Legacy Private Trust
Latest statistics and disclosures from Legacy Private Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AGG, VTI, ACWX, ITOT, and represent 21.82% of Legacy Private Trust's stock portfolio.
- Added to shares of these 10 stocks: JAGG (+$9.4M), IJR (+$8.9M), JPST (+$8.2M), USMV (+$8.1M), SHY, AGG, VCIT, IVOL, VTV, VOT.
- Started 11 new stock positions in VOT, BSCN, AXP, IBMN, VBR, FNDF, BX, DFS, VEU, JAGG. IAU.
- Reduced shares in these 10 stocks: Jp Morgan Exchange Traded Fd fund (-$9.4M), JMBS, BND, TLT, BWX, PCY, NVDA, SPDW, SPHQ, VEA.
- Sold out of its positions in iShares Gold Trust, Jp Morgan Exchange Traded Fd fund.
- Legacy Private Trust was a net buyer of stock by $17M.
- Legacy Private Trust has $1.2B in assets under management (AUM), dropping by 6.97%.
- Central Index Key (CIK): 0001352547
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Portfolio Holdings for Legacy Private Trust
Companies in the Legacy Private Trust portfolio as of the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.7 | $92M | 213k | 429.92 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 3.7 | $44M | +10% | 382k | 115.33 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $44M | -3% | 196k | 222.82 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.4 | $41M | +2% | 708k | 57.51 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.3 | $39M | +2% | 392k | 98.76 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.2 | $38M | -9% | 447k | 85.89 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 2.6 | $30M | -5% | 624k | 48.60 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.5 | $29M | -2% | 169k | 173.43 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.4 | $29M | 527k | 54.31 | ||
| Apple (AAPL) | 2.2 | $26M | 192k | 136.96 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $25M | +55% | 220k | 112.98 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.0 | $24M | 231k | 104.27 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.5 | $18M | -8% | 355k | 51.52 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.5 | $18M | +88% | 344k | 50.74 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.5 | $17M | +3% | 304k | 57.28 | |
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 1.4 | $17M | -7% | 255k | 67.20 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.4 | $17M | +22% | 178k | 95.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $16M | -3% | 6.6k | 2441.86 | |
| Ark Etf Tr Innovation Etf (ARKK) | 1.4 | $16M | +2% | 123k | 130.78 | |
| Amplify Etf Tr Blackswan Grwt (SWAN) | 1.2 | $15M | +4% | 426k | 34.27 | |
| Ishares Tr National Mun Etf (MUB) | 1.1 | $13M | 113k | 117.20 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $13M | 202k | 65.68 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $13M | +172% | 174k | 73.61 | |
| Target Corporation (TGT) | 1.0 | $12M | -8% | 50k | 241.75 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.0 | $12M | -16% | 325k | 36.79 | |
| NVIDIA Corporation (NVDA) | 1.0 | $12M | -17% | 15k | 800.12 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.0 | $12M | -2% | 129k | 90.63 | |
| Union Pacific Corporation (UNP) | 0.9 | $11M | -3% | 50k | 219.92 | |
| Microsoft Corporation (MSFT) | 0.8 | $9.9M | -6% | 37k | 270.89 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $9.8M | 63k | 155.54 | ||
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.8 | $9.6M | +32% | 349k | 27.62 | |
| Facebook Cl A (FB) | 0.8 | $9.6M | +3% | 28k | 347.72 | |
| Fiserv (FISV) | 0.8 | $9.6M | 90k | 106.88 | ||
