Legacy Financial Group

Legacy Financial Group as of Dec. 31, 2022

Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 62 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.0 $15M 599k 24.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 8.6 $14M 419k 33.48
Vanguard Index Fds Growth Etf (VUG) 8.2 $13M 63k 213.11
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.6 $12M 491k 25.04
American Centy Etf Tr Us Eqt Etf (AVUS) 5.7 $9.3M 137k 68.01
Ishares Tr Shrt Nat Mun Etf (SUB) 4.7 $7.7M 74k 104.27
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.7 $7.6M 173k 43.95
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 4.6 $7.4M 155k 47.81
Dimensional Etf Trust Short Duration F (DFSD) 3.9 $6.3M 136k 46.09
Dimensional Etf Trust World Ex Us Core (DFAX) 3.3 $5.4M 250k 21.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $5.4M 119k 45.15
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.2 $5.2M 238k 21.95
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $5.1M 189k 27.02
Apple (AAPL) 3.0 $4.9M 38k 129.93
Dimensional Etf Trust Us Equity Etf (DFUS) 2.6 $4.2M 102k 41.61
Oneok (OKE) 2.5 $4.1M 63k 65.70
Dimensional Etf Trust Us High Profitab (DUHP) 2.4 $3.9M 164k 24.01
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.7 $2.8M 67k 41.52
Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $2.8M 33k 82.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $2.4M 51k 47.43
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $2.3M 49k 46.71
Etf Ser Solutions Clearshs Ultra (OPER) 1.4 $2.3M 23k 100.11
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $2.1M 9.9k 214.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.8M 5.7k 308.90
Microsoft Corporation (MSFT) 0.7 $1.2M 5.1k 239.81
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $1.1M 47k 22.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $950k 19k 51.15
Oge Energy Corp (OGE) 0.4 $687k 17k 39.55
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $645k 13k 50.19
Abbvie (ABBV) 0.4 $594k 3.7k 161.63
Williams Companies (WMB) 0.4 $570k 17k 32.90
Chevron Corporation (CVX) 0.3 $525k 2.9k 179.50
Amazon (AMZN) 0.3 $504k 6.0k 84.00
Alphabet Cap Stk Cl A (GOOGL) 0.3 $462k 5.2k 88.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $444k 6.0k 74.51
Alphabet Cap Stk Cl C (GOOG) 0.3 $432k 4.9k 88.73
Exxon Mobil Corporation (XOM) 0.3 $427k 3.9k 110.29
Johnson & Johnson (JNJ) 0.3 $426k 2.4k 176.63
Wal-Mart Stores (WMT) 0.3 $420k 3.0k 141.81
Ishares Tr Core S&p500 Etf (IVV) 0.2 $397k 1.0k 384.21
Magellan Midstream Prtnrs Com Unit Rp Lp 0.2 $362k 7.2k 50.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $329k 861.00 382.45
Philip Morris International (PM) 0.2 $312k 3.1k 101.21
Crossfirst Bankshares (CFB) 0.2 $300k 24k 12.41
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $293k 7.1k 41.12
Enterprise Products Partners (EPD) 0.2 $283k 12k 24.12
Vanguard Index Fds Large Cap Etf (VV) 0.2 $267k 1.5k 174.20
Ark Etf Tr Innovation Etf (ARKK) 0.2 $263k 8.4k 31.24
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $256k 801.00 319.41
Walt Disney Company (DIS) 0.2 $253k 2.9k 86.87
UnitedHealth (UNH) 0.1 $239k 451.00 530.18
CSX Corporation (CSX) 0.1 $236k 7.6k 30.98
Cisco Systems (CSCO) 0.1 $228k 4.8k 47.64
ConocoPhillips (COP) 0.1 $224k 1.9k 117.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $215k 1.4k 151.65
JPMorgan Chase & Co. (JPM) 0.1 $214k 1.6k 134.10
Devon Energy Corporation (DVN) 0.1 $212k 3.4k 61.51
One Gas (OGS) 0.1 $209k 2.8k 75.72
Procter & Gamble Company (PG) 0.1 $209k 1.4k 151.60
Dex (DXCM) 0.1 $208k 1.8k 113.24
Caterpillar (CAT) 0.1 $205k 854.00 239.52
Palantir Technologies Cl A (PLTR) 0.1 $109k 17k 6.42