Legacy Financial Advisors

Legacy Financial Advisors as of June 30, 2020

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 45 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 36.3 $101M 1.7M 60.63
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 11.7 $33M 469k 69.44
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 10.7 $30M 449k 66.06
Ishares Core Dividend Growth Etf Etf (DGRO) 5.8 $16M 430k 37.60
Ishares Edge Msci Min Vol Emerging Markets Etf Etf (EEMV) 5.7 $16M 305k 52.00
Procter And Gamble Stock (PG) 4.4 $12M 101k 119.57
Ishares Core Msci Eafe Etf Etf (IEFA) 3.7 $10M 182k 57.16
Hartford Total Return Bond Etf Etf (HTRB) 2.9 $8.0M 191k 41.89
Hartford Municipal Opportunities Etf Etf (HMOP) 2.3 $6.3M 150k 41.81
Ishares International Dividend Growth Etf Etf (IGRO) 1.9 $5.3M 103k 51.41
Apple Stock (AAPL) 1.7 $4.7M 13k 364.83
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 1.6 $4.4M 93k 47.60
Jpmorgan Chase & Co Stock (JPM) 1.1 $3.1M 33k 94.07
Microsoft Stock (MSFT) 1.1 $3.1M 15k 203.53
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 1.1 $2.9M 106k 27.60
Wp Carey Reit (WPC) 0.7 $2.1M 31k 67.66
Us Bancorp Del Stock (USB) 0.7 $2.0M 53k 36.81
Pnc Finl Svcs Group Stock (PNC) 0.7 $1.8M 17k 105.22
Truist Finl Corp Stock (TFC) 0.6 $1.6M 42k 37.55
Fifth Third Bancorp Stock (FITB) 0.5 $1.3M 65k 19.29
Intel Corp Stock (INTC) 0.4 $1.1M 18k 59.82
Csx Corp Stock (CSX) 0.4 $977k 14k 69.77
Ishares Msci Usa Esg Optimized Etf Etf (ESGU) 0.3 $896k 13k 70.01
Pfizer Stock (PFE) 0.3 $848k 26k 32.70
Ishares Msci Eafe Etf Etf (EFA) 0.3 $820k 14k 60.88
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.3 $809k 12k 68.30
Enbridge Stock (ENB) 0.3 $795k 26k 30.42
First Finl Bancorp Oh Stock (FFBC) 0.3 $707k 51k 13.90
Coca Cola Stock (KO) 0.3 $705k 16k 44.65
Cisco Sys Stock (CSCO) 0.2 $612k 13k 46.64
Dupont De Nemours Stock (DD) 0.2 $591k 11k 53.12
Exxon Mobil Corp Stock (XOM) 0.2 $572k 13k 44.76
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $568k 14k 40.01
Barrick Gold Corp F Stock (GOLD) 0.2 $533k 20k 26.96
Comcast Corp New Cl A Stock (CMCSA) 0.2 $477k 12k 38.98
Loews Corp Stock (L) 0.2 $431k 13k 34.33
BP Adr (BP) 0.1 $380k 16k 23.30
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $355k 13k 27.62
Corteva Stock (CTVA) 0.1 $350k 13k 26.79
At&t Stock (T) 0.1 $347k 12k 30.22
Bk Of America Corp Stock (BAC) 0.1 $316k 13k 23.76
Weyerhaeuser Reit (WY) 0.1 $270k 12k 22.46
Huntington Bancshares Stock (HBAN) 0.1 $245k 27k 9.04
Invesco S&p Emerging Markets Low Volatility Etf Etf (EELV) 0.1 $238k 12k 19.43
Peoples Bk Bridgeport Cn Stock 0.1 $212k 18k 11.57