My Legacy Advisors

My Legacy Advisors as of March 31, 2022

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 179 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Broad Usd High (USHY) 5.8 $12M 320k 38.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.0 $8.6M 108k 79.54
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.5 $7.6M 142k 53.85
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.0 $6.4M 134k 48.03
Apple (AAPL) 2.8 $6.0M 34k 174.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $6.0M 129k 46.13
Microsoft Corporation (MSFT) 2.4 $5.1M 17k 308.31
Ishares Tr Russell 2000 Etf (IWM) 2.1 $4.6M 22k 205.25
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 1.8 $3.9M 194k 20.16
Wisdomtree Tr Em Ex St-owned (XSOE) 1.6 $3.5M 107k 32.66
Ishares Tr National Mun Etf (MUB) 1.5 $3.3M 30k 109.62
Vanguard Index Fds Value Etf (VTV) 1.5 $3.3M 22k 147.77
Phillips Edison & Co Common Stock (PECO) 1.5 $3.1M 91k 34.39
Dbx Etf Tr Xtrack Usd High (HYLB) 1.3 $2.8M 75k 37.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $2.7M 53k 51.56
Vanguard Index Fds Growth Etf (VUG) 1.3 $2.7M 9.5k 287.64
UnitedHealth (UNH) 1.2 $2.6M 5.0k 509.89
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.5M 897.00 2781.49
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $2.1M 44k 47.35
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 1.0 $2.1M 76k 26.99
Visa Com Cl A (V) 0.9 $2.0M 9.0k 221.76
Ishares Tr Msci Kld400 Soc (DSI) 0.9 $1.9M 22k 86.64
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.8M 4.1k 453.76
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.8M 26k 69.53
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $1.7M 18k 97.79
Costco Wholesale Corporation (COST) 0.8 $1.7M 3.0k 575.86
Mastercard Incorporated Cl A (MA) 0.8 $1.7M 4.7k 357.40
Blackstone Group Inc Com Cl A (BX) 0.8 $1.7M 13k 126.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.6M 32k 51.20
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $1.5M 26k 57.42
Thermo Fisher Scientific (TMO) 0.7 $1.5M 2.5k 590.64
Home Depot (HD) 0.7 $1.5M 4.9k 299.31
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.6 $1.4M 35k 39.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $1.4M 19k 73.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $1.4M 18k 74.81
Adobe Systems Incorporated (ADBE) 0.6 $1.4M 3.0k 455.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.4M 3.9k 352.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.3M 7.4k 175.99
Cintas Corporation (CTAS) 0.6 $1.3M 3.0k 425.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.3M 8.2k 157.67
Accenture Plc Ireland Shs Class A (ACN) 0.6 $1.3M 3.8k 337.19
Ishares Msci Gbl Min Vol (ACWV) 0.6 $1.2M 12k 104.82
Hca Holdings (HCA) 0.6 $1.2M 5.0k 250.55
Amazon (AMZN) 0.6 $1.2M 381.00 3259.84
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.2M 12k 101.36
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.2M 16k 77.55
Qualcomm (QCOM) 0.6 $1.2M 7.8k 152.86
JPMorgan Chase & Co. (JPM) 0.5 $1.2M 8.6k 136.32
Coca-Cola Company (KO) 0.5 $1.2M 19k 62.01
Fifth Third Ban (FITB) 0.5 $1.2M 27k 43.03
Starbucks Corporation (SBUX) 0.5 $1.1M 12k 90.98
MetLife (MET) 0.5 $1.1M 16k 70.29
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.1M 21k 53.15
Procter & Gamble Company (PG) 0.5 $1.1M 7.0k 152.78
