Legacy Financial Group

Latest statistics and disclosures from Legacy Financial Group's latest quarterly 13F-HR filing:

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Positions held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Financial Group

Companies in the Legacy Financial Group portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Trust Core S&p Us Gwt Etf Core S&p Us Gwt Etf (IUSG) 14.3 $48M +3% 467k 102.41
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY) 12.5 $42M +3% 357k 117.55
Vanguard Small Cp Etf Small Cp Etf (VB) 9.5 $32M +4% 145k 218.67
Ishares Trust 5-10 Year Investment Grade 5-10 Year Investment Grade (IGIB) 7.7 $26M +7% 429k 60.06
Ishares Trust 0-5yr Hi Yl Cp Etf 0-5yr Hi Yl Cp Etf (SHYG) 5.1 $17M +11% 373k 45.70
Ishares Trust Tips Bd Etf Tips Bd Etf (TIP) 4.9 $16M +12% 128k 127.69
Vanguard Mid Cap Etf Mid Cap Etf (VO) 4.8 $16M +6% 68k 236.77
Vanguard Short Trm Bond Etf Short Trm Bond Etf (BSV) 3.4 $11M +15% 139k 81.94
Wisdomtree Trust Em Ex St-owned Etf Em Ex St-owned Etf (XSOE) 3.4 $11M +12% 301k 37.32
Vanguard Total Int Bd Etf Total Int Bd Etf (BNDX) 2.9 $9.8M +8% 172k 56.96
Invesco Exchange Traded Self I Bulshs 2025 Hy Etf Bulshs 2025 Hy Etf (BSJP) 2.9 $9.8M +3% 399k 24.58
Invesco Exchange Traded Self I Bulshs 2023 Cb Etf Bulshs 2023 Cb Etf (BSCN) 2.7 $9.1M 419k 21.67
Spdr Series Trust Blmbrg Brc Cnvrt Etf Blmbrg Brc Cnvrt Etf (CWB) 2.7 $8.9M +14% 104k 85.35
Invesco Exchange Traded Self I Bulshs 2022 Hy Etf Bulshs 2022 Hy Etf (BSJM) 2.5 $8.3M -11% 356k 23.24

