAX 35473P850 38108 38108 SH SOLE 0 0 38108 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 20283 20283 SH SOLE 0 0 20283 GENERAL MTRS CO COM 37045V100 200 200 SH SOLE 0 0 200 GILEAD SCIENCES INC COM 375558103 300 300 SH SOLE 0 0 300 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 200070 200070 SH SOLE 0 0 200070 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 29781 29781 SH SOLE 0 0 29781 HARTFORD FINL SVCS GROUP INC COM 416515104 1071 1071 SH SOLE 0 0 1071 HOME DEPOT INC COM 437076102 415 415 SH SOLE 0 0 415 HONEYWELL INTL INC COM 438516106 324 324 SH SOLE 0 0 324 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 26502 26502 SH SOLE 0 0 26502 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 55958 55958 SH SOLE 0 0 55958 INTEL CORP COM 458140100 307 307 SH SOLE 0 0 307 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1107 1107 SH SOLE 0 0 1107 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 826 826 SH SOLE 0 0 826 INVESCO QQQ TR UNIT SER 1 46090E103 10293 10293 SH SOLE 0 0 10293 ISHARES TR CONSER ALLOC ETF 464289883 564 564 SH SOLE 0 0 564 ISHARES TR U.S. FINLS ETF 464287788 599 599 SH SOLE 0 0 599 ISHARES TR CORE S&P SCP ETF 464287804 33886 33886 SH SOLE 0 0 33886 ISHARES TR CORE S&P MCP ETF 464287507 12812 12812 SH SOLE 0 0 12812 ISHARES TR MSCI EMG MKT ETF 464287234 1224 1224 SH SOLE 0 0 1224 ISHARES TR EAFE VALUE ETF 464288877 263 263 SH SOLE 0 0 263 ISHARES TR PFD AND INCM SEC 464288687 1253 1253 SH SOLE 0 0 1253 ISHARES TR RUS 1000 GRW ETF 464287614 1471 1471 SH SOLE 0 0 1471 ISHARES TR SELECT DIVID ETF 464287168 1228 1228 SH SOLE 0 0 1228 ISHARES TR SP SMCP600VL ETF 464287879 2358 2358 SH SOLE 0 0 2358 ISHARES TR NORTH AMERN NAT 464287374 2162 2162 SH SOLE 0 0 2162 ISHARES TR CORE S&P500 ETF 464287200 13082 13082 SH SOLE 0 0 13082 ISHARES TR CORE TOTAL USD 46434V613 381 381 SH SOLE 0 0 381 ISHARES TR NEW YORK MUN ETF 464288323 276 276 SH SOLE 0 0 276 ISHARES TR MSCI EAFE MIN VL 46429B689 989 989 SH SOLE 0 0 989 ISHARES TR RUSSELL 2000 ETF 464287655 998 998 SH SOLE 0 0 998 ISHARES TR MODERT ALLOC ETF 464289875 1164 1164 SH SOLE 0 0 1164 ISHARES TR AGGRES ALLOC ETF 464289859 5281 5281 SH SOLE 0 0 5281 ISHARES TR GRWT ALLOCAT ETF 464289867 5913 5913 SH SOLE 0 0 5913 ISHARES TR RUS MID CAP ETF 464287499 3960 3960 SH SOLE 0 0 3960 ISHARES TR CRE U S REIT ETF 464288521 4478 4478 SH SOLE 0 0 4478 ISHARES TR CORE MSCI EAFE 46432F842 4001 4001 SH SOLE 0 0 4001 ISHARES TR RUS 1000 ETF 464287622 6877 6877 SH SOLE 0 0 6877 ISHARES TR RUS 1000 VAL ETF 464287598 642 642 SH SOLE 0 0 642 ISHARES TR MSCI EAFE ETF 464287465 7474 7474 SH SOLE 0 0 7474 J P MORGAN EXCHANGE-TRADED F CORE PLUS BD ETF 46641Q670 175689 175689 SH SOLE 0 0 175689 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 328 328 SH SOLE 0 0 328 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 258 258 SH SOLE 0 0 258 J P MORGAN EXCHANGE-TRADED F MUNICIPAL ETF 46641Q647 33016 33016 SH SOLE 0 0 33016 JOHNSON & JOHNSON COM 478160104 862 862 SH SOLE 0 0 862 JPMORGAN CHASE & CO