Legacy Financial Group
Latest statistics and disclosures from Legacy Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SDY, IUSG, VOO, VB, IGIB, and represent 50.19% of Legacy Financial Group's stock portfolio.
- Added to shares of these 1 stock: BSCS.
- Reduced shares in these 10 stocks: BSCO (-$13B), EFV (-$4.0B), AOA (-$3.9B), TLT (-$2.9B), IVW (-$2.7B), , BUFD (-$2.3B), ITOT (-$2.2B), IJH (-$2.0B), AAPL (-$1.9B).
- Sold out of its positions in AGCO, AMC, T, ARKK, ARKG, ABT, ABBV, PPLT, PALL, SIVR.
- Legacy Financial Group was a net seller of stock by $-82B.
- Legacy Financial Group has $22M in assets under management (AUM), dropping by -99.99%.
- Central Index Key (CIK): 0001834011
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Legacy Financial Group holds 29 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Ser Tr S&p Divid Etf (SDY) | 13.3 | $2.9M | -94% | 24k | 124.98 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 13.1 | $2.9M | -94% | 28k | 104.08 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.1 | $2.4M | -93% | 5.6k | 436.76 |
|
Vanguard Index Fds Small Cp Etf (VB) | 7.5 | $1.7M | -94% | 7.7k | 213.37 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 5.2 | $1.1M | -93% | 22k | 52.01 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.6 | $1.0M | -94% | 21k | 47.89 |
|
Wisdomtree Tr Em Ex St-owned (XSOE) | 4.3 | $948k | -94% | 33k | 28.88 |
|
Ishares Tr Tips Bd Etf (TIP) | 4.1 | $897k | -92% | 8.3k | 107.54 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.1 | $675k | -92% | 8.8k | 77.03 |
|
Ishares Tr Cre U S Reit Etf (USRT) | 2.9 | $650k | -95% | 12k | 54.30 |
|
Ishares Tr Core Total Usd (IUSB) | 2.8 | $609k | -94% | 13k | 46.04 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.5 | $550k | -94% | 3.7k | 147.02 |
|
Spdr Ser Tr Portfolio Ln Cor (SPLB) | 2.1 | $462k | -92% | 19k | 23.78 |
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.1 | $456k | -93% | 11k | 42.23 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.0 | $447k | -91% | 6.1k | 73.57 |
|
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 1.9 | $428k | -96% | 19k | 22.73 |
|
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.9 | $423k | -96% | 22k | 19.44 |
|
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 1.9 | $421k | -96% | 18k | 23.13 |
|
Casey's General Stores (CASY) | 1.8 | $393k | -84% | 1.4k | 275.02 |
|
Deere & Company (DE) | 1.6 | $350k | -81% | 875.00 | 400.00 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $313k | -92% | 1.3k | 232.37 |
|
Amazon (AMZN) | 1.3 | $277k | -87% | 1.8k | 152.20 |
|
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.2 | $267k | +77% | 13k | 20.29 |
|
Ishares Tr Mbs Etf (MBB) | 1.2 | $255k | -94% | 2.7k | 94.20 |
|
Microsoft Corporation (MSFT) | 1.1 | $252k | -92% | 671.00 | 375.56 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $243k | -93% | 682.00 | 356.31 |
|
Ishares Tr TRS FLT RT BD (TFLO) | 1.0 | $226k | -94% | 4.5k | 50.38 |
|
Ishares Tr U.s. Tech Etf (IYW) | 1.0 | $221k | -92% | 1.8k | 122.78 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $201k | -95% | 2.1k | 96.63 |
|
Past Filings by Legacy Financial Group
SEC 13F filings are viewable for Legacy Financial Group going back to 2020
- Legacy Financial Group 2023 Q4 filed Jan. 22, 2024
- Legacy Financial Group 2023 Q3 filed Oct. 24, 2023
- Legacy Financial Group 2023 Q2 filed July 24, 2023
- Legacy Financial Group 2023 Q1 filed April 21, 2023
- Legacy Financial Group 2022 Q4 filed Jan. 26, 2023
- Legacy Financial Group 2022 Q3 filed Oct. 13, 2022
- Legacy Financial Group 2022 Q2 filed July 8, 2022
- Legacy Financial Group 2022 Q1 filed April 12, 2022
- Legacy Financial Group 2021 Q4 filed Jan. 20, 2022
- Legacy Financial Group 2021 Q3 filed Oct. 22, 2021
- Legacy Financial Group 2021 Q2 filed July 20, 2021
- Legacy Financial Group 2021 Q1 filed April 26, 2021
- Legacy Financial Group 2020 Q4 filed Jan. 28, 2021