My Legacy Advisors

My Legacy Advisors as of March 31, 2023

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 203 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.8 $8.9M 185k 48.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.2 $7.4M 98k 74.77
Apple (AAPL) 2.7 $6.2M 38k 162.03
Microsoft Corporation (MSFT) 2.5 $5.7M 20k 289.39
Ishares Tr Core S&p500 Etf (IVV) 2.2 $5.2M 13k 411.48
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.2 $5.0M 122k 41.27
First Tr Exchange-traded Senior Ln Fd (FTSL) 2.0 $4.6M 102k 45.37
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $3.9M 41k 93.56
Ishares Tr Esg Awr Msci Usa (ESGU) 1.7 $3.9M 43k 90.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $3.8M 31k 124.10
Ishares Tr National Mun Etf (MUB) 1.5 $3.4M 32k 108.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $3.1M 66k 46.98
UnitedHealth (UNH) 1.3 $3.0M 5.8k 515.18
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $2.8M 39k 73.46
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.1 $2.7M 61k 43.89
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $2.6M 30k 85.64
Phillips Edison & Co Common Stock (PECO) 1.1 $2.6M 81k 31.88
Ishares Tr Eafe Value Etf (EFV) 1.1 $2.5M 52k 49.03
Ishares Tr Core Total Usd (IUSB) 1.1 $2.5M 55k 46.15
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.0 $2.2M 54k 41.30
Visa Com Cl A (V) 0.9 $2.2M 9.6k 226.43
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.1M 20k 106.44
Ishares Core Msci Emkt (IEMG) 0.9 $2.0M 42k 48.86
Ishares Tr Mbs Etf (MBB) 0.9 $2.0M 22k 94.56
Wisdomtree Tr Us Total Dividnd (DTD) 0.9 $2.0M 33k 60.94
Mastercard Incorporated Cl A (MA) 0.8 $1.9M 5.3k 360.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.9M 40k 48.32
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $1.9M 80k 23.42
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $1.9M 23k 82.06
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.8 $1.8M 39k 47.06
Home Depot (HD) 0.7 $1.7M 6.0k 291.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.7M 24k 73.94
Ishares Tr U.s. Tech Etf (IYW) 0.7 $1.7M 18k 91.87
Costco Wholesale Corporation (COST) 0.7 $1.7M 3.4k 493.83
Thermo Fisher Scientific (TMO) 0.7 $1.7M 2.9k 574.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.6M 36k 45.37
Hca Holdings (HCA) 0.7 $1.6M 6.1k 270.99
Cintas Corporation (CTAS) 0.7 $1.6M 3.5k 450.01
Metropcs Communications (TMUS) 0.7 $1.6M 11k 149.99
Vanguard Index Fds Value Etf (VTV) 0.7 $1.6M 11k 139.39
Starbucks Corporation (SBUX) 0.7 $1.6M 15k 104.74
Amazon (AMZN) 0.7 $1.6M 15k 102.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 4.8k 312.62
Pepsi (PEP) 0.6 $1.5M 8.0k 183.20
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.6 $1.4M 22k 64.96
Ishares Tr S&p 100 Etf (OEF) 0.6 $1.4M 7.6k 187.59
Wisdomtree Tr Intl Qulty Div (IQDG) 0.6 $1.4M 42k 34.04
Ishares Tr Esg Msci Leadr (SUSL) 0.6 $1.4M 20k 71.11
American Electric Power Company (AEP) 0.6 $1.4M 15k 94.44
JPMorgan Chase & Co. (JPM) 0.6 $1.4M 11k 127.89
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.4M 5.5k 247.10
McDonald's Corporation (MCD) 0.6 $1.3M 4.8k 283.78
Adobe Systems Incorporated (ADBE) 0.6 $1.3M 3.6k 376.25
Merck & Co (MRK) 0.6 $1.3M 12k 112.61
Coca-Cola Company (KO) 0.5 $1.3M 20k 62.69
Chevron Corporation (CVX) 0.5 $1.3M 7.5k 168.29
Gilead Sciences (GILD) 0.5 $1.2M 15k 82.60
Duke Energy Corp Com New (DUK) 0.5 $1.2M 12k 99.13
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.2M 1.8k 661.64
General Mills (GIS) 0.5 $1.2M 14k 86.35
Hartford Financial Services (HIG) 0.5 $1.2M 17k 70.14
Lockheed Martin Corporation (LMT) 0.5 $1.2M 2.3k 496.75
Wal-Mart Stores (WMT) 0.5 $1.1M 7.6k 150.51
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.1M 4.1k 281.68
Danaher Corporation (DHR) 0.5 $1.1M 4.5k 249.54
