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  Name: LANDMARK WEALTH MANAGEMENT INC.
  City: NORMAL
  State: IL
  Zip: 61761
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $9,714,000
  Total Value Change : $23,000
  Securities Held Change : 1
   
All Securities Held : 6
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 0
  Unchanged Positions : 3
  Decreased Positions : 2

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 3 - $407.41 $1,272,000 3,024 13.09% 193,000 0 0    Property & Casualty I...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 4 - $615,900.00 $1,269,000 2 13.06% 184,000 0 0    Property & Casualty I...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 5 - $355.46 $493,000 1,432 5.08% 48,000 0 0.001    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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