New Legacy Group

New Legacy Group as of Dec. 31, 2022

Portfolio Holdings for New Legacy Group

New Legacy Group holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 21.9 $7.0M 18k 382.44
Meta Platforms Cl A (META) 11.4 $3.7M 31k 120.34
Ishares Tr Iboxx Hi Yd Etf (HYG) 8.4 $2.7M 37k 73.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.2 $2.0M 51k 38.98
Uber Technologies (UBER) 5.8 $1.9M 76k 24.73
Rivian Automotive Com Cl A (RIVN) 5.2 $1.7M 91k 18.43
Ishares Tr Rus 1000 Val Etf (IWD) 5.0 $1.6M 11k 151.65
Wisdomtree Tr Europe Hedged Eq (HEDJ) 4.4 $1.4M 20k 69.96
Spdr Gold Tr Gold Shs (GLD) 3.7 $1.2M 7.0k 169.64
Global X Fds Glb X Mlp Enrg I (MLPX) 3.3 $1.1M 26k 40.76
Ishares Tr Intrm Gov Cr Etf (GVI) 2.8 $902k 8.8k 102.46
Wisdomtree Tr Us High Dividend (DHS) 2.7 $861k 10k 86.06
Ishares Tr Rus 2000 Val Etf (IWN) 2.6 $832k 6.0k 138.67
Apple (AAPL) 2.3 $741k 5.7k 129.93
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $568k 6.0k 94.64
Ishares Tr Msci Eafe Etf (EFA) 1.4 $460k 7.0k 65.64
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.4 $446k 9.0k 49.51
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $409k 8.2k 49.82
Eaton Vance Tax Managed Diversified Eq. (ETY) 1.3 $407k 38k 10.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $391k 3.4k 114.89
Ishares Tr Usd Inv Grde Etf (USIG) 1.2 $373k 7.6k 49.11
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $292k 1.9k 151.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $279k 2.1k 135.85
Ishares Tr Expanded Tech (IGV) 0.8 $265k 1.0k 255.85
Spdr Ser Tr Comp Software (XSW) 0.8 $250k 2.3k 108.72
Ishares Tr Us Consum Discre (IYC) 0.7 $239k 4.2k 56.96
Spdr Ser Tr S&p Biotech (XBI) 0.7 $233k 2.8k 83.00