| J P Morgan Exchange-traded F Us Aggregate Etf (JAGG) | 0.8 | $9.4M | NEW | 173k | 54.46 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $9.0M | -2% | 25k | 365.07 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.7 | $8.7M | -32% | 163k | 53.14 | |
| Wal-Mart Stores (WMT) | 0.7 | $7.8M | -4% | 55k | 141.01 | |
| Kimberly-Clark Corporation (KMB) | 0.7 | $7.8M | 58k | 133.79 | ||
| Lowe's Companies (LOW) | 0.6 | $7.6M | 39k | 193.97 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $7.6M | +187% | 88k | 86.16 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.6 | $7.5M | 233k | 32.38 | ||
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.6 | $7.4M | +3% | 64k | 115.49 | |
| Amazon (AMZN) | 0.6 | $7.3M | 2.1k | 3439.94 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $7.2M | -2% | 48k | 150.74 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $7.1M | 37k | 192.29 | ||
| Ecolab (ECL) | 0.6 | $6.9M | -7% | 33k | 205.97 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $6.7M | 13k | 504.49 | ||
| Danaher Corporation (DHR) | 0.6 | $6.6M | -5% | 25k | 268.37 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $6.4M | -3% | 95k | 67.45 | |
| Associated Banc- (ASB) | 0.5 | $6.4M | -7% | 311k | 20.48 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $6.3M | -2% | 83k | 75.62 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $6.1M | +9% | 59k | 103.97 | |
| Proshares Tr Large Cap Cre (CSM) | 0.5 | $6.1M | -8% | 61k | 99.29 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.5 | $6.0M | 38k | 160.33 | ||
| Walt Disney Company (DIS) | 0.5 | $6.0M | 34k | 175.78 | ||
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.5 | $5.9M | +26% | 147k | 40.31 | |
| Stanley Black & Decker (SWK) | 0.5 | $5.8M | 28k | 204.99 | ||
| Intel Corporation (INTC) | 0.5 | $5.8M | +8% | 103k | 56.14 | |
| Cisco Systems (CSCO) | 0.5 | $5.7M | 107k | 53.00 | ||
| Ameriprise Financial (AMP) | 0.5 | $5.6M | 23k | 248.90 | ||
| Constellation Brands Cl A (STZ) | 0.5 | $5.5M | -3% | 24k | 233.87 | |
| Roper Industries (ROP) | 0.5 | $5.5M | -4% | 12k | 470.17 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $5.4M | 43k | 128.00 | ||
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $5.4M | -40% | 37k | 144.37 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $5.2M | -18% | 76k | 67.81 | |
| Johnson & Johnson (JNJ) | 0.4 | $5.2M | 31k | 164.74 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $4.9M | +11% | 18k | 268.71 | |
| Aptiv SHS (APTV) | 0.4 | $4.9M | +25% | 31k | 157.32 | |
| Allstate Corporation (ALL) | 0.4 | $4.9M | -11% | 37k | 130.43 | |
| Pfizer (PFE) | 0.4 | $4.8M | -4% | 123k | 39.16 | |
| Mettler-Toledo International (MTD) | 0.4 | $4.7M | -7% | 3.4k | 1385.22 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $4.7M | +35% | 25k | 188.59 | |
| Verizon Communications (VZ) | 0.4 | $4.6M | -4% | 82k | 56.03 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.5M | 12k | 393.54 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.4 | $4.4M | -2% | 23k | 186.86 | |
| First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) | 0.4 | $4.3M | -3% | 126k | 34.23 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $4.3M | 109k | 39.45 | ||
| Chevron Corporation (CVX) | 0.3 | $3.9M | +2% | 37k | 104.73 | |
| Bank of America Corporation (BAC) | 0.3 | $3.8M | 93k | 41.23 | ||
| McKesson Corporation (MCK) | 0.3 | $3.8M | 20k | 191.24 | ||
| Public Service Enterprise (PEG) | 0.3 | $3.7M | +2% | 63k | 59.74 | |
| Ishares Tr Ibonds Dec2021 (IBMJ) | 0.3 | $3.3M | +5% | 129k | 25.64 | |
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.3 | $3.2M | +42% | 43k | 74.07 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $3.2M | -6% | 27k | 115.61 | |
