Legacy Private Trust

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

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Positions held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Private Trust

Legacy Private Trust holds 229 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.9 $167M 306k 547.23
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Vanguard Index Fds Total Stk Mkt (VTI) 8.0 $112M 419k 267.51
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.7 $66M +3% 1.3M 49.42
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Vanguard Index Fds Extend Mkt Etf (VXF) 3.3 $46M +7% 275k 168.79
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 3.0 $42M +95% 637k 66.35
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NVIDIA Corporation (NVDA) 2.9 $40M +882% 325k 123.54
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Apple (AAPL) 2.7 $37M 177k 210.62
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $30M 483k 62.87
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Ishares Tr Core Us Aggbd Et (AGG) 2.1 $30M -6% 309k 97.07
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Microsoft Corporation (MSFT) 2.1 $29M 66k 446.95
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $27M 225k 118.78
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Alphabet Cap Stk Cl A (GOOGL) 1.7 $24M 130k 182.15
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $24M +20% 538k 43.76
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Janus Detroit Str Tr Henderson Mtg (JMBS) 1.6 $22M +2% 490k 44.65
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.5 $22M -49% 298k 72.05
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Amazon (AMZN) 1.4 $20M 102k 193.25
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Pimco Etf Tr Active Bd Etf (BOND) 1.3 $18M +26% 200k 91.08
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Ishares Tr Msci Acwi Ex Us (ACWX) 1.3 $18M 332k 53.13
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $16M +42% 266k 60.30
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Broadcom (AVGO) 1.1 $16M 9.9k 1605.53
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JPMorgan Chase & Co. (JPM) 1.0 $14M 71k 202.26
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 1.0 $14M -2% 671k 21.06
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $14M -2% 357k 38.42
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Vanguard World Extended Dur (EDV) 1.0 $14M 186k 73.41
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Union Pacific Corporation (UNP) 0.9 $13M +2% 57k 226.26
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.9 $13M 633k 20.45
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.9 $12M 647k 19.18
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Meta Platforms Cl A (META) 0.8 $11M +2% 21k 504.22
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Fiserv (FI) 0.8 $11M 72k 149.04
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $9.9M +3% 197k 50.47
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.7 $9.9M -9% 156k 63.54
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Mastercard Incorporated Cl A (MA) 0.7 $9.6M 22k 441.16
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McKesson Corporation (MCK) 0.7 $9.5M 16k 584.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $9.3M +4% 19k 500.13
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Wal-Mart Stores (WMT) 0.6 $8.7M -2% 129k 67.71
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.6 $8.7M +26% 394k 22.07
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $8.3M 78k 106.66
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.6 $8.2M +20% 377k 21.83
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Ishares Tr National Mun Etf (MUB) 0.6 $8.1M 76k 106.55
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $8.0M -2% 83k 96.13
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Costco Wholesale Corporation (COST) 0.5 $7.6M -3% 9.0k 849.99
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $7.5M 132k 56.68
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Chevron Corporation (CVX) 0.5 $7.5M 48k 156.42
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Eli Lilly & Co. (LLY) 0.5 $7.5M -30% 8.2k 905.38
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1ishares Tr Core Msci Intl (IDEV) 0.5 $7.2M -3% 109k 65.64
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $7.0M -2% 109k 64.25
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Lowe's Companies (LOW) 0.5 $6.9M 32k 220.46
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Ishares Tr Ibond Dec 2030 (IBTK) 0.5 $6.8M +37% 350k 19.27
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Ameriprise Financial (AMP) 0.5 $6.7M -4% 16k 427.19
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Kimberly-Clark Corporation (KMB) 0.5 $6.6M 48k 138.20
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ConocoPhillips (COP) 0.5 $6.6M 58k 114.38
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Thermo Fisher Scientific (TMO) 0.5 $6.5M 12k 553.00
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Linde SHS (LIN) 0.5 $6.4M +3% 15k 438.81
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Danaher Corporation (DHR) 0.4 $6.3M 25k 249.85
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1proshares Tr Large Cap Cre (CSM) 0.4 $6.1M 99k 62.03
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McDonald's Corporation (MCD) 0.4 $5.9M +4% 23k 254.84
