My Legacy Advisors

My Legacy Advisors as of Dec. 31, 2022

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 205 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
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.6 $8.4M 173k 48.50
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.3 $7.7M 101k 76.39
Ishares Tr Esg Awr Msci Usa (ESGU) 3.0 $7.0M 76k 91.58
Apple (AAPL) 2.5 $6.0M 39k 154.50
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.3 $5.4M 128k 41.94
Microsoft Corporation (MSFT) 2.1 $5.0M 19k 258.35
Ishares Tr Core S&p500 Etf (IVV) 2.1 $4.9M 12k 414.35
First Tr Exchange-traded Senior Ln Fd (FTSL) 2.0 $4.7M 102k 45.70
Ishares Tr National Mun Etf (MUB) 1.5 $3.5M 33k 107.88
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $3.0M 33k 92.34
Ishares Tr Eafe Value Etf (EFV) 1.3 $3.0M 61k 49.23
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $3.0M 34k 88.32
UnitedHealth (UNH) 1.2 $2.8M 5.8k 472.02
Phillips Edison & Co Common Stock (PECO) 1.2 $2.7M 81k 33.74
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $2.5M 53k 47.03
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.1 $2.5M 56k 44.10
Visa Com Cl A (V) 1.0 $2.5M 11k 230.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $2.3M 48k 48.88
Ishares Core Msci Emkt (IEMG) 1.0 $2.3M 45k 50.33
Ishares Tr Core Total Usd (IUSB) 0.9 $2.2M 48k 46.28
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.9 $2.1M 51k 42.00
Mastercard Incorporated Cl A (MA) 0.9 $2.1M 5.7k 373.91
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.0M 20k 104.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.0M 45k 45.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $2.0M 27k 73.91
Home Depot (HD) 0.8 $1.9M 5.8k 331.50
Wisdomtree Tr Us Largecap Fund (EPS) 0.8 $1.9M 42k 44.77
Wisdomtree Tr Us Total Dividnd (DTD) 0.8 $1.8M 29k 62.83
Ishares Tr Mbs Etf (MBB) 0.8 $1.8M 19k 95.67
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.7 $1.7M 37k 47.06
Costco Wholesale Corporation (COST) 0.7 $1.7M 3.4k 514.80
Vanguard Index Fds Value Etf (VTV) 0.7 $1.7M 12k 143.88
Thermo Fisher Scientific (TMO) 0.7 $1.7M 2.9k 587.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $1.6M 19k 81.50
Hca Holdings (HCA) 0.7 $1.6M 6.0k 258.08
Metropcs Communications (TMUS) 0.6 $1.5M 11k 145.19
Amazon (AMZN) 0.6 $1.5M 15k 103.39
Cintas Corporation (CTAS) 0.6 $1.5M 3.4k 442.42
Starbucks Corporation (SBUX) 0.6 $1.5M 14k 104.30
JPMorgan Chase & Co. (JPM) 0.6 $1.5M 11k 141.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 4.7k 308.51
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.4M 20k 72.98
Ishares Tr Esg Msci Leadr (SUSL) 0.6 $1.4M 19k 71.65
Adobe Systems Incorporated (ADBE) 0.6 $1.4M 3.6k 379.33
MetLife (MET) 0.6 $1.4M 20k 69.79
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.4M 5.6k 243.23
Ishares Tr S&p 100 Etf (OEF) 0.6 $1.3M 7.3k 185.33
Pepsi (PEP) 0.6 $1.3M 7.9k 169.12
American Electric Power Company (AEP) 0.5 $1.3M 14k 92.11
Chevron Corporation (CVX) 0.5 $1.3M 7.5k 169.45
Ishares Tr U.s. Tech Etf (IYW) 0.5 $1.3M 15k 87.41
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.5 $1.3M 21k 59.19
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $1.3M 11k 114.33
Gilead Sciences (GILD) 0.5 $1.2M 15k 84.50
McDonald's Corporation (MCD) 0.5 $1.2M 4.7k 264.23
Wisdomtree Tr Intl Equity Fd (DWM) 0.5 $1.2M 24k 50.29
Merck & Co (MRK) 0.5 $1.2M 12k 102.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.2M 11k 110.19
Hartford Financial Services (HIG) 0.5 $1.2M 16k 74.77
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.2M 4.0k 289.22
Marathon Petroleum Corp (MPC) 0.5 $1.2M 9.9k 118.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $1.2M 23k 50.49
Coca-Cola Company (KO) 0.5 $1.2M 19k 59.83
Danaher Corporation (DHR) 0.5 $1.2M 4.3k 269.85
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.1M 1.7k 679.62