| Host Hotels & Resorts (HST) | 0.3 | $3.1M | +25% | 180k | 17.09 | |
| Capital One Financial (COF) | 0.2 | $2.9M | -2% | 19k | 154.68 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.9M | 63k | 45.50 | ||
| CVS Caremark Corporation (CVS) | 0.2 | $2.9M | -3% | 34k | 83.45 | |
| Abbvie (ABBV) | 0.2 | $2.7M | -17% | 24k | 112.65 | |
| Hp (HPQ) | 0.2 | $2.6M | +4% | 87k | 30.18 | |
| Merck & Co (MRK) | 0.2 | $2.6M | -10% | 33k | 77.76 | |
| Home Depot (HD) | 0.2 | $2.5M | -28% | 7.8k | 318.88 | |
| Nike CL B (NKE) | 0.2 | $2.4M | +20% | 16k | 154.51 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.2 | $2.4M | -20% | 30k | 79.82 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.4M | +252% | 18k | 137.44 | |
| ConocoPhillips (COP) | 0.2 | $2.4M | +22% | 39k | 60.90 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.2M | 44k | 51.29 | ||
| UnitedHealth (UNH) | 0.2 | $2.2M | -8% | 5.5k | 400.36 | |
| Stryker Corporation (SYK) | 0.2 | $2.2M | 8.5k | 259.79 | ||
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $2.2M | -55% | 78k | 27.63 | |
| Travelers Companies (TRV) | 0.2 | $2.1M | +34% | 14k | 149.73 | |
| Listed Fd Tr Shares Lag Cap (OVL) | 0.2 | $2.1M | +36% | 57k | 37.32 | |
| International Business Machines (IBM) | 0.2 | $2.1M | -2% | 14k | 146.59 | |
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.2 | $2.0M | +9% | 21k | 97.73 | |
| Abbott Laboratories (ABT) | 0.2 | $2.0M | 17k | 115.92 | ||
| First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 0.2 | $2.0M | -14% | 54k | 36.36 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.0M | +221% | 18k | 107.81 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.9M | 19k | 100.98 | ||
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $1.9M | 52k | 36.70 | ||
| First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) | 0.2 | $1.9M | -11% | 51k | 36.17 | |
| Spdr Ser Tr Blomberg Intl Tr (BWX) | 0.2 | $1.8M | -63% | 62k | 29.34 | |
| 1berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | 6.6k | 277.90 | ||
| Eli Lilly & Co. (LLY) | 0.2 | $1.8M | -4% | 7.8k | 229.53 | |
| First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) | 0.2 | $1.8M | -6% | 48k | 37.78 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $1.8M | -10% | 57k | 31.15 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.8M | -2% | 18k | 99.39 | |
| First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) | 0.1 | $1.8M | -2% | 52k | 34.38 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.8M | -4% | 6.0k | 294.72 | |
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $1.7M | -2% | 34k | 50.48 | |
| Visa Com Cl A (V) | 0.1 | $1.7M | -3% | 7.2k | 233.76 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $1.6M | +35% | 18k | 92.50 | |
| First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.1 | $1.6M | -7% | 43k | 36.92 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.6M | -24% | 12k | 135.40 | |
| Nicolet Bankshares (NCBS) | 0.1 | $1.6M | -4% | 23k | 70.35 | |
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.1 | $1.6M | +67% | 60k | 26.25 | |
| Broadcom (AVGO) | 0.1 | $1.6M | 3.3k | 476.89 | ||
| Ishares Tr Ibonds Dec2023 (IBML) | 0.1 | $1.5M | +62% | 59k | 26.11 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.5M | -15% | 25k | 60.92 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.5M | NEW | 6.2k | 236.30 | |
| Us Bancorp Del Com New (USB) | 0.1 | $1.4M | -12% | 25k | 56.96 | |
| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.4M | 9.1k | 152.33 | ||
| Tyson Foods Cl A (TSN) | 0.1 | $1.3M | +2% | 18k | 73.74 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $1.3M | +25% | 25k | 52.62 | |
