My Legacy Advisors

My Legacy Advisors as of June 30, 2022

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 196 positions in its portfolio as reported in the June 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 330k 35.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $5.4M 71k 75.19
Apple (AAPL) 2.6 $5.2M 36k 144.87
Microsoft Corporation (MSFT) 2.4 $4.7M 18k 264.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.3 $4.6M 100k 45.50
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.9 $3.8M 95k 40.08
Ishares Tr Russell 2000 Etf (IWM) 1.8 $3.5M 21k 172.06
Ishares Tr National Mun Etf (MUB) 1.6 $3.2M 30k 106.84
Phillips Edison & Co Common Stock (PECO) 1.5 $3.0M 87k 34.36
UnitedHealth (UNH) 1.4 $2.9M 5.5k 516.94
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 1.4 $2.8M 164k 17.09
Ishares Tr Esg Awr Msci Usa (ESGU) 1.4 $2.7M 32k 85.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $2.7M 37k 74.48
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.3 $2.6M 58k 45.17
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.2 $2.4M 53k 44.89
Vanguard Index Fds Value Etf (VTV) 1.2 $2.3M 18k 132.34
Ishares Tr Core S&p500 Etf (IVV) 1.1 $2.3M 5.9k 386.31
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.2M 931.00 2313.64
Vaneck Etf Trust High Yld Munietf (HYD) 1.0 $2.0M 37k 53.87
Visa Com Cl A (V) 1.0 $2.0M 9.7k 205.10
Ishares Jp Mrgn Em Hi Bd (EMHY) 1.0 $1.9M 57k 33.44
Dbx Etf Tr Xtrack Usd High (HYLB) 0.9 $1.8M 54k 34.14
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.7M 7.5k 230.39
Mastercard Incorporated Cl A (MA) 0.8 $1.7M 5.1k 324.14
Wisdomtree Tr Us Total Dividnd (DTD) 0.8 $1.6M 27k 58.31
Home Depot (HD) 0.8 $1.5M 5.4k 286.33
Wisdomtree Tr Us Largecap Fund (EPS) 0.8 $1.5M 37k 41.48
Costco Wholesale Corporation (COST) 0.8 $1.5M 3.1k 499.02
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.5M 15k 102.07
Thermo Fisher Scientific (TMO) 0.7 $1.5M 2.7k 557.84
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.7 $1.4M 30k 46.37
Blackstone Group Inc Com Cl A (BX) 0.7 $1.4M 14k 95.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.3M 33k 40.52
Adobe Systems Incorporated (ADBE) 0.6 $1.3M 3.4k 384.13
Cintas Corporation (CTAS) 0.6 $1.3M 3.4k 380.67
Pepsi (PEP) 0.6 $1.3M 7.5k 170.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.3M 25k 50.40
Metropcs Communications (TMUS) 0.6 $1.2M 9.0k 134.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $1.2M 20k 60.05
Coca-Cola Company (KO) 0.6 $1.2M 19k 62.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 4.3k 278.41
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.6 $1.2M 51k 23.47
Ishares Tr Msci Kld400 Soc (DSI) 0.6 $1.2M 16k 73.24
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $1.1M 29k 39.55
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.1M 20k 57.76
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.1M 13k 83.90
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.1M 4.0k 274.79
American Electric Power Company (AEP) 0.5 $1.1M 11k 95.04
McDonald's Corporation (MCD) 0.5 $1.1M 4.2k 253.38
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 9.4k 112.90
MetLife (MET) 0.5 $1.1M 17k 62.08
Amazon (AMZN) 0.5 $1.0M 9.4k 111.75
Ishares Tr Eafe Value Etf (EFV) 0.5 $1.0M 25k 42.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $1.0M 13k 80.24
Cme (CME) 0.5 $1.0M 5.0k 208.36
Merck & Co (MRK) 0.5 $1.0M 11k 94.28
Procter & Gamble Company (PG) 0.5 $1000k 6.9k 145.99
Starbucks Corporation (SBUX) 0.5 $992k 13k 77.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $990k 20k 49.45
Hartford Financial Services (HIG) 0.5 $983k 15k 65.08
Realty Income (O) 0.5 $970k 14k 69.59
Pfizer (PFE) 0.5 $969k 18k 52.90