Duke Energy Corp Com New (DUK) 0.5 $1.1M 11k 100.58
TJX Companies (TJX) 0.5 $1.1M 14k 80.52
Fifth Third Ban (FITB) 0.5 $1.1M 30k 37.64
Walt Disney Company (DIS) 0.5 $1.1M 9.9k 110.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $1.1M 17k 63.09
Wal-Mart Stores (WMT) 0.5 $1.1M 7.6k 141.71
Blackstone Group Inc Com Cl A (BX) 0.5 $1.1M 11k 97.13
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $1.1M 26k 41.34
Trane Technologies SHS (TT) 0.5 $1.1M 5.7k 186.30
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $1.1M 17k 63.39
Key (KEY) 0.5 $1.1M 53k 20.02
Wisdomtree Tr Us Multifactor (USMF) 0.4 $1.0M 27k 39.32
Lockheed Martin Corporation (LMT) 0.4 $1.0M 2.3k 459.08
Procter & Gamble Company (PG) 0.4 $1.0M 7.3k 142.61
Citizens Financial (CFG) 0.4 $986k 22k 44.44
At&t (T) 0.4 $982k 50k 19.83
First Horizon National Corporation (FHN) 0.4 $982k 40k 24.69
Emerson Electric (EMR) 0.4 $981k 11k 91.39
Cincinnati Financial Corporation (CINF) 0.4 $949k 8.2k 115.11
General Mills (GIS) 0.4 $945k 13k 75.48
Ares Capital Corporation (ARCC) 0.4 $936k 48k 19.69
Sherwin-Williams Company (SHW) 0.4 $927k 3.8k 241.73
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $910k 11k 80.60
Realty Income (O) 0.4 $909k 14k 67.59
Cme (CME) 0.4 $898k 5.1k 176.55
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $879k 6.7k 131.23
Comcast Corp Cl A (CMCSA) 0.4 $867k 22k 39.97
Nike CL B (NKE) 0.4 $856k 6.7k 127.61
Williams Companies (WMB) 0.4 $845k 26k 32.08
Roper Industries (ROP) 0.4 $842k 2.0k 430.34
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $835k 8.0k 104.83
Principal Financial (PFG) 0.4 $834k 9.0k 92.31
Nextera Energy (NEE) 0.4 $833k 11k 74.67
Pfizer (PFE) 0.4 $821k 19k 44.06
Cisco Systems (CSCO) 0.3 $816k 17k 48.63
Eversource Energy (ES) 0.3 $815k 10k 80.35
Dominion Resources (D) 0.3 $814k 14k 60.25
Entergy Corporation (ETR) 0.3 $805k 7.5k 108.08
Verizon Communications (VZ) 0.3 $800k 19k 41.51
Old Dominion Freight Line (ODFL) 0.3 $791k 2.1k 371.01
EOG Resources (EOG) 0.3 $788k 6.3k 124.62
Aon Shs Cl A (AON) 0.3 $784k 2.5k 313.64
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $778k 17k 45.09
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.3 $762k 17k 45.73
American Water Works (AWK) 0.3 $758k 4.8k 156.61
Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $756k 22k 34.98
National Retail Properties (NNN) 0.3 $756k 16k 47.22
Bce Com New (BCE) 0.3 $755k 16k 46.09
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $751k 5.3k 141.13
Genuine Parts Company (GPC) 0.3 $747k 4.4k 168.29
Interpublic Group of Companies (IPG) 0.3 $739k 19k 39.11
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $739k 30k 24.85
Zoetis Cl A (ZTS) 0.3 $738k 4.4k 167.80
International Paper Company (IP) 0.3 $731k 18k 41.36
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $729k 6.8k 107.39
Sonoco Products Company (SON) 0.3 $728k 12k 61.93
Philip Morris International (PM) 0.3 $724k 7.1k 102.59
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $718k 22k 33.46
Edwards Lifesciences (EW) 0.3 $717k 8.7k 82.12
Ishares Tr Core Msci Eafe (IEFA) 0.3 $699k 10k 66.97
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $696k 24k 28.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $693k 4.8k 145.70
Nxp Semiconductors N V (NXPI) 0.3 $686k 3.6k 190.95
Global X Fds Us Pfd Etf (PFFD) 0.3 $681k 32k 21.48
Altria (MO) 0.3 $673k 14k 46.91
Sempra Energy (SRE) 0.3 $672k 4.3k 155.90
International Business Machines (IBM) 0.3 $657k 4.8k 136.94
Lyondellbasell Industries N Shs - A - (LYB) 0.3 $657k 6.7k 98.15
Nextera Energy Partners Com Unit Part In (NEP) 0.3 $653k 9.1k 71.99
Becton, Dickinson and (BDX) 0.3 $652k 2.7k 245.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $650k 14k 46.01
Us Bancorp Del Com New (USB) 0.3 $638k 13k 49.30
Northrop Grumman Corporation (NOC) 0.3 $629k 1.4k 440.64
