My Legacy Advisors

My Legacy Advisors as of March 31, 2024

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 211 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 5.4 $16M 262k 61.53
Ishares Tr Core Total Usd (IUSB) 4.0 $12M 265k 45.59
Ishares Tr Core S&p500 Etf (IVV) 3.6 $11M 20k 525.74
Microsoft Corporation (MSFT) 3.2 $9.6M 23k 420.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.5 $7.5M 97k 77.73
Apple (AAPL) 2.4 $7.2M 42k 171.48
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.2 $6.7M 157k 42.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $5.8M 35k 164.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.6 $4.9M 106k 46.00
Blackrock Etf Trust Us Eqt Factor (DYNF) 1.6 $4.9M 110k 44.40
Amazon (AMZN) 1.4 $4.3M 24k 180.38
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $4.3M 50k 84.44
Ishares Tr National Mun Etf (MUB) 1.4 $4.2M 39k 107.60
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $3.9M 38k 103.79
Ishares Tr Eafe Value Etf (EFV) 1.3 $3.8M 71k 54.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.8M 75k 50.60
Alphabet Cap Stk Cl A (GOOGL) 1.1 $3.3M 22k 150.93
NVIDIA Corporation (NVDA) 1.1 $3.2M 3.6k 903.62
Ishares Tr Mbs Etf (MBB) 1.1 $3.2M 34k 92.42
Ishares Tr U.s. Tech Etf (IYW) 1.0 $3.1M 23k 135.06
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $3.0M 34k 89.67
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $2.9M 16k 186.81
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.0 $2.9M 66k 43.40
Visa Com Cl A (V) 0.9 $2.8M 9.9k 279.08
UnitedHealth (UNH) 0.9 $2.7M 5.5k 494.70
Mastercard Incorporated Cl A (MA) 0.9 $2.6M 5.5k 481.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.9 $2.6M 63k 42.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.6M 6.2k 420.52
Ishares Tr S&p 100 Etf (OEF) 0.9 $2.6M 10k 247.42
Home Depot (HD) 0.8 $2.5M 6.4k 383.60
Phillips Edison & Co Common Stock (PECO) 0.8 $2.4M 67k 35.87
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $2.4M 21k 114.96
Ishares Msci Emrg Chn (EMXC) 0.8 $2.4M 41k 57.57
Costco Wholesale Corporation (COST) 0.8 $2.3M 3.2k 732.63
JPMorgan Chase & Co. (JPM) 0.8 $2.2M 11k 200.29
Cintas Corporation (CTAS) 0.7 $2.2M 3.2k 687.03
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $2.2M 23k 94.62
Wisdomtree Tr Us Total Dividnd (DTD) 0.7 $2.2M 31k 70.72
Asml Holding N V N Y Registry Shs (ASML) 0.7 $2.0M 2.0k 970.47
Trane Technologies SHS (TT) 0.7 $1.9M 6.5k 300.20
Metropcs Communications (TMUS) 0.6 $1.8M 11k 163.22
Hca Holdings (HCA) 0.6 $1.8M 5.4k 333.53
Walt Disney Company (DIS) 0.6 $1.7M 14k 122.36
Vanguard Index Fds Value Etf (VTV) 0.6 $1.7M 11k 162.86
Thermo Fisher Scientific (TMO) 0.6 $1.7M 2.9k 581.21
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.7M 4.8k 344.22
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $1.6M 21k 76.19
Pepsi (PEP) 0.5 $1.6M 8.9k 175.01
McDonald's Corporation (MCD) 0.5 $1.5M 5.4k 281.94
Adobe Systems Incorporated (ADBE) 0.5 $1.5M 3.0k 504.60
Coca-Cola Company (KO) 0.5 $1.5M 25k 61.18
Nxp Semiconductors N V (NXPI) 0.5 $1.4M 5.8k 247.77
TJX Companies (TJX) 0.5 $1.4M 14k 101.42
Ishares Tr Esg Msci Leadr (SUSL) 0.5 $1.4M 15k 93.85
Quanta Services (PWR) 0.5 $1.4M 5.2k 259.80
Ishares Tr Hdg Msci Eafe (HEFA) 0.5 $1.4M 39k 34.88
Chevron Corporation (CVX) 0.4 $1.3M 8.1k 157.73
MetLife (MET) 0.4 $1.3M 17k 74.11
Wisdomtree Tr Intl Qulty Div (IQDG) 0.4 $1.3M 33k 38.06
Fifth Third Ban (FITB) 0.4 $1.3M 34k 37.21
Verizon Communications (VZ) 0.4 $1.2M 30k 41.96
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.2M 15k 81.78
Merck & Co (MRK) 0.4 $1.2M 9.2k 131.95
American Electric Power Company (AEP) 0.4 $1.2M 14k 86.10
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $1.2M 26k 46.21
Cincinnati Financial Corporation (CINF) 0.4 $1.2M 9.5k 124.17
Blackrock Etf Trust Ii Flexible Income (BINC) 0.4 $1.2M 22k 52.46
Williams Companies (WMB) 0.4 $1.2M 30k 38.97
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $1.1M 17k 68.80
Duke Energy Corp Com New (DUK) 0.4 $1.1M 12k 96.71
Abbvie (ABBV) 0.4 $1.1M 6.1k 182.09
Wal-Mart Stores (WMT) 0.4 $1.1M 18k 60.17
Procter & Gamble Company (PG) 0.4 $1.1M 6.6k 162.26