TJX Companies (TJX) 0.5 $1.1M 14k 78.38
Procter & Gamble Company (PG) 0.5 $1.1M 7.4k 150.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $1.1M 17k 64.84
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $1.1M 27k 41.06
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $1.1M 9.5k 115.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.1M 10k 106.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $1.1M 21k 50.51
At&t (T) 0.5 $1.1M 54k 19.57
Wisdomtree Tr Us Multifactor (USMF) 0.5 $1.1M 28k 37.52
MetLife (MET) 0.4 $1.0M 17k 59.48
Trane Technologies SHS (TT) 0.4 $1.0M 5.8k 171.09
Walt Disney Company (DIS) 0.4 $998k 9.9k 100.81
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $977k 16k 62.76
Cincinnati Financial Corporation (CINF) 0.4 $969k 8.7k 111.31
Emerson Electric (EMR) 0.4 $952k 11k 84.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $932k 12k 80.31
Nextera Energy (NEE) 0.4 $902k 12k 78.43
Entergy Corporation (ETR) 0.4 $901k 8.1k 111.01
Ares Capital Corporation (ARCC) 0.4 $899k 50k 17.94
Cisco Systems (CSCO) 0.4 $890k 17k 51.33
Marathon Petroleum Corp (MPC) 0.4 $888k 6.8k 131.24
Roper Industries (ROP) 0.4 $886k 2.0k 436.24
Williams Companies (WMB) 0.4 $850k 29k 29.84
Eversource Energy (ES) 0.4 $844k 11k 80.46
Realty Income (O) 0.4 $843k 14k 62.65
Comcast Corp Cl A (CMCSA) 0.4 $819k 21k 38.23
Nike CL B (NKE) 0.3 $810k 6.6k 121.91
Dominion Resources (D) 0.3 $807k 14k 57.96
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $807k 6.5k 123.52
International Paper Company (IP) 0.3 $802k 22k 35.89
Bce Com New (BCE) 0.3 $800k 17k 46.57
Verizon Communications (VZ) 0.3 $796k 20k 39.35
Fifth Third Ban (FITB) 0.3 $795k 30k 26.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $794k 7.6k 104.80
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.3 $786k 18k 44.35
Genuine Parts Company (GPC) 0.3 $786k 4.8k 164.78
Aon Shs Cl A (AON) 0.3 $781k 2.4k 319.95
EOG Resources (EOG) 0.3 $778k 6.5k 120.37
Zoetis Cl A (ZTS) 0.3 $772k 4.5k 170.87
Nxp Semiconductors N V (NXPI) 0.3 $760k 4.4k 172.41
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $760k 30k 25.01
Principal Financial (PFG) 0.3 $756k 10k 74.28
American Water Works (AWK) 0.3 $752k 4.9k 151.89
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $743k 18k 40.64
National Retail Properties (NNN) 0.3 $743k 17k 43.39
Lyondellbasell Industries N Shs - A - (LYB) 0.3 $743k 7.8k 94.97
International Business Machines (IBM) 0.3 $741k 5.7k 131.03
Sonoco Products Company (SON) 0.3 $735k 12k 59.88
Interpublic Group of Companies (IPG) 0.3 $735k 20k 37.07
Old Dominion Freight Line (ODFL) 0.3 $730k 2.2k 334.79
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $725k 26k 27.71
Becton, Dickinson and (BDX) 0.3 $721k 2.8k 253.53
First Horizon National Corporation (FHN) 0.3 $717k 40k 17.80
Edwards Lifesciences (EW) 0.3 $714k 8.6k 82.75
Sempra Energy (SRE) 0.3 $707k 4.6k 155.29
Citizens Financial (CFG) 0.3 $706k 24k 29.29
Northrop Grumman Corporation (NOC) 0.3 $698k 1.5k 476.54
Key (KEY) 0.3 $695k 57k 12.12
Philip Morris International (PM) 0.3 $692k 7.0k 98.57
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $649k 4.9k 133.52
Wisdomtree Tr Futre Strat Fd (WTMF) 0.3 $648k 20k 33.28
Global X Fds Us Pfd Etf (PFFD) 0.3 $647k 33k 19.73
Quanta Services (PWR) 0.3 $644k 4.0k 161.54
Altria (MO) 0.3 $644k 15k 44.50
Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $636k 19k 34.34
Cme (CME) 0.3 $626k 3.3k 192.74
Ishares Tr Core Msci Eafe (IEFA) 0.3 $626k 9.3k 67.12
Avangrid (AGR) 0.3 $625k 15k 40.78
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $587k 19k 31.05
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $582k 13k 45.79
Pfizer (PFE) 0.2 $571k 14k 41.73
Prologis (PLD) 0.2 $564k 4.6k 123.74
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $561k 5.3k 105.42