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Associated Banc- (ASB) 0.4 $5.8M 272k 21.15
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Boeing Company (BA) 0.4 $5.7M +42% 32k 182.01
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Constellation Brands Cl A (STZ) 0.4 $5.7M -2% 22k 257.28
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $5.6M 72k 77.76
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Johnson & Johnson (JNJ) 0.4 $5.4M -7% 37k 146.16
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.4 $5.3M -11% 51k 103.73
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UnitedHealth (UNH) 0.4 $5.1M 10k 509.26
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $5.0M 86k 58.52
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Goldman Sachs (GS) 0.4 $5.0M 11k 452.32
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First Tr Exchange-traded Managd Mun Etf (FMB) 0.3 $4.9M +7% 96k 51.06
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Bank of America Corporation (BAC) 0.3 $4.8M 120k 39.77
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Texas Instruments Incorporated (TXN) 0.3 $4.7M -3% 24k 194.53
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $4.6M 119k 38.41
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Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.3 $4.5M +23% 60k 75.09
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Listed Fd Tr Shares Lag Cap (OVL) 0.3 $4.4M 100k 44.08
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Lockheed Martin Corporation (LMT) 0.3 $4.3M 9.2k 467.10
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Target Corporation (TGT) 0.3 $3.8M 26k 148.04
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $3.8M -2% 46k 83.96
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $3.8M -5% 101k 37.95
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.3 $3.8M 100k 38.14
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $3.7M -3% 23k 164.28
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $3.6M +12% 99k 36.66
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Abbvie (ABBV) 0.3 $3.5M 21k 171.52
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $3.5M +16% 51k 68.14
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $3.3M -5% 94k 35.08
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Adobe Systems Incorporated (ADBE) 0.2 $3.2M -7% 5.8k 555.54
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AutoZone (AZO) 0.2 $3.2M +6% 1.1k 2964.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.2M +2% 7.8k 406.80
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.2M -3% 10k 303.41
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Merck & Co (MRK) 0.2 $3.1M -4% 25k 123.80
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.9M +4% 61k 47.37
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Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $2.8M -3% 129k 21.77
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.2 $2.8M -22% 62k 45.41
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $2.8M -3% 55k 50.74
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Chubb (CB) 0.2 $2.8M 11k 255.08
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Mettler-Toledo International (MTD) 0.2 $2.7M 2.0k 1397.59
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Select Sector Spdr Tr Technology (XLK) 0.2 $2.7M 12k 226.23
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Public Service Enterprise (PEG) 0.2 $2.7M 36k 73.70
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $2.6M +78% 25k 102.70
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Ishares Core Msci Emkt (IEMG) 0.2 $2.6M +11% 48k 53.53
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $2.5M -6% 13k 194.87
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $2.5M +5% 61k 41.53
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salesforce (CRM) 0.2 $2.5M +8% 9.7k 257.10
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $2.5M 19k 127.48
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Exxon Mobil Corporation (XOM) 0.2 $2.5M 21k 115.12
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Cisco Systems (CSCO) 0.2 $2.4M 51k 47.51
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $2.4M -41% 126k 19.22
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Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $2.4M +2% 27k 88.31
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $2.4M -42% 146k 16.26
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Home Depot (HD) 0.2 $2.4M 6.9k 344.24
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Visa Com Cl A (V) 0.2 $2.3M 8.7k 262.47
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Procter & Gamble Company (PG) 0.2 $2.2M +6% 14k 164.92
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TJX Companies (TJX) 0.2 $2.1M +57% 19k 110.10
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Amgen (AMGN) 0.2 $2.1M -2% 6.8k 312.45
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Moderna (MRNA) 0.1 $2.1M -11% 17k 118.75
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $2.1M 18k 115.47
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Abbott Laboratories (ABT) 0.1 $2.0M +12% 20k 103.91
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.0M +2% 3.6k 544.22
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Ishares Tr U.s. Real Es Etf (IYR) 0.1 $1.9M 22k 87.74
