My Legacy Advisors

My Legacy Advisors as of Sept. 30, 2022

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 197 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Broad Usd High (USHY) 6.6 $13M 389k 33.59
Apple (AAPL) 2.6 $5.2M 38k 138.38
Ishares Tr Esg Awr Msci Usa (ESGU) 2.5 $4.9M 62k 79.35
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.4 $4.7M 112k 42.05
Microsoft Corporation (MSFT) 2.2 $4.3M 19k 228.55
Ishares Tr Core S&p500 Etf (IVV) 1.6 $3.3M 9.1k 359.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $3.2M 45k 70.11
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 1.6 $3.2M 191k 16.61
Ishares Tr National Mun Etf (MUB) 1.5 $3.0M 29k 103.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $3.0M 71k 42.29
Ishares Tr Russell 2000 Etf (IWM) 1.5 $3.0M 18k 166.80
UnitedHealth (UNH) 1.5 $3.0M 5.8k 513.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $2.6M 71k 36.30
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.2 $2.4M 59k 41.52
Phillips Edison & Co Common Stock (PECO) 1.2 $2.3M 82k 28.26
Visa Com Cl A (V) 1.0 $1.9M 10k 182.61
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.9M 20k 96.58
Wisdomtree Tr Us Total Dividnd (DTD) 0.9 $1.9M 34k 55.57
Vanguard Index Fds Value Etf (VTV) 0.9 $1.8M 14k 126.33
Wisdomtree Tr Us Largecap Fund (EPS) 0.9 $1.8M 46k 38.76
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.9 $1.8M 40k 44.33
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.8M 25k 71.50
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $1.7M 75k 22.45
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $1.6M 23k 72.30
Amazon (AMZN) 0.8 $1.6M 15k 106.90
Mastercard Incorporated Cl A (MA) 0.8 $1.5M 5.4k 288.64
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.8 $1.5M 48k 31.93
Home Depot (HD) 0.8 $1.5M 5.5k 276.44
Costco Wholesale Corporation (COST) 0.7 $1.5M 3.2k 454.66
Cintas Corporation (CTAS) 0.7 $1.4M 3.7k 381.29
Thermo Fisher Scientific (TMO) 0.7 $1.4M 2.8k 503.04
Ishares Tr Eafe Value Etf (EFV) 0.7 $1.4M 36k 38.93
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $1.4M 27k 49.80
Ishares Tr S&p 100 Etf (OEF) 0.7 $1.3M 8.2k 162.19
Pepsi (PEP) 0.7 $1.3M 7.7k 170.17
Metropcs Communications (TMUS) 0.6 $1.3M 9.7k 131.54
Ishares Tr Esg Msci Leadr (SUSL) 0.6 $1.3M 21k 61.35
Blackstone Group Inc Com Cl A (BX) 0.6 $1.3M 15k 84.10
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.2M 5.9k 208.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 4.5k 272.59
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.2M 13k 97.47
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $1.2M 24k 48.82
Starbucks Corporation (SBUX) 0.6 $1.2M 14k 86.37
Hca Holdings (HCA) 0.6 $1.2M 5.8k 201.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.2M 26k 44.51
MetLife (MET) 0.6 $1.1M 18k 65.12
Wisdomtree Tr Intl Equity Fd (DWM) 0.6 $1.1M 28k 40.07
JPMorgan Chase & Co. (JPM) 0.6 $1.1M 10k 111.14
Chevron Corporation (CVX) 0.6 $1.1M 7.0k 160.11
Dbx Etf Tr Xtrack Usd High (HYLB) 0.6 $1.1M 34k 32.75
McDonald's Corporation (MCD) 0.5 $1.1M 4.4k 243.06
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $1.1M 20k 52.26
Coca-Cola Company (KO) 0.5 $1.0M 19k 54.99
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.0M 4.0k 252.60
Merck & Co (MRK) 0.5 $1.0M 11k 92.20
American Electric Power Company (AEP) 0.5 $1.0M 12k 83.53
Adobe Systems Incorporated (ADBE) 0.5 $1.0M 3.5k 287.97
Hartford Financial Services (HIG) 0.5 $994k 15k 64.73
Ishares Tr Core Total Usd (IUSB) 0.5 $989k 23k 43.70
Wisdomtree Tr Us Multifactor (USMF) 0.5 $989k 28k 34.97
Danaher Corporation (DHR) 0.5 $977k 3.9k 253.77
Fifth Third Ban (FITB) 0.5 $974k 29k 33.94
Walt Disney Company (DIS) 0.5 $969k 10k 94.42