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $615k 5.4k 114.92
Bank of America Corporation (BAC) 0.3 $614k 17k 36.43
Avangrid (AGR) 0.3 $602k 15k 41.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $598k 14k 41.69
Quanta Services (PWR) 0.3 $588k 3.9k 152.43
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $569k 12k 46.67
S&p Global (SPGI) 0.2 $566k 1.5k 372.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $556k 11k 50.80
Prologis (PLD) 0.2 $546k 4.1k 131.62
Johnson & Johnson (JNJ) 0.2 $538k 3.3k 164.61
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $530k 21k 25.06
Equinix (EQIX) 0.2 $521k 711.00 733.00
Ishares Esg Awr Msci Em (ESGE) 0.2 $509k 16k 32.65
Ishares Tr Europe Etf (IEV) 0.2 $501k 10k 49.79
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $493k 13k 38.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $491k 7.7k 63.60
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $484k 15k 33.46
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $474k 10k 46.52
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $449k 11k 41.94
FirstEnergy (FE) 0.2 $433k 11k 39.52
Crown Castle Intl (CCI) 0.2 $429k 2.9k 145.97
Exxon Mobil Corporation (XOM) 0.2 $428k 3.8k 111.92
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $418k 5.3k 78.22
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $416k 3.9k 106.70
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $409k 8.7k 46.97
Qualcomm (QCOM) 0.2 $403k 3.0k 135.01
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $399k 16k 25.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $396k 5.7k 68.80
American Express Company (AXP) 0.2 $390k 2.2k 178.86
Wisdomtree Tr Futre Strat Fd (WTMF) 0.2 $388k 12k 32.77
Mid-America Apartment (MAA) 0.2 $381k 2.2k 173.05
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $381k 3.8k 99.82
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $375k 5.2k 71.55
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $373k 7.1k 52.53
Fortinet (FTNT) 0.2 $367k 6.9k 53.00
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.1 $348k 20k 17.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $347k 8.5k 40.88
Intel Corporation (INTC) 0.1 $336k 11k 30.32
Newell Rubbermaid (NWL) 0.1 $332k 21k 16.12
Ishares Tr Us Infrastruc (IFRA) 0.1 $326k 8.3k 39.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $308k 2.0k 153.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $303k 9.4k 32.34
Ishares Tr Broad Usd High (USHY) 0.1 $298k 8.3k 35.79
Franklin Resources (BEN) 0.1 $293k 8.8k 33.27
ConocoPhillips (COP) 0.1 $291k 2.7k 108.11
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $290k 13k 23.21
Wisdomtree Tr Us Esg Fund 0.1 $285k 6.5k 44.15
Ishares Msci Gbl Min Vol (ACWV) 0.1 $250k 2.6k 96.01
NVIDIA Corporation (NVDA) 0.1 $245k 1.2k 211.04
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.1 $244k 5.5k 44.73
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $244k 2.0k 119.97
Arthur J. Gallagher & Co. (AJG) 0.1 $242k 1.3k 193.49
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $240k 5.1k 46.91
Synopsys (SNPS) 0.1 $240k 663.00 361.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $239k 630.00 378.85
Wisdomtree Tr Intl Esg Fund 0.1 $237k 8.7k 27.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $228k 1.3k 176.61
Ishares Tr Russell 2000 Etf (IWM) 0.1 $228k 1.2k 197.07
Simon Property (SPG) 0.1 $226k 1.7k 129.81
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $223k 966.00 230.37
Chubb (CB) 0.1 $211k 1.0k 209.84
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $210k 3.4k 62.71
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $209k 4.4k 47.60
Msci (MSCI) 0.1 $209k 368.00 567.43
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $204k 677.00 301.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $201k 487.00 412.35
Linde SHS 0.1 $200k 619.00 323.60