Legacy Private Trust
Latest statistics and disclosures from Legacy Private Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BND, VTI, AGG, ACWX, and represent 23.20% of Legacy Private Trust's stock portfolio.
- Added to shares of these 10 stocks: VWO (+$7.7M), SWAN, IVOL, PCY, AGG, JAGG, BND, JPST, VCIT, TIP.
- Started 10 new stock positions in FMAY, IVOL, UDR, BIIB, SXI, UL, BWX, PCY, FAUG, BSCN.
- Reduced shares in these 10 stocks: VEA (-$5.4M), DNOV, IEF, SPDW, ITOT, CSM, FNOV, CVS, SPHQ, DAUG.
- Sold out of its positions in CMCSA, FNOV, Invesco Bulletshares 2020 Corp, Unilever.
- Legacy Private Trust was a net seller of stock by $-2.2M.
- Legacy Private Trust has $1.1B in assets under management (AUM), dropping by 9.32%.
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Portfolio Holdings for Legacy Private Trust
Companies in the Legacy Private Trust portfolio as of the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $84M | 224k | 375.39 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.7 | $50M | +4% | 567k | 88.19 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $40M | 204k | 194.64 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 3.6 | $38M | +6% | 320k | 118.19 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.2 | $34M | 643k | 53.04 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.2 | $34M | -5% | 395k | 86.22 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 2.7 | $28M | -5% | 675k | 42.11 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.6 | $27M | 168k | 161.29 | ||
| Apple (AAPL) | 2.4 | $26M | -4% | 194k | 132.69 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.1 | $22M | +54% | 439k | 50.11 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.1 | $22M | 239k | 90.99 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.7 | $18M | -23% | 380k | 47.21 | |
| Ark Etf Tr Innovation Etf (ARKK) | 1.6 | $17M | -4% | 135k | 124.49 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.5 | $15M | +7% | 271k | 56.73 | |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.4 | $15M | +14% | 155k | 97.14 | |
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 1.4 | $15M | +2% | 259k | 57.81 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.4 | $15M | -2% | 93k | 157.73 | |
| Ishares Tr National Mun Etf (MUB) | 1.3 | $14M | +2% | 117k | 117.20 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.2 | $13M | -14% | 382k | 33.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $12M | -5% | 7.0k | 1752.61 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $12M | -5% | 201k | 60.16 | |
| Fiserv (FISV) | 1.1 | $12M | -2% | 103k | 113.86 | |
| Union Pacific Corporation (UNP) | 1.1 | $12M | 56k | 208.22 | ||
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.1 | $11M | -2% | 140k | 79.88 | |
| Amplify Etf Tr Blackswan Grwt (SWAN) | 1.0 | $11M | +69% | 330k | 32.82 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $11M | +5% | 117k | 91.90 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $9.9M | 28k | 356.94 | ||
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.9 | $9.7M | +8% | 182k | 53.46 | |
| NVIDIA Corporation (NVDA) | 0.9 | $9.7M | -8% | 19k | 522.21 | |
| Microsoft Corporation (MSFT) | 0.9 | $9.4M | +14% | 42k | 222.41 | |
| Target Corporation (TGT) | 0.9 | $9.2M | -6% | 52k | 176.54 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.8 | $8.8M | -28% | 73k | 119.95 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.8 | $8.4M | +29% | 166k | 50.79 | |
| Wal-Mart Stores (WMT) | 0.8 | $8.4M | -4% | 58k | 144.15 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $8.1M | -7% | 64k | 127.06 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.7 | $7.9M | -2% | 240k | 33.06 | |
| Proshares Tr Large Cap Cre (CSM) | 0.7 | $7.8M | -19% | 93k | 84.38 | |
| Ecolab (ECL) | 0.7 | $7.5M | -3% | 35k | 216.37 | |
| Kimberly-Clark Corporation (KMB) | 0.7 | $7.5M | 55k | 134.83 | ||
| Amazon (AMZN) | 0.7 | $7.3M | -2% | 2.2k | 3256.91 | |
| Facebook Cl A (FB) | 0.7 | $7.2M | 26k | 273.17 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $6.7M | -10% | 53k | 127.54 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $6.7M | -2% | 97k | 69.42 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $6.6M | -10% | 14k | 465.79 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $6.4M | -4% | 39k | 164.13 | |