Wal-Mart Stores (WMT) 0.5 $952k 7.3k 130.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $924k 17k 54.54
General Mills (GIS) 0.5 $906k 12k 77.68
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $897k 7.3k 122.83
Procter & Gamble Company (PG) 0.4 $891k 7.1k 125.05
Gilead Sciences (GILD) 0.4 $884k 13k 66.16
Cme (CME) 0.4 $882k 5.1k 171.73
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $873k 20k 44.33
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $864k 13k 65.91
TJX Companies (TJX) 0.4 $846k 13k 63.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $841k 24k 35.66
Duke Energy Corp Com New (DUK) 0.4 $835k 9.6k 86.82
Marathon Petroleum Corp (MPC) 0.4 $817k 7.9k 104.04
Pfizer (PFE) 0.4 $804k 19k 42.88
Lockheed Martin Corporation (LMT) 0.4 $798k 2.0k 389.65
Emerson Electric (EMR) 0.4 $795k 10k 78.19
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.4 $792k 38k 20.69
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $783k 21k 38.26
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $766k 25k 30.61
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $764k 6.7k 113.50
Trane Technologies SHS (TT) 0.4 $762k 5.4k 142.06
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $759k 7.4k 102.97
Nextera Energy (NEE) 0.4 $755k 11k 71.77
Key (KEY) 0.4 $755k 46k 16.48
Ares Capital Corporation (ARCC) 0.4 $753k 43k 17.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $751k 10k 74.32
Cincinnati Financial Corporation (CINF) 0.4 $750k 7.6k 99.08
Realty Income (O) 0.4 $749k 14k 55.56
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.4 $746k 16k 45.59
Ishares Tr Core Msci Eafe (IEFA) 0.4 $743k 14k 52.66
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.4 $731k 17k 43.00
Dominion Resources (D) 0.4 $726k 11k 64.34
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $725k 19k 38.72
Edwards Lifesciences (EW) 0.4 $723k 8.8k 82.46
Aon Shs Cl A (AON) 0.4 $718k 2.7k 270.74
Williams Companies (WMB) 0.4 $705k 24k 29.40
First Horizon National Corporation (FHN) 0.4 $704k 30k 23.77
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $702k 9.0k 77.78
Sherwin-Williams Company (SHW) 0.4 $700k 3.5k 201.79
Eversource Energy (ES) 0.4 $699k 9.6k 72.57
Citizens Financial (CFG) 0.4 $696k 19k 35.83
Global X Fds Us Pfd Etf (PFFD) 0.4 $695k 36k 19.59
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.4 $694k 31k 22.53
EOG Resources (EOG) 0.3 $680k 5.6k 120.65
Roper Industries (ROP) 0.3 $676k 1.9k 363.25
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $664k 33k 19.96
Verizon Communications (VZ) 0.3 $657k 18k 36.38
Sonoco Products Company (SON) 0.3 $657k 11k 60.19
Zoetis Cl A (ZTS) 0.3 $650k 4.5k 145.38
Cisco Systems (CSCO) 0.3 $637k 16k 40.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $636k 13k 48.45
Bce Com New (BCE) 0.3 $625k 15k 41.81
Old Dominion Freight Line (ODFL) 0.3 $623k 2.4k 259.48
Northrop Grumman Corporation (NOC) 0.3 $618k 1.3k 464.31
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $617k 26k 24.14
At&t (T) 0.3 $611k 41k 14.99
National Retail Properties (NNN) 0.3 $609k 16k 38.56
Nxp Semiconductors N V (NXPI) 0.3 $609k 4.4k 138.06
Asml Holding N V N Y Registry Shs (ASML) 0.3 $605k 1.6k 379.31
Genuine Parts Company (GPC) 0.3 $590k 3.8k 154.57
American Water Works (AWK) 0.3 $588k 4.6k 128.47
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $577k 12k 47.49
Prologis (PLD) 0.3 $576k 5.8k 99.55
Entergy Corporation (ETR) 0.3 $574k 5.7k 99.98
Johnson & Johnson (JNJ) 0.3 $573k 3.5k 164.51
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $571k 5.9k 96.63
Philip Morris International (PM) 0.3 $569k 6.7k 85.26
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $567k 6.3k 89.33
Altria (MO) 0.3 $566k 13k 45.21
Comcast Corp Cl A (CMCSA) 0.3 $555k 19k 30.03