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Netflix (NFLX) 0.1 $1.9M +43% 2.8k 674.88
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Us Bancorp Del Com New (USB) 0.1 $1.8M 47k 39.70
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $1.8M -50% 91k 19.95
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.8M -2% 12k 150.50
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Emerson Electric (EMR) 0.1 $1.8M +8% 16k 110.16
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.7M 6.6k 249.62
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $1.6M 69k 23.50
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.6M -29% 17k 93.65
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Vanguard World Mega Cap Index (MGC) 0.1 $1.6M 8.1k 197.29
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BlackRock (BLK) 0.1 $1.6M -5% 2.0k 787.32
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Nicolet Bankshares (NIC) 0.1 $1.5M 19k 83.04
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.5M 13k 120.98
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Advanced Micro Devices (AMD) 0.1 $1.5M +3% 9.1k 162.21
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Tesla Motors (TSLA) 0.1 $1.5M -34% 7.4k 197.88
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Walt Disney Company (DIS) 0.1 $1.5M +12% 15k 99.29
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.4M -18% 33k 43.95
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.4M -18% 13k 104.55
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Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.1 $1.3M -44% 19k 71.16
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Comcast Corp Cl A (CMCSA) 0.1 $1.3M -25% 34k 39.16
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Alphabet Cap Stk Cl C (GOOG) 0.1 $1.3M -3% 7.0k 183.42
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AFLAC Incorporated (AFL) 0.1 $1.2M -3% 14k 89.31
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $1.2M 49k 25.02
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.2M -37% 15k 79.93
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Ecolab (ECL) 0.1 $1.2M 4.9k 238.00
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Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) 0.1 $1.1M -13% 24k 48.04
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Metropcs Communications (TMUS) 0.1 $1.1M -7% 6.2k 176.18
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.1M 3.5k 297.54
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Nextera Energy (NEE) 0.1 $1.0M -32% 14k 70.81
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Wec Energy Group (WEC) 0.1 $986k 13k 78.46
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Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) 0.1 $980k -18% 33k 29.68
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CSX Corporation (CSX) 0.1 $941k -3% 28k 33.45
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Coca-Cola Company (KO) 0.1 $918k 14k 63.65
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $898k 14k 64.95
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $891k 1.7k 535.08
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Applied Materials (AMAT) 0.1 $891k 3.8k 235.99
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Pepsi (PEP) 0.1 $860k 5.2k 164.93
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $821k 3.4k 242.10
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Allstate Corporation (ALL) 0.1 $810k -3% 5.1k 159.66
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General Dynamics Corporation (GD) 0.1 $778k 2.7k 290.14
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Ge Aerospace Com New (GE) 0.1 $719k +2% 4.5k 158.97
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $714k +19% 3.9k 182.52
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $690k +8% 8.0k 86.61
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $674k +48% 7.3k 91.78
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Hp (HPQ) 0.0 $661k 19k 35.02
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $650k 20k 32.56
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $630k 3.5k 182.55
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Amcor Ord (AMCR) 0.0 $620k 63k 9.78
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Qualcomm (QCOM) 0.0 $614k 3.1k 199.18
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $598k +44% 7.3k 81.65
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Honeywell International (HON) 0.0 $587k -3% 2.8k 213.54
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DTE Energy Company (DTE) 0.0 $587k 5.3k 111.01
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $576k 6.5k 88.11
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Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $571k 23k 25.32
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Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $562k 23k 25.01
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Stryker Corporation (SYK) 0.0 $550k 1.6k 340.25
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $548k 7.5k 72.64
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Copart (CPRT) 0.0 $541k -2% 10k 54.16
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Air Products & Chemicals (APD) 0.0 $528k 2.0k 258.05
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.0 $521k +6% 13k 40.58