| Linde SHS (LIN) | 0.1 | $1.3M | +58% | 4.3k | 289.23 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | -4% | 10k | 116.59 | |
| Pepsi (PEP) | 0.1 | $1.2M | -5% | 7.8k | 148.17 | |
| 3M Company (MMM) | 0.1 | $1.1M | 5.8k | 198.55 | ||
| Amcor Ord (AMCR) | 0.1 | $1.1M | 99k | 11.46 | ||
| Procter & Gamble Company (PG) | 0.1 | $1.1M | -33% | 8.4k | 134.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | -2% | 2.6k | 427.96 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | -4% | 15k | 66.81 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.0M | NEW | 5.8k | 173.62 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.0M | +23% | 31k | 32.39 | |
| CSX Corporation (CSX) | 0.1 | $990k | +200% | 31k | 32.07 | |
| Best Buy (BBY) | 0.1 | $983k | 8.5k | 115.02 | ||
| T. Rowe Price (TROW) | 0.1 | $955k | +10% | 4.8k | 197.89 | |
| Emerson Electric (EMR) | 0.1 | $951k | +6% | 9.9k | 96.22 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $950k | 4.0k | 237.44 | ||
| AFLAC Incorporated (AFL) | 0.1 | $944k | -8% | 18k | 53.68 | |
| Ishares Tr Ibonds Dec (IBMM) | 0.1 | $927k | +192% | 34k | 26.99 | |
| Wec Energy Group (WEC) | 0.1 | $924k | -4% | 10k | 88.96 | |
| Bank First National Corporation (BFC) | 0.1 | $917k | -3% | 13k | 69.78 | |
| Zoetis Cl A (ZTS) | 0.1 | $913k | 4.9k | 186.33 | ||
| Copart (CPRT) | 0.1 | $907k | -3% | 6.9k | 131.83 | |
| McDonald's Corporation (MCD) | 0.1 | $899k | -2% | 3.9k | 230.99 | |
| Coca-Cola Company (KO) | 0.1 | $828k | 15k | 54.13 | ||
| Global X Fds Fintech Etf (FINX) | 0.1 | $822k | +129% | 17k | 47.71 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $816k | -20% | 16k | 51.00 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $808k | 3.3k | 242.21 | ||
| Amgen (AMGN) | 0.1 | $805k | -6% | 3.3k | 243.79 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $801k | 1.6k | 491.11 | ||
| DTE Energy Company (DTE) | 0.1 | $751k | 5.8k | 129.64 | ||
| Medtronic SHS (MDT) | 0.1 | $742k | +12% | 6.0k | 124.10 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $720k | +23% | 11k | 67.01 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.1 | $704k | -5% | 33k | 21.09 | |
| Moody's Corporation (MCO) | 0.1 | $669k | 1.8k | 362.41 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $654k | -2% | 8.1k | 80.98 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $645k | 6.2k | 104.76 | ||
| Advance Auto Parts (AAP) | 0.1 | $640k | 3.1k | 205.13 | ||
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $624k | -27% | 20k | 31.88 | |
| Honeywell International (HON) | 0.1 | $613k | 2.8k | 219.32 | ||
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.1 | $597k | -7% | 26k | 23.36 | |
| General Electric Company | 0.0 | $593k | 44k | 13.46 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) | 0.0 | $586k | 2.0k | 292.85 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $567k | 10k | 55.13 | ||
| Exxon Mobil Corporation (XOM) | 0.0 | $567k | -6% | 9.0k | 63.03 | |
| Indexiq Etf Tr Hdgd Ftse Intl (HFXI) | 0.0 | $532k | -29% | 22k | 24.75 | |
| TJX Companies (TJX) | 0.0 | $498k | 7.4k | 67.41 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $497k | +3% | 6.6k | 74.82 | |
| Air Products & Chemicals (APD) | 0.0 | $493k | -7% | 1.7k | 287.97 | |
| General Dynamics Corporation (GD) | 0.0 | $489k | 2.6k | 188.08 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $482k | -12% | 6.1k | 78.89 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $475k | 3.1k | 154.72 | ||
| Fidelity National Information Services (FIS) | 0.0 | $457k | -6% | 3.2k | 141.71 | |
| County Ban (ICBK) | 0.0 | $454k | 13k | 33.93 | ||
| Applied Materials (AMAT) | 0.0 | $451k | 3.2k | 142.32 | ||