COM 46625H100 463 463 SH SOLE 0 0 463 LEGG MASON ETF INVT TR WESTN ASET TTL 52468L810 135221 135221 SH SOLE 0 0 135221 LILLY ELI & CO COM 532457108 200 200 SH SOLE 0 0 200 LOCKHEED MARTIN CORP COM 539830109 560 560 SH SOLE 0 0 560 MASTERCARD INCORPORATED CL A 57636Q104 497 497 SH SOLE 0 0 497 MEDTRONIC PLC SHS G5960L103 252 252 SH SOLE 0 0 252 MERCK & CO INC COM 58933Y105 254 254 SH SOLE 0 0 254 META PLATFORMS INC CL A 30303M102 261 261 SH SOLE 0 0 261 MICROCHIP TECHNOLOGY INC. COM 595017104 300 300 SH SOLE 0 0 300 MICROSOFT CORP COM 594918104 3698 3698 SH SOLE 0 0 3698 MONDELEZ INTL INC CL A 609207105 271 271 SH SOLE 0 0 271 NIKE INC CL B 654106103 476 476 SH SOLE 0 0 476 ORACLE CORP COM 68389X105 7039 7039 SH SOLE 0 0 7039 OSI ETF TR OSHARES US QUALT 67110P407 1583 1583 SH SOLE 0 0 1583 OTIS WORLDWIDE CORP COM 68902V107 214 214 SH SOLE 0 0 214 PEPSICO INC COM 713448108 291 291 SH SOLE 0 0 291 PFIZER INC COM 717081103 1777 1777 SH SOLE 0 0 1777 PGIM ETF TR TOTAL RETURN BON 69344A800 404 404 SH SOLE 0 0 404 PIMCO ETF TR INTER MUN BD ACT 72201R866 8307 8307 SH SOLE 0 0 8307 PIMCO ETF TR MUNI INCOME OPP 72201R635 20758 20758 SH SOLE 0 0 20758 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 12323 12323 SH SOLE 0 0 12323 PIMCO ETF TR ACTIVE BD ETF 72201R775 77211 77211 SH SOLE 0 0 77211 PROCTER AND GAMBLE CO COM 742718109 1736 1736 SH SOLE 0 0 1736 PROSHARES TR MSCI EAFE DIVD 74347B839 94130 94130 SH SOLE 0 0 94130 PROSHARES TR S&P MDCP 400 DIV 74347B680 46139 46139 SH SOLE 0 0 46139 PROSHARES TR MSCI EMRG MKTS 74347B847 32562 32562 SH SOLE 0 0 32562 PROSHARES TR RUSS 2000 DIVD 74347B698 37384 37384 SH SOLE 0 0 37384 PROSHARES TR S&P 500 DV ARIST 74348A467 182513 182513 SH SOLE 0 0 182513 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 2058 2058 SH SOLE 0 0 2058 RAYTHEON TECHNOLOGIES CORP COM 75513E101 599 599 SH SOLE 0 0 599 ROYAL CARIBBEAN GROUP COM V7780T103 500 500 SH SOLE 0 0 500 SCHWAB CHARLES CORP COM 808513105 1561 1561 SH SOLE 0 0 1561 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 280 280 SH SOLE 0 0 280 SCHWAB STRATEGIC TR US REIT ETF 808524847 59155 59155 SH SOLE 0 0 59155 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3196 3196 SH SOLE 0 0 3196 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 376 376 SH SOLE 0 0 376 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 242 242 SH SOLE 0 0 242 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 612 612 SH SOLE 0 0 612 SELECT SECTOR SPDR TR ENERGY 81369Y506 597 597 SH SOLE 0 0 597 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 500 500 SH SOLE 0 0 500 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 596 596 SH SOLE 0 0 596 SOUTHERN CO COM 842587107 250 250 SH SOLE 0 0 250 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 213 213 SH SOLE 0 0 213 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 27266 27266 SH SOLE 0 0 27266 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 4276 4276 SH SOLE 0 0 4276 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 433144 