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.5 $962k 22k 44.14
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $961k 17k 57.06
Hca Holdings (HCA) 0.5 $957k 5.7k 169.35
Fifth Third Ban (FITB) 0.5 $933k 28k 33.55
Chevron Corporation (CVX) 0.5 $925k 6.5k 141.48
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $924k 13k 71.17
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $911k 15k 61.63
Verizon Communications (VZ) 0.5 $901k 18k 50.52
Sherwin-Williams Company (SHW) 0.4 $897k 3.7k 242.04
Wisdomtree Tr Intl Equity Fd (DWM) 0.4 $889k 20k 44.26
Wal-Mart Stores (WMT) 0.4 $874k 7.0k 125.50
Duke Energy Corp Com New (DUK) 0.4 $868k 8.0k 107.99
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $854k 26k 33.21
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $848k 6.5k 130.46
Cincinnati Financial Corporation (CINF) 0.4 $846k 7.2k 117.83
Wisdomtree Tr Us Multifactor (USMF) 0.4 $842k 23k 36.61
General Mills (GIS) 0.4 $840k 11k 75.72
Edwards Lifesciences (EW) 0.4 $821k 8.5k 96.90
Ishares Tr S&p 100 Etf (OEF) 0.4 $809k 4.6k 176.14
Nextera Energy (NEE) 0.4 $794k 9.8k 80.67
Lockheed Martin Corporation (LMT) 0.4 $790k 1.9k 419.10
Danaher Corporation (DHR) 0.4 $782k 2.9k 265.26
Eversource Energy (ES) 0.4 $780k 9.3k 83.71
Zoetis Cl A (ZTS) 0.4 $779k 4.4k 177.01
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $777k 12k 67.65
Global X Fds Us Pfd Etf (PFFD) 0.4 $777k 36k 21.53
Emerson Electric (EMR) 0.4 $771k 9.6k 80.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $763k 5.6k 135.84
Crown Castle Intl (CCI) 0.4 $758k 4.4k 172.23
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.4 $752k 14k 54.81
Qualcomm (QCOM) 0.4 $751k 5.7k 132.29
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $750k 6.3k 119.24
Prologis (PLD) 0.4 $744k 6.1k 121.81
Ares Capital Corporation (ARCC) 0.4 $744k 40k 18.82
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $737k 9.2k 79.84
Key (KEY) 0.4 $734k 42k 17.42
Dominion Resources (D) 0.4 $725k 9.1k 79.73
Aon Shs Cl A (AON) 0.4 $714k 2.6k 274.09
Comcast Corp Cl A (CMCSA) 0.4 $710k 18k 39.16
TJX Companies (TJX) 0.4 $705k 12k 58.40
Williams Companies (WMB) 0.4 $703k 22k 31.77
Ishares Msci Gbl Min Vol (ACWV) 0.4 $701k 7.4k 95.17
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $693k 25k 27.90
Roper Industries (ROP) 0.3 $693k 1.7k 397.36
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.3 $691k 13k 51.90
Bce Com New (BCE) 0.3 $690k 14k 48.77
Transunion (TRU) 0.3 $677k 8.2k 82.21
International Paper Company (IP) 0.3 $675k 16k 42.21
Asml Holding N V N Y Registry Shs (ASML) 0.3 $675k 1.5k 438.88
Walt Disney Company (DIS) 0.3 $673k 7.2k 93.71
American Water Works (AWK) 0.3 $663k 4.4k 150.17
Trane Technologies SHS (TT) 0.3 $662k 5.1k 130.65
At&t (T) 0.3 $661k 32k 20.66
Charles River Laboratories (CRL) 0.3 $656k 2.9k 224.66
Cisco Systems (CSCO) 0.3 $653k 15k 43.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $652k 4.3k 150.68
National Retail Properties (NNN) 0.3 $650k 15k 44.80
Nxp Semiconductors N V (NXPI) 0.3 $646k 4.2k 152.04
Nike CL B (NKE) 0.3 $641k 6.1k 105.03
Johnson & Johnson (JNJ) 0.3 $624k 3.5k 178.23
Citizens Financial (CFG) 0.3 $624k 17k 36.22
Old Dominion Freight Line (ODFL) 0.3 $617k 2.3k 269.31
Paychex (PAYX) 0.3 $616k 5.3k 116.18
Applied Materials (AMAT) 0.3 $616k 7.0k 88.58
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $604k 15k 39.32
Sonoco Products Company (SON) 0.3 $603k 10k 57.83
Marathon Petroleum Corp (MPC) 0.3 $592k 7.1k 83.70
Northrop Grumman Corporation (NOC) 0.3 $586k 1.2k 475.65
Avangrid (AGR) 0.3 $580k 13k 45.71
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $580k 12k 49.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $569k 9.0k 62.89