International Paper Company (IP) 0.3 $550k 17k 32.63
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $549k 11k 51.97
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $541k 5.1k 105.64
Avangrid (AGR) 0.3 $531k 14k 39.44
Principal Financial (PFG) 0.3 $529k 6.9k 76.64
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $526k 7.9k 66.51
Bank of America Corporation (BAC) 0.3 $515k 16k 31.68
Nextera Energy Partners Com Unit Part In (NEP) 0.3 $509k 7.5k 67.99
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $506k 13k 39.46
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $505k 9.0k 56.08
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.3 $500k 10k 47.96
Becton, Dickinson and (BDX) 0.3 $498k 2.2k 224.63
Us Bancorp Del Com New (USB) 0.2 $485k 11k 42.72
Interpublic Group of Companies (IPG) 0.2 $483k 18k 27.47
Sempra Energy (SRE) 0.2 $482k 3.4k 141.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $482k 3.8k 128.12
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $479k 15k 32.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $470k 7.9k 59.59
Nike CL B (NKE) 0.2 $467k 5.3k 87.52
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $450k 12k 37.27
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $448k 17k 26.19
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.2 $443k 20k 21.95
Wisdomtree Tr Futre Strat Fd (WTMF) 0.2 $439k 13k 34.66
Transunion (TRU) 0.2 $434k 7.9k 55.18
Mid-America Apartment (MAA) 0.2 $433k 3.0k 142.25
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $432k 12k 34.80
Crown Castle Intl (CCI) 0.2 $428k 3.4k 127.57
Ishares Tr Core High Dv Etf (HDV) 0.2 $426k 4.5k 94.75
Quanta Services (PWR) 0.2 $410k 3.3k 123.53
S&p Global (SPGI) 0.2 $407k 1.4k 286.82
Cabot Oil & Gas Corporation (CTRA) 0.2 $402k 14k 28.45
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $393k 12k 34.20
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $391k 5.0k 77.80
Ishares Tr Europe Etf (IEV) 0.2 $388k 10k 37.99
International Business Machines (IBM) 0.2 $387k 3.2k 119.89
ConocoPhillips (COP) 0.2 $362k 3.1k 117.84
Qualcomm (QCOM) 0.2 $355k 3.2k 109.87
Newell Rubbermaid (NWL) 0.2 $353k 24k 14.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $341k 2.3k 147.88
Equinix (EQIX) 0.2 $335k 663.00 505.28
Fortinet (FTNT) 0.2 $333k 6.9k 48.12
Ishares Msci Gbl Min Vol (ACWV) 0.2 $324k 3.7k 87.73
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $311k 6.7k 46.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $295k 3.0k 98.53
FirstEnergy (FE) 0.1 $290k 8.0k 36.13
American Express Company (AXP) 0.1 $290k 2.1k 136.99
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $289k 7.0k 41.16
Intel Corporation (INTC) 0.1 $288k 11k 25.95
Ishares Esg Awr Msci Em (ESGE) 0.1 $262k 9.6k 27.17
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $260k 5.7k 45.66
Ishares Tr Conv Bd Etf (ICVT) 0.1 $256k 3.7k 68.50
Wisdomtree Tr Us Esg Fund 0.1 $255k 6.6k 38.54
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $253k 6.4k 39.70
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $247k 2.4k 103.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $238k 5.0k 47.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $232k 1.2k 192.05
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $232k 6.2k 37.69
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $230k 2.4k 94.69
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $223k 8.4k 26.41
Arthur J. Gallagher & Co. (AJG) 0.1 $222k 1.3k 170.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $210k 640.00 328.12
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $206k 3.6k 57.56
Wisdomtree Tr Intl Esg Fund 0.1 $203k 9.3k 21.86
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $201k 9.8k 20.48