| First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) | 0.6 | $6.2M | 191k | 32.38 | ||
| Lowe's Companies (LOW) | 0.6 | $6.2M | -5% | 39k | 160.52 | |
| Walt Disney Company (DIS) | 0.6 | $6.1M | +2% | 33k | 181.19 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.6 | $6.0M | -10% | 98k | 61.63 | |
| Associated Banc- (ASB) | 0.6 | $5.9M | -3% | 347k | 17.05 | |
| Danaher Corporation (DHR) | 0.6 | $5.9M | -7% | 26k | 222.15 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $5.8M | -2% | 90k | 64.15 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.5 | $5.6M | -3% | 42k | 133.20 | |
| Verizon Communications (VZ) | 0.5 | $5.4M | -8% | 92k | 58.75 | |
| Constellation Brands Cl A (STZ) | 0.5 | $5.1M | 23k | 219.03 | ||
| Roper Industries (ROP) | 0.5 | $5.0M | -9% | 12k | 431.08 | |
| Allstate Corporation (ALL) | 0.5 | $5.0M | 45k | 109.94 | ||
| 1ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $4.9M | 72k | 67.87 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $4.8M | 53k | 90.94 | ||
| Mettler-Toledo International (MTD) | 0.5 | $4.8M | -4% | 4.2k | 1139.67 | |
| Johnson & Johnson (JNJ) | 0.5 | $4.8M | +11% | 30k | 157.39 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $4.7M | +50% | 37k | 127.65 | |
| Ameriprise Financial (AMP) | 0.4 | $4.7M | 24k | 194.35 | ||
| Stanley Black & Decker (SWK) | 0.4 | $4.7M | +5% | 27k | 178.57 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.4 | $4.5M | +31% | 91k | 50.08 | |
| Intel Corporation (INTC) | 0.4 | $4.5M | -14% | 90k | 49.82 | |
| Cisco Systems (CSCO) | 0.4 | $4.4M | -11% | 98k | 44.75 | |
| Pfizer (PFE) | 0.4 | $4.3M | -7% | 118k | 36.81 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.4 | $4.1M | -3% | 27k | 150.96 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.0M | +5% | 12k | 343.72 | |
| J P Morgan Exchange-traded F Us Aggregate (JAGG) | 0.4 | $3.9M | +111% | 141k | 27.85 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.7M | -2% | 104k | 36.01 | |
| McKesson Corporation (MCK) | 0.3 | $3.6M | -7% | 21k | 173.91 | |
| Abbvie (ABBV) | 0.3 | $3.6M | -8% | 34k | 107.16 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $3.5M | -2% | 30k | 117.64 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $3.5M | 15k | 229.85 | ||
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.3 | $3.4M | NEW | 121k | 27.97 | |
| Ishares Tr Ibonds Dec2021 (IBMJ) | 0.3 | $3.2M | 122k | 25.78 | ||
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.3 | $3.1M | 38k | 82.30 | ||
| Public Service Enterprise (PEG) | 0.3 | $2.9M | +16% | 50k | 58.29 | |
| Home Depot (HD) | 0.3 | $2.9M | -12% | 11k | 265.62 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $2.9M | +10% | 18k | 164.65 | |
| 1spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $2.8M | +100% | 67k | 42.15 | |
| Bank of America Corporation (BAC) | 0.3 | $2.7M | -14% | 91k | 30.31 | |
| Merck & Co (MRK) | 0.3 | $2.7M | 33k | 81.80 | ||
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.3 | $2.7M | NEW | 92k | 28.85 | |
| Procter & Gamble Company (PG) | 0.2 | $2.6M | +65% | 19k | 139.13 | |
| Chevron Corporation (CVX) | 0.2 | $2.6M | 31k | 84.47 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.6M | -16% | 30k | 86.37 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.6M | -20% | 46k | 56.23 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $2.4M | +6% | 76k | 31.17 | |
| Aptiv SHS (APTV) | 0.2 | $2.3M | 18k | 130.31 | ||
| Abbott Laboratories (ABT) | 0.2 | $2.3M | +21% | 21k | 109.49 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $2.2M | -3% | 60k | 37.18 | |
| CVS Caremark Corporation (CVS) | 0.2 | $2.2M | -44% | 32k | 68.29 | |
| UnitedHealth (UNH) | 0.2 | $2.2M | -8% | 6.1k | 350.62 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.1M | +49% | 41k | 51.64 | |
| Stryker Corporation (SYK) | 0.2 | $2.1M | 8.6k | 245.05 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $2.1M | -2% | 15k | 140.78 | |
| Nike CL B (NKE) | 0.2 | $2.0M | +144% | 14k | 141.44 | |
| International Business Machines (IBM) | 0.2 | $1.8M | -4% | 15k | 125.87 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.8M | -6% | 6.9k | 261.22 | |
| First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) | 0.2 | $1.8M | -45% | 54k | 33.12 | |