Cme (CME) 0.5 $1.1M 4.5k 237.83
Hartford Financial Services (HIG) 0.5 $1.1M 15k 71.81
Pepsi (PEP) 0.5 $1.1M 6.3k 167.44
Metropcs Communications (TMUS) 0.5 $1.0M 8.1k 128.34
Edwards Lifesciences (EW) 0.5 $1.0M 8.7k 117.74
Paychex (PAYX) 0.5 $1.0M 7.5k 136.44
Realty Income (O) 0.5 $1.0M 15k 69.28
Prologis (PLD) 0.5 $1.0M 6.2k 161.49
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $999k 20k 49.54
American Electric Power Company (AEP) 0.5 $994k 10k 99.81
Ally Financial (ALLY) 0.5 $972k 22k 43.46
Chevron Corporation (CVX) 0.5 $970k 6.0k 162.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $969k 8.6k 112.22
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $968k 27k 36.40
Sherwin-Williams Company (SHW) 0.4 $952k 3.8k 249.54
McDonald's Corporation (MCD) 0.4 $946k 3.8k 247.38
Cincinnati Financial Corporation (CINF) 0.4 $931k 6.9k 135.89
Pfizer (PFE) 0.4 $930k 18k 51.76
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.4 $924k 17k 55.16
Asml Holding N V N Y Registry Shs (ASML) 0.4 $924k 1.4k 667.63
Emerson Electric (EMR) 0.4 $914k 9.3k 98.04
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $907k 19k 47.87
Wal-Mart Stores (WMT) 0.4 $895k 6.0k 148.97
Walt Disney Company (DIS) 0.4 $890k 6.5k 137.22
Merck & Co (MRK) 0.4 $885k 11k 82.01
Aon Shs Cl A (AON) 0.4 $855k 2.6k 325.71
Nike CL B (NKE) 0.4 $850k 6.3k 134.60
Mid-America Apartment (MAA) 0.4 $841k 4.0k 209.57
Key (KEY) 0.4 $835k 37k 22.37
Cisco Systems (CSCO) 0.4 $835k 15k 55.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $832k 9.7k 86.08
Verizon Communications (VZ) 0.4 $830k 16k 50.94
Nxp Semiconductors N V (NXPI) 0.4 $823k 4.4k 185.03
Applied Materials (AMAT) 0.4 $817k 6.2k 131.88
Expedia Group Com New (EXPE) 0.4 $809k 4.1k 195.79
Zoetis Cl A (ZTS) 0.4 $809k 4.3k 188.49
Danaher Corporation (DHR) 0.4 $801k 2.7k 293.19
Nextera Energy (NEE) 0.4 $788k 9.3k 84.73
Duke Energy Corp Com New (DUK) 0.4 $782k 7.0k 111.71
Citizens Financial (CFG) 0.4 $779k 17k 45.35
Lockheed Martin Corporation (LMT) 0.4 $772k 1.7k 441.40
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $765k 6.0k 128.14
Comcast Corp Cl A (CMCSA) 0.4 $757k 16k 46.83
Crown Castle Intl (CCI) 0.4 $754k 4.1k 184.49
Transunion (TRU) 0.3 $752k 7.3k 103.37
Charles River Laboratories (CRL) 0.3 $749k 2.6k 284.03
Eversource Energy (ES) 0.3 $747k 8.5k 88.15
Roper Industries (ROP) 0.3 $734k 1.6k 472.03
Ares Capital Corporation (ARCC) 0.3 $725k 35k 20.95
General Mills (GIS) 0.3 $719k 11k 67.75
Bce Com New (BCE) 0.3 $717k 13k 55.50
Arthur J. Gallagher & Co. (AJG) 0.3 $698k 4.0k 174.54
Trane Technologies SHS (TT) 0.3 $697k 4.6k 152.65
Old Dominion Freight Line (ODFL) 0.3 $695k 2.3k 298.67
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $686k 14k 48.34
Williams Companies (WMB) 0.3 $670k 20k 33.41
International Paper Company (IP) 0.3 $669k 15k 46.15
Dominion Resources (D) 0.3 $664k 7.8k 84.94
At&t (T) 0.3 $656k 28k 23.64
National Retail Properties (NNN) 0.3 $654k 15k 44.95
Johnson & Johnson (JNJ) 0.3 $648k 3.7k 177.15
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $648k 9.1k 71.39
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $642k 22k 28.71
American Water Works (AWK) 0.3 $629k 3.8k 165.57
Sonoco Products Company (SON) 0.3 $619k 9.9k 62.55
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $600k 8.9k 67.65