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Invesco Exchange Traded Self I Bulshs 2024 Cb Etf Bulshs 2024 Cb Etf (BSCO) 2.3 $7.7M +4% 351k 22.11
Ishares Trust Cre U S Reit Etf Cre U S Reit Etf (USRT) 1.8 $6.2M +40% 105k 58.65
Vanguard Ftse Dev Mkt Etf Ftse Dev Mkt Etf (VEA) 0.9 $3.1M -4% 62k 50.49
Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI) 0.9 $3.0M 13k 222.03
Microsoft Corporation (MSFT) 0.9 $2.8M -8% 10k 281.89
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.8 $2.8M 10k 272.98
Ishares Trust Core S&p Ttl Stk Etf Core S&p Ttl Stk Etf (ITOT) 0.8 $2.8M -8% 28k 98.39
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.7 $2.3M 21k 109.17
Invesco Exchange Traded Self I Invsco Blsh 26 Etf Invsco Blsh 26 Etf (BSJQ) 0.6 $2.1M NEW 82k 25.67
Casey's General Stores (CASY) 0.6 $2.1M 11k 188.48
Ishares Trust Aggres Alloc Etf Aggres Alloc Etf (AOA) 0.6 $2.0M +50% 29k 69.79
Ssga Active Etf Tr Mult Ass Rlrtn Etf Mult Ass Rlrtn Etf (RLY) 0.6 $1.9M 66k 28.57
Ishares Trust Sp Smcp600vl Etf Sp Smcp600vl Etf (IJS) 0.5 $1.8M -12% 18k 100.68
Ishares Trust S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ) 0.5 $1.7M -17% 17k 103.03
Ishares Trust Iboxx Inv Cp Etf Iboxx Inv Cp Etf (LQD) 0.5 $1.7M +6% 13k 133.00
Flexshares Trust Iboxx 3r Targt Etf Iboxx 3r Targt Etf (TDTT) 0.5 $1.6M 61k 26.30
Apple (AAPL) 0.5 $1.6M -5% 11k 141.54
At&t (T) 0.5 $1.5M 57k 27.01
Spdr Series Trust Bloomberg Srt Tr Etf Bloomberg Srt Tr Etf (SJNK) 0.4 $1.5M 54k 27.39
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.4 $1.4M -7% 28k 50.01
Ishares Trust S&p Sml 600 Gwt Etf S&p Sml 600 Gwt Etf (IJT) 0.4 $1.4M NEW 11k 130.05
Ishares Trust Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG) 0.4 $1.3M 15k 87.48
Select Sector Spdr Trust Sbi Materials Etf Sbi Materials Etf (XLB) 0.4 $1.3M -12% 16k 79.10
Vaneck Etf Trust Fallen Angel High Yld Bd Ef Fallen Angel High Yld Bd Ef (ANGL) 0.4 $1.2M +20% 37k 33.06
Ishares Trust Grwt Allocat Etf Grwt Allocat Etf (AOR) 0.3 $1.2M +41% 21k 55.47
Vanguard Energy Etf Energy Etf (VDE) 0.3 $997k -60% 14k 73.86
Ishares Trust Modert Alloc Etf Modert Alloc Etf (AOM) 0.3 $862k 19k 44.76
Ishares Trust Conser Alloc Etf Conser Alloc Etf (AOK) 0.3 $860k -2% 22k 39.49
Invesco Exchange Traded Self I Bulshs 2022 Cb Etf Bulshs 2022 Cb Etf (BSCM) 0.3 $844k -44% 39k 21.53
Wells Fargo & Company (WFC) 0.2 $834k +40% 18k 46.43
Spdr Series Trust Portfolio Ln Cor Etf Portfolio Ln Cor Etf (SPLB) 0.2 $833k -34% 27k 31.35
Meredith Corporation (MDP) 0.2 $713k 13k 55.72
Highland Fds I Hi Ld Iboxx Srln Etf Hi Ld Iboxx Srln Etf (SNLN) 0.2 $701k 44k 15.99
Wisdomtree Trust Us Smallcap Fund Etf Us Smallcap Fund Etf (EES) 0.2 $575k -22% 12k 48.36
Annaly Capital Management Inc Com Usd0.01 Com Usd0.01 (NLY) 0.2 $542k 64k 8.42
Spdr Series Trust Portfolio S&p 400 Mid Cap Etf Portfolio S&p 400 Mid Cap Etf (SPMD) 0.2 $538k -11% 12k 46.13
Kraft Heinz (KHC) 0.1 $410k -9% 11k 36.85
Invesco Exchange Traded Fund T Kbw Prem Yield Etf Kbw Prem Yield Etf (KBWY) 0.1 $395k +7% 17k 23.17
Mp Materials Corp Com Cl A Com Cl A (MP) 0.1 $378k +12% 12k 32.21
Invesco Exchange Traded Self I Bulshs 2021 Hy Etf Bulshs 2021 Hy Etf (BSJL) 0.1 $360k -65% 16k 23.02
Cleveland-cliffs (CLF) 0.1 $341k NEW 17k 19.83
Microvision Inc Del (MVIS) 0.1 $308k 28k 11.05
Ford Motor Company (F) 0.1 $300k -17% 21k 14.17
Etf Managers Trust Etfmg Altr Hrvst Etfmg Altr Hrvst (MJ) 0.1 $289k +10% 20k 14.39
Invesco Exchange Traded Self I Bulshs 2025 Cb Etf Bulshs 2025 Cb Etf (BSCP) 0.1 $253k -10% 11k 22.24

Past Filings by Legacy Financial Group

SEC 13F filings are viewable for Legacy Financial Group going back to 2020