| Capital One Financial (COF) | 0.2 | $1.8M | +30% | 18k | 98.86 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.7M | 20k | 88.67 | ||
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.2 | $1.7M | -20% | 34k | 50.57 | |
| Hp (HPQ) | 0.2 | $1.7M | 70k | 24.59 | ||
| Visa Com Cl A (V) | 0.2 | $1.7M | -3% | 7.7k | 218.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.6M | 6.8k | 231.94 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.5M | +290% | 18k | 85.09 | |
| Nicolet Bankshares (NCBS) | 0.1 | $1.5M | -4% | 23k | 66.33 | |
| Broadcom (AVGO) | 0.1 | $1.5M | -6% | 3.4k | 437.74 | |
| Best Buy (BBY) | 0.1 | $1.5M | -13% | 15k | 99.81 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.4M | -2% | 8.4k | 168.87 | |
| Travelers Companies (TRV) | 0.1 | $1.4M | -8% | 10k | 140.37 | |
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.1 | $1.4M | 18k | 79.56 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $1.4M | -8% | 30k | 46.59 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | 13k | 96.17 | ||
| Pepsi (PEP) | 0.1 | $1.3M | -2% | 8.5k | 148.29 | |
| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.2M | 9.1k | 133.47 | ||
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $1.2M | -2% | 13k | 93.29 | |
| Amcor Ord (AMCR) | 0.1 | $1.2M | 99k | 11.77 | ||
| Spdr Ser Tr Blomberg Intl Tr (BWX) | 0.1 | $1.1M | NEW | 35k | 31.22 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $1.1M | -7% | 26k | 41.27 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | -5% | 17k | 62.05 | |
| Wec Energy Group (WEC) | 0.1 | $1.0M | 11k | 91.99 | ||
| ConocoPhillips (COP) | 0.1 | $991k | -29% | 25k | 40.00 | |
| T. Rowe Price (TROW) | 0.1 | $986k | +62% | 6.5k | 151.46 | |
| Copart (CPRT) | 0.1 | $977k | 7.7k | 127.21 | ||
| Tyson Foods Cl A (TSN) | 0.1 | $959k | -27% | 15k | 64.47 | |
| 3M Company (MMM) | 0.1 | $958k | 5.5k | 174.79 | ||
| McDonald's Corporation (MCD) | 0.1 | $950k | 4.4k | 214.54 | ||
| Ishares Tr Ibonds Dec2023 (IBML) | 0.1 | $948k | 36k | 26.19 | ||
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.1 | $946k | 36k | 26.35 | ||
| Amgen (AMGN) | 0.1 | $943k | -31% | 4.1k | 229.83 | |
| CSX Corporation (CSX) | 0.1 | $934k | 10k | 90.76 | ||
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) | 0.1 | $928k | 29k | 32.46 | ||
| AFLAC Incorporated (AFL) | 0.1 | $927k | 21k | 44.49 | ||
| Linde SHS (LIN) | 0.1 | $901k | +123% | 3.4k | 263.63 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $894k | 2.4k | 373.75 | ||
| Bank First National Corporation (BFC) | 0.1 | $884k | -3% | 14k | 64.80 | |
| Coca-Cola Company (KO) | 0.1 | $839k | -4% | 15k | 54.86 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $827k | 4.0k | 206.70 | ||
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.1 | $823k | 39k | 21.20 | ||
| Zoetis Cl A (ZTS) | 0.1 | $811k | +2% | 4.9k | 165.51 | |
| Indexiq Etf Tr Hdgd Ftse Intl (HFXI) | 0.1 | $780k | -25% | 34k | 22.67 | |
| DTE Energy Company (DTE) | 0.1 | $718k | 5.9k | 121.49 | ||
| Medtronic SHS (MDT) | 0.1 | $716k | +131% | 6.1k | 117.06 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $707k | +20% | 3.3k | 211.93 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $685k | 1.6k | 419.99 | ||
| Emerson Electric (EMR) | 0.1 | $675k | +42% | 8.4k | 80.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $673k | -28% | 3.8k | 178.33 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $639k | 7.0k | 91.46 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $623k | -7% | 21k | 29.48 | |
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) | 0.1 | $617k | 18k | 34.05 | ||
| Host Hotels & Resorts (HST) | 0.1 | $616k | +15% | 42k | 14.64 | |
| Moody's Corporation (MCO) | 0.1 | $614k | -2% | 2.1k | 290.03 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $612k | 5.7k | 108.07 | ||
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) | 0.1 | $610k | +14% | 19k | 31.75 | |
| Honeywell International (HON) | 0.1 | $604k | -12% | 2.8k | 212.68 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $604k | +300% | 8.4k | 72.18 | |
| First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 0.1 | $595k | -52% | 18k | 33.10 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.1 | $572k | -4% | 27k | 21.16 | |