| First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.0 | $446k | -5% | 13k | 34.66 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.0 | $446k | 21k | 21.57 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $436k | -11% | 1.1k | 396.00 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $429k | 12k | 36.70 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $406k | -11% | 2.5k | 165.65 | |
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $401k | NEW | 14k | 27.99 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $397k | -32% | 575.00 | 690.43 | |
| Qualcomm (QCOM) | 0.0 | $383k | 2.7k | 142.80 | ||
| Regal-beloit Corporation (RBC) | 0.0 | $360k | -27% | 2.7k | 133.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $336k | -13% | 134.00 | 2507.46 | |
| Corning Incorporated (GLW) | 0.0 | $336k | -16% | 8.2k | 40.88 | |
| Alliant Energy Corporation (LNT) | 0.0 | $335k | 6.0k | 55.83 | ||
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $334k | NEW | 10k | 33.26 | |
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.0 | $330k | -2% | 3.8k | 86.84 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $321k | NEW | 9.5k | 33.71 | |
| Unilever Spon Adr New (UL) | 0.0 | $314k | 5.4k | 58.46 | ||
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $306k | 5.1k | 59.71 | ||
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $289k | 21k | 14.05 | ||
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $287k | 18k | 16.26 | ||
| American Tower Reit (AMT) | 0.0 | $286k | -2% | 1.1k | 269.81 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $286k | -6% | 1.1k | 271.60 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $285k | -7% | 995.00 | 286.43 | |
| Standex Int'l (SXI) | 0.0 | $285k | 3.0k | 95.00 | ||
| Chubb (CB) | 0.0 | $279k | -12% | 1.8k | 158.70 | |
| Plexus (PLXS) | 0.0 | $271k | 3.0k | 91.25 | ||
| Udr (UDR) | 0.0 | $265k | 5.4k | 49.05 | ||
| Globe Life (GL) | 0.0 | $251k | 2.6k | 95.26 | ||
| Philip Morris International (PM) | 0.0 | $245k | +5% | 2.5k | 99.19 | |
| Baxter International (BAX) | 0.0 | $241k | 3.0k | 80.47 | ||
| Cummins (CMI) | 0.0 | $238k | 975.00 | 244.10 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.0 | $230k | NEW | 11k | 21.75 | |
| American Express Company (AXP) | 0.0 | $226k | NEW | 1.4k | 165.22 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $223k | 972.00 | 229.42 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $217k | NEW | 2.2k | 97.31 | |
| Discover Financial Services (DFS) | 0.0 | $201k | NEW | 1.7k | 118.24 | |
| 1vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $201k | NEW | 3.2k | 63.41 | |
| Grillit (GRLT) | 0.0 | $20k | 11M | 0.00 | ||
| Sionix (SINX) | 0.0 | $4.0k | 2.4M | 0.00 |
Past Filings by Legacy Private Trust
SEC 13F filings are viewable for Legacy Private Trust going back to 2011
- Legacy Private Trust 2021 Q2 filed July 9, 2021
- Legacy Private Trust 2021 Q1 filed April 9, 2021
- Legacy Private Trust 2020 Q4 filed Jan. 12, 2021
- Legacy Private Trust 2020 Q3 filed Oct. 14, 2020
- Legacy Private Trust 2020 Q2 filed July 9, 2020
- Legacy Private Trust 2020 Q1 filed April 23, 2020
- Legacy Private Trust 2019 Q4 filed Jan. 14, 2020
- Legacy Private Trust 2019 Q3 filed Oct. 10, 2019
- Legacy Private Trust 2019 Q2 filed July 18, 2019
- Legacy Private Trust 2019 Q1 filed April 11, 2019
- Legacy Private Trust 2018 Q4 filed Jan. 16, 2019
- Legacy Private Trust 2018 Q3 filed Oct. 10, 2018
- Legacy Private Trust 2018 Q2 filed July 13, 2018
- Legacy Private Trust 2018 Q1 filed April 13, 2018
- Legacy Private Trust 2017 Q4 filed Jan. 16, 2018
- Legacy Private Trust 2017 Q3 filed Oct. 13, 2017