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International Business Machines (IBM) 0.0 $518k -2% 3.0k 172.95
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Vanguard Index Fds Value Etf (VTV) 0.0 $505k -4% 3.1k 160.41
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Moody's Corporation (MCO) 0.0 $504k 1.2k 420.93
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $467k -3% 1.3k 364.51
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Bristol Myers Squibb (BMY) 0.0 $458k -5% 11k 41.53
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Host Hotels & Resorts (HST) 0.0 $450k 25k 17.98
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Standex Int'l (SXI) 0.0 $438k 2.7k 161.15
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.0 $405k NEW 8.4k 48.40
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $404k -7% 3.4k 118.60
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $399k 9.6k 41.54
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Vulcan Materials Company (VMC) 0.0 $388k 1.6k 248.68
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Vanguard Index Fds Growth Etf (VUG) 0.0 $385k 1.0k 374.01
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $384k 1.8k 218.04
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $383k 4.9k 78.05
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Pfizer (PFE) 0.0 $376k -61% 14k 27.98
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Intel Corporation (INTC) 0.0 $370k -8% 12k 30.97
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Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $361k 14k 26.48
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3M Company (MMM) 0.0 $344k -14% 3.4k 102.19
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Wells Fargo & Company (WFC) 0.0 $327k +5% 5.5k 59.39
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Travelers Companies (TRV) 0.0 $326k 1.6k 203.34
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $326k 1.8k 182.40
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $322k 6.9k 46.79
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $317k 3.3k 96.62
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American Express Company (AXP) 0.0 $316k 1.4k 231.55
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Deere & Company (DE) 0.0 $311k -76% 833.00 373.63
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $308k 5.3k 58.64
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Bank First National Corporation (BFC) 0.0 $302k 3.7k 82.59
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Ishares Tr Mbs Etf (MBB) 0.0 $302k 3.3k 91.81
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Vanguard World Inf Tech Etf (VGT) 0.0 $300k +18% 520.00 576.59
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Unilever Spon Adr New (UL) 0.0 $298k 5.4k 54.99
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Alliant Energy Corporation (LNT) 0.0 $296k 5.8k 50.90
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $286k 1.6k 173.81
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Blackstone Group Inc Com Cl A (BX) 0.0 $276k 2.2k 123.80
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Phillips 66 (PSX) 0.0 $265k 1.9k 141.17
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Select Sector Spdr Tr Communication (XLC) 0.0 $264k -5% 3.1k 85.66
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Philip Morris International (PM) 0.0 $260k NEW 2.6k 101.33
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $259k NEW 4.5k 57.68
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Cummins (CMI) 0.0 $259k 935.00 276.93
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $256k 9.3k 27.67
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Roper Industries (ROP) 0.0 $251k -5% 445.00 563.66
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Charles Schwab Corporation (SCHW) 0.0 $250k 3.4k 73.69
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Corning Incorporated (GLW) 0.0 $249k -7% 6.4k 38.85
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.0 $237k NEW 5.3k 44.65
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Analog Devices (ADI) 0.0 $229k NEW 1.0k 228.26
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Gartner (IT) 0.0 $227k -2% 505.00 449.06
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Mondelez Intl Cl A (MDLZ) 0.0 $226k -14% 3.5k 65.44
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Spdr Gold Tr Gold Shs (GLD) 0.0 $215k 1.0k 215.01
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.0 $212k NEW 5.4k 39.02
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $208k -62% 4.3k 48.05
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American Tower Reit (AMT) 0.0 $206k -7% 1.1k 194.38
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $205k 3.5k 58.23
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Neumora Therapeutics (NMRA) 0.0 $98k 10k 9.83
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Akebia Therapeutics (AKBA) 0.0 $13k 12k 1.02
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Grillit (GRLT) 0.0 $2.1k 11M 0.00
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Sionix (SINX) 0.0 $0 2.4M 0.00
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Past Filings by Legacy Private Trust

SEC 13F filings are viewable for Legacy Private Trust going back to 2011

View all past filings