| Applied Materials (AMAT) | 0.1 | $556k | -13% | 6.4k | 86.35 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $531k | 10k | 51.63 | ||
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $531k | -8% | 3.3k | 162.83 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.1 | $530k | +88% | 24k | 21.77 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $528k | 8.5k | 62.02 | ||
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) | 0.0 | $512k | +39% | 16k | 32.73 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $508k | 7.0k | 72.97 | ||
| Air Products & Chemicals (APD) | 0.0 | $505k | -2% | 1.8k | 273.12 | |
| TJX Companies (TJX) | 0.0 | $504k | -3% | 7.4k | 68.24 | |
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) | 0.0 | $501k | 1.9k | 261.35 | ||
| Advance Auto Parts (AAP) | 0.0 | $491k | 3.1k | 157.37 | ||
| General Electric Company (GE) | 0.0 | $491k | 46k | 10.80 | ||
| Regal-beloit Corporation (RBC) | 0.0 | $454k | 3.7k | 122.70 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $454k | -60% | 11k | 39.87 | |
| Vanguard Chester Fds Tgt Ret2050 Fd | 0.0 | $453k | +3% | 10k | 45.47 | |
| Fidelity National Information Services (FIS) | 0.0 | $447k | -2% | 3.2k | 141.41 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $444k | 17k | 26.59 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $443k | +10% | 6.4k | 69.13 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $439k | 3.1k | 141.25 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $428k | -3% | 1.1k | 376.43 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $422k | +8% | 3.5k | 119.04 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $415k | 850.00 | 488.24 | ||
| General Dynamics Corporation (GD) | 0.0 | $414k | -3% | 2.8k | 148.92 | |
| Alliant Energy Corporation (LNT) | 0.0 | $412k | +33% | 8.0k | 51.50 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $410k | -23% | 1.7k | 241.03 | |
| First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) | 0.0 | $409k | NEW | 12k | 34.51 | |
| Qualcomm (QCOM) | 0.0 | $409k | -5% | 2.7k | 152.50 | |
| Chubb (CB) | 0.0 | $396k | -6% | 2.6k | 153.91 | |
| First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.0 | $390k | -91% | 12k | 33.28 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $390k | 2.0k | 196.18 | ||
| Exxon Mobil Corporation (XOM) | 0.0 | $381k | -27% | 9.3k | 41.17 | |
| Corning Incorporated (GLW) | 0.0 | $345k | -3% | 9.6k | 35.99 | |
| Global X Fds Fintech Etf (FINX) | 0.0 | $337k | 7.2k | 46.73 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $336k | +4% | 11k | 29.50 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $333k | 22k | 15.36 | ||
| Ishares Gold Trust Ishares (IAU) | 0.0 | $331k | 18k | 18.14 | ||
| First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.0 | $330k | NEW | 9.5k | 34.70 | |
| Ishares Tr Ibonds Dec (IBMM) | 0.0 | $318k | 12k | 27.12 | ||
| Baxter International (BAX) | 0.0 | $315k | -7% | 3.9k | 80.15 | |
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.0 | $315k | 3.8k | 82.89 | ||
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $310k | 21k | 15.07 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $298k | -11% | 170.00 | 1752.94 | |
| Unilever Spon Adr New (UL) | 0.0 | $297k | NEW | 4.9k | 60.35 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $296k | 1.2k | 252.99 | ||
| County Ban (ICBK) | 0.0 | $295k | 13k | 22.05 | ||
| Udr (UDR) | 0.0 | $291k | NEW | 7.6k | 38.47 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $281k | 5.2k | 53.99 | ||
| Biogen Idec (BIIB) | 0.0 | $270k | NEW | 1.1k | 244.87 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $257k | +27% | 3.1k | 82.77 | |
| American Tower Reit (AMT) | 0.0 | $251k | -12% | 1.1k | 224.11 | |
| Globe Life (GL) | 0.0 | $250k | 2.6k | 94.88 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.0 | $244k | NEW | 11k | 21.86 | |
| Standex Int'l (SXI) | 0.0 | $233k | NEW | 3.0k | 77.67 | |
| Cummins (CMI) | 0.0 | $221k | 975.00 | 226.67 | ||
| Grillit (GRLT) | 0.0 | $7.4k | 11M | 0.00 | ||
Past Filings by Legacy Private Trust
SEC 13F filings are viewable for Legacy Private Trust going back to 2011
- 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
- Legacy Private Trust 2017 Q2 filed July 14, 2017
- Legacy Private Trust 2017 Q1 filed April 11, 2017