433144 SH SOLE 0 0 433144 SPDR INDEX SHS FDS S&P NORTH AMER 78463X152 1273 1273 SH SOLE 0 0 1273 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 8762 8762 SH SOLE 0 0 8762 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5906 5906 SH SOLE 0 0 5906 SPDR S&P 500 ETF TR TR UNIT 78462F103 930 930 SH SOLE 0 0 930 SPDR SER TR HLTH CARE SVCS 78464A573 1079 1079 SH SOLE 0 0 1079 SPDR SER TR NUVEEN BLOOMBERG 78464A284 565 565 SH SOLE 0 0 565 SPDR SER TR PORTFOLIO S&P600 78468R853 206 206 SH SOLE 0 0 206 SPDR SER TR S&P 600 SMCP VAL 78464A300 2722 2722 SH SOLE 0 0 2722 SPDR SER TR S&P DIVID ETF 78464A763 694 694 SH SOLE 0 0 694 SPDR SER TR PORTFOLIO S&P500 78464A854 20313 20313 SH SOLE 0 0 20313 SPDR SER TR PORTFOLIO S&P400 78464A847 6329 6329 SH SOLE 0 0 6329 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P705 43413 43413 SH SOLE 0 0 43413 STARBUCKS CORP COM 855244109 242 242 SH SOLE 0 0 242 T ROWE PRICE ETF INC TOTAL RETURN ETF 87283Q800 981 981 SH SOLE 0 0 981 TARGET CORP COM 87612E106 250 250 SH SOLE 0 0 250 TJX COS INC NEW COM 872540109 873 873 SH SOLE 0 0 873 UNITED AIRLS HLDGS INC COM 910047109 200 200 SH SOLE 0 0 200 V F CORP COM 918204108 400 400 SH SOLE 0 0 400 VALLEY NATL BANCORP COM 919794107 2002 2002 SH SOLE 0 0 2002 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6346 6346 SH SOLE 0 0 6346 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 238 238 SH SOLE 0 0 238 VANGUARD INDEX FDS MID CAP ETF 922908629 6660 6660 SH SOLE 0 0 6660 VANGUARD INDEX FDS VALUE ETF 922908744 381 381 SH SOLE 0 0 381 VANGUARD INDEX FDS GROWTH ETF 922908736 252 252 SH SOLE 0 0 252 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 88831 88831 SH SOLE 0 0 88831 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2823 2823 SH SOLE 0 0 2823 VANGUARD INDEX FDS SMALL CP ETF 922908751 4787 4787 SH SOLE 0 0 4787 VANGUARD INDEX FDS SM CP VAL ETF 922908611 13290 13290 SH SOLE 0 0 13290 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 40110 40110 SH SOLE 0 0 40110 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 22759 22759 SH SOLE 0 0 22759 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2827 2827 SH SOLE 0 0 2827 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 14369 14369 SH SOLE 0 0 14369 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 32754 32754 SH SOLE 0 0 32754 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2282 2282 SH SOLE 0 0 2282 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 257 257 SH SOLE 0 0 257 VANGUARD WORLD FDS INF TECH ETF 92204A702 534 534 SH SOLE 0 0 534 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 218 218 SH SOLE 0 0 218 VERIZON COMMUNICATIONS INC COM 92343V104 5493 5493 SH SOLE 0 0 5493 VISA INC COM CL A 92826C839 324 324 SH SOLE 0 0 324 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 238 238 SH SOLE 0 0 238 WEC ENERGY GROUP INC COM 92939U106 450 450 SH SOLE 0 0 450 WELLS FARGO CO NEW COM 949746101 400 400 SH SOLE 0 0 400 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 224 224 SH SOLE 0 0 224