Philip Morris International (PM) 0.3 $567k 6.1k 93.30
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $537k 23k 23.86
First Horizon National Corporation (FHN) 0.3 $532k 24k 21.83
Mid-America Apartment (MAA) 0.3 $531k 3.1k 169.22
Entergy Corporation (ETR) 0.3 $530k 4.8k 110.86
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $526k 11k 47.89
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $525k 5.1k 102.60
Gilead Sciences (GILD) 0.3 $517k 8.3k 62.64
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $498k 4.8k 104.75
Genuine Parts Company (GPC) 0.2 $478k 3.5k 137.67
Arthur J. Gallagher & Co. (AJG) 0.2 $475k 2.9k 165.85
Ishares Tr Core Total Usd (IUSB) 0.2 $469k 10k 46.86
Newell Rubbermaid (NWL) 0.2 $467k 25k 18.87
S&p Global (SPGI) 0.2 $465k 1.3k 351.74
Nextera Energy Partners Com Unit Part In (NEP) 0.2 $452k 6.0k 74.95
Sempra Energy (SRE) 0.2 $451k 3.0k 148.40
Bank of America Corporation (BAC) 0.2 $451k 14k 31.49
Altria (MO) 0.2 $445k 11k 41.98
Becton, Dickinson and (BDX) 0.2 $443k 1.8k 243.81
Interpublic Group of Companies (IPG) 0.2 $441k 16k 28.01
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $438k 10k 43.32
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.2 $433k 19k 22.48
EOG Resources (EOG) 0.2 $424k 4.1k 103.77
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $421k 12k 35.85
Equinix (EQIX) 0.2 $414k 640.00 646.88
Expedia Group Com New (EXPE) 0.2 $408k 4.5k 91.17
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $407k 10k 39.55
Wisdomtree Tr Futre Strat Fd (WTMF) 0.2 $375k 11k 35.37
Us Bancorp Del Com New (USB) 0.2 $365k 7.9k 46.40
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $354k 12k 28.89
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $348k 6.3k 55.55
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.2 $344k 15k 22.93
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $343k 17k 20.44
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $341k 13k 26.87
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $341k 7.0k 48.99
Principal Financial (PFG) 0.2 $338k 5.1k 66.25
Cabot Oil & Gas Corporation (CTRA) 0.2 $338k 13k 26.39
International Business Machines (IBM) 0.2 $334k 2.4k 140.81
Meta Platforms Cl A (META) 0.2 $320k 2.0k 162.68
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $313k 2.6k 120.34
ConocoPhillips (COP) 0.2 $310k 3.6k 85.68
Quanta Services (PWR) 0.2 $306k 2.3k 131.33
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $305k 1.5k 202.39
Ishares Tr Core High Dv Etf (HDV) 0.2 $305k 3.0k 100.26
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $303k 3.5k 86.55
Intel Corporation (INTC) 0.1 $294k 7.9k 37.26
Ishares Esg Awr Msci Em (ESGE) 0.1 $287k 9.1k 31.40
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $276k 13k 21.60
American Express Company (AXP) 0.1 $272k 1.9k 140.79
Wisdomtree Tr Us Esg Fund 0.1 $264k 6.3k 41.59
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $261k 4.2k 62.16
Ishares Tr Europe Etf (IEV) 0.1 $251k 6.0k 41.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $244k 692.00 352.60
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $232k 5.1k 45.78
Vanguard Index Fds Small Cp Etf (VB) 0.1 $228k 1.3k 178.82
Ishares Core Msci Emkt (IEMG) 0.1 $219k 4.6k 47.77
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $218k 2.1k 101.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $213k 2.4k 88.35
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $208k 2.7k 76.84
Wisdomtree Tr Intl Esg Fund 0.1 $204k 8.3k 24.50
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $203k 3.3k 60.63
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $200k 3.2k 62.99
Hanesbrands (HBI) 0.1 $122k 11k 10.72