ConocoPhillips (COP) 0.3 $587k 5.9k 99.95
Wisdomtree Tr Us Total Dividnd (DTD) 0.3 $585k 9.1k 64.60
First Horizon National Corporation (FHN) 0.3 $572k 24k 23.48
TJX Companies (TJX) 0.3 $564k 9.3k 60.63
Philip Morris International (PM) 0.3 $563k 6.0k 93.94
Avangrid (AGR) 0.3 $551k 12k 46.70
Altria (MO) 0.3 $551k 11k 52.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $523k 3.5k 149.60
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $523k 24k 21.79
Interpublic Group of Companies (IPG) 0.2 $508k 14k 35.44
S&p Global (SPGI) 0.2 $507k 1.2k 410.53
Marathon Petroleum Corp (MPC) 0.2 $504k 5.9k 85.57
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $501k 4.8k 104.53
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $493k 2.0k 248.11
Northrop Grumman Corporation (NOC) 0.2 $487k 1.1k 446.79
United Rentals (URI) 0.2 $465k 1.3k 355.23
Equinix (EQIX) 0.2 $453k 611.00 741.41
Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $447k 8.5k 52.74
Entergy Corporation (ETR) 0.2 $441k 3.8k 116.64
Sempra Energy (SRE) 0.2 $440k 2.6k 168.00
Meta Platforms Cl A (META) 0.2 $438k 2.0k 222.34
Ishares Tr Eafe Value Etf (EFV) 0.2 $433k 8.6k 50.28
Bank of America Corporation (BAC) 0.2 $425k 10k 41.23
Nextera Energy Partners Com Unit Part In (NEP) 0.2 $414k 5.0k 83.28
Intel Corporation (INTC) 0.2 $394k 7.9k 49.62
Genuine Parts Company (GPC) 0.2 $387k 3.1k 126.14
Newell Rubbermaid (NWL) 0.2 $385k 18k 21.41
Wisdomtree Tr Us Multifactor (USMF) 0.2 $380k 9.3k 40.97
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.2 $365k 5.2k 69.83
Becton, Dickinson and (BDX) 0.2 $363k 1.4k 265.93
American Express Company (AXP) 0.2 $357k 1.9k 186.91
Global X Fds Us Pfd Etf (PFFD) 0.2 $348k 15k 23.50
Ishares Core Msci Emkt (IEMG) 0.2 $346k 6.2k 55.59
Bill Com Holdings Ord (BILL) 0.1 $319k 1.4k 227.05
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $304k 4.5k 67.00
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $298k 4.1k 72.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $298k 718.00 415.04
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $296k 5.9k 50.24
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $285k 5.5k 51.56
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $275k 6.2k 44.48
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $270k 2.8k 96.39
Msci (MSCI) 0.1 $263k 523.00 502.87
Tesla Motors (TSLA) 0.1 $261k 242.00 1078.51
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $251k 5.0k 50.15
Mettler-Toledo International (MTD) 0.1 $247k 180.00 1372.22
NVIDIA Corporation (NVDA) 0.1 $241k 883.00 272.93
Moody's Corporation (MCO) 0.1 $237k 702.00 337.61
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $237k 2.3k 102.91
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $229k 2.1k 109.15
Linde SHS 0.1 $227k 710.00 319.72
Hanesbrands (HBI) 0.1 $223k 15k 14.89
Lowe's Companies (LOW) 0.1 $216k 1.1k 202.25
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $214k 8.6k 24.85
Gra (GGG) 0.1 $210k 3.0k 69.56
West Pharmaceutical Services (WST) 0.1 $209k 510.00 409.80
Ishares Tr Core Total Usd (IUSB) 0.1 $209k 4.2k 49.70
Simon Property (SPG) 0.1 $201k 1.5k 131.46
L3harris Technologies (LHX) 0.1 $201k 810.00 248.15
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $201k 1.2k 161.19