Nextera Energy Partners Com Unit Part In (NEP) 0.2 $559k 9.2k 60.90
S&p Global (SPGI) 0.2 $532k 1.6k 338.83
Johnson & Johnson (JNJ) 0.2 $526k 3.2k 164.32
Equinix (EQIX) 0.2 $516k 731.00 706.24
Ishares Esg Awr Msci Em (ESGE) 0.2 $508k 16k 31.42
Ishares Tr Europe Etf (IEV) 0.2 $505k 10k 50.65
FirstEnergy (FE) 0.2 $504k 12k 41.46
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $503k 12k 41.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $488k 12k 40.40
Us Bancorp Del Com New (USB) 0.2 $487k 14k 35.61
Bank of America Corporation (BAC) 0.2 $481k 17k 27.94
Exxon Mobil Corporation (XOM) 0.2 $478k 4.2k 114.54
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $469k 12k 37.76
Fortinet (FTNT) 0.2 $463k 6.9k 66.91
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $462k 19k 24.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $449k 8.8k 50.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $436k 4.1k 106.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $419k 13k 32.25
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $416k 4.2k 99.75
Crown Castle Intl (CCI) 0.2 $414k 3.1k 134.02
Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $409k 9.3k 43.93
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $402k 9.8k 40.94
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $401k 6.5k 61.85
Abbvie (ABBV) 0.2 $394k 2.4k 161.28
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $394k 11k 37.21
Linde SHS (LIN) 0.2 $391k 1.1k 358.56
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $384k 4.9k 77.52
Ford Motor Company (F) 0.2 $374k 29k 12.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $371k 5.6k 65.77
American Express Company (AXP) 0.2 $364k 2.3k 161.14
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $355k 7.4k 47.83
Qualcomm (QCOM) 0.2 $355k 2.9k 124.28
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $347k 1.1k 323.24
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $347k 4.8k 72.24
Mid-America Apartment (MAA) 0.1 $347k 2.3k 149.87
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $339k 6.6k 51.73
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $327k 13k 25.21
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.1 $323k 7.3k 44.48
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $319k 8.1k 39.43
Ishares Tr Us Infrastruc (IFRA) 0.1 $314k 8.4k 37.22
Wisdomtree Tr Us Esg Fund 0.1 $311k 7.2k 42.97
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $302k 6.6k 45.50
Ishares Tr Select Divid Etf (DVY) 0.1 $301k 2.5k 118.33
Ishares Tr Broad Usd High (USHY) 0.1 $292k 8.3k 35.16
Newell Rubbermaid (NWL) 0.1 $281k 23k 12.21
Wendy's/arby's Group (WEN) 0.1 $281k 13k 21.70
Franklin Resources (BEN) 0.1 $276k 10k 26.61
ConocoPhillips (COP) 0.1 $271k 2.6k 105.95
Wisdomtree Tr Intl Esg Fund 0.1 $268k 9.7k 27.64
NVIDIA Corporation (NVDA) 0.1 $265k 961.00 275.86
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $262k 5.5k 48.09
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $259k 4.3k 60.63
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $256k 4.1k 62.45
Synopsys (SNPS) 0.1 $252k 663.00 379.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $249k 1.7k 143.96
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $240k 5.0k 47.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $237k 630.00 376.36
Ishares Msci Gbl Min Vol (ACWV) 0.1 $235k 2.4k 98.05
Arthur J. Gallagher & Co. (AJG) 0.1 $229k 1.2k 195.61
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $216k 2.0k 108.43
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $213k 2.5k 86.94
Chubb (CB) 0.1 $212k 1.1k 196.03
Pioneer Natural Resources (PXD) 0.1 $207k 941.00 220.22
Blackstone Group Inc Com Cl A (BX) 0.1 $201k 2.5k 81.59
Simon Property (SPG) 0.1 $201k 1.8k 109.56