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.1M 8.9k 121.00
At&t (T) 0.4 $1.1M 61k 17.60
International Business Machines (IBM) 0.4 $1.1M 5.6k 190.96
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.4 $1.1M 17k 60.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $1.1M 11k 92.72
International Paper Company (IP) 0.3 $1.0M 26k 39.02
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $1.0M 9.6k 105.03
Lockheed Martin Corporation (LMT) 0.3 $1.0M 2.2k 454.87
General Mills (GIS) 0.3 $991k 14k 69.97
Citizens Financial (CFG) 0.3 $981k 27k 36.29
Entergy Corporation (ETR) 0.3 $973k 9.2k 105.68
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $972k 2.3k 418.01
Nextera Energy (NEE) 0.3 $968k 15k 63.91
Novo-nordisk A S Adr (NVO) 0.3 $967k 7.5k 128.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $954k 6.1k 155.91
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $953k 34k 28.23
Lyondellbasell Industries N Shs - A - (LYB) 0.3 $940k 9.2k 102.28
Amgen (AMGN) 0.3 $934k 3.3k 284.32
Us Bancorp Del Com New (USB) 0.3 $934k 21k 44.70
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $917k 19k 48.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $910k 3.5k 259.90
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $907k 7.2k 125.33
Hartford Financial Services (HIG) 0.3 $903k 8.8k 103.05
Ishares Core Msci Emkt (IEMG) 0.3 $886k 17k 51.60
Starbucks Corporation (SBUX) 0.3 $879k 9.6k 91.39
salesforce (CRM) 0.3 $861k 2.9k 301.18
Altria (MO) 0.3 $843k 19k 43.62
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.3 $843k 17k 49.64
EOG Resources (EOG) 0.3 $842k 6.6k 127.84
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.3 $823k 18k 45.31
Ishares Tr Global Energ Etf (IXC) 0.3 $821k 19k 42.95
Roper Industries (ROP) 0.3 $802k 1.4k 560.84
Linde SHS (LIN) 0.3 $788k 1.7k 464.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $786k 6.0k 131.24
Northrop Grumman Corporation (NOC) 0.3 $781k 1.6k 478.66
FirstEnergy (FE) 0.3 $778k 20k 38.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $773k 3.3k 235.79
Zoetis Cl A (ZTS) 0.3 $755k 4.5k 169.21
Sonoco Products Company (SON) 0.3 $749k 13k 57.84
S&p Global (SPGI) 0.3 $749k 1.8k 425.45
Tesla Motors (TSLA) 0.2 $740k 4.2k 175.79
Marathon Petroleum Corp (MPC) 0.2 $738k 3.7k 201.50
Ishares Tr Europe Etf (IEV) 0.2 $735k 13k 55.67
Sempra Energy (SRE) 0.2 $733k 10k 71.83
Genuine Parts Company (GPC) 0.2 $731k 4.7k 154.93
Peakstone Realty Trust Common Shares (PKST) 0.2 $728k 45k 16.13
Dominion Resources (D) 0.2 $727k 15k 49.19
Parker-Hannifin Corporation (PH) 0.2 $726k 1.3k 555.79
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $718k 14k 51.28
Wisdomtree Tr Futre Strat Fd (WTMF) 0.2 $705k 19k 37.50
Citigroup Com New (C) 0.2 $705k 11k 63.24
Philip Morris International (PM) 0.2 $694k 7.6k 91.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $692k 8.6k 80.51
Interpublic Group of Companies (IPG) 0.2 $688k 21k 32.63
Realty Income (O) 0.2 $687k 13k 54.10
Global X Fds Us Pfd Etf (PFFD) 0.2 $662k 33k 20.16
Ford Motor Company (F) 0.2 $658k 50k 13.28
NiSource (NI) 0.2 $658k 24k 27.66
Eversource Energy (ES) 0.2 $640k 11k 59.77
Capital One Financial (COF) 0.2 $635k 4.3k 148.89
American Water Works (AWK) 0.2 $630k 5.2k 122.21
Cme (CME) 0.2 $630k 2.9k 215.29
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $620k 9.5k 65.21
Accenture Plc Ireland Shs Class A (ACN) 0.2 $613k 1.8k 346.61
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $611k 7.3k 83.58
Wec Energy Group (WEC) 0.2 $602k 7.3k 82.12
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $601k 14k 41.84
American Tower Reit (AMT) 0.2 $592k 3.0k 197.59
Ishares Tr Us Infrastruc (IFRA) 0.2 $588k 14k 43.36
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $580k 11k 50.86
Nike CL B (NKE) 0.2 $579k 6.2k 93.98
CSX Corporation (CSX) 0.2 $554k 15k 37.07
Franklin Resources (BEN) 0.2 $553k 20k 28.11
Prologis (PLD) 0.2 $550k 4.2k 130.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $548k 11k 50.17
Exxon Mobil Corporation (XOM) 0.2 $543k 4.7k 116.23
Public Service Enterprise (PEG) 0.2 $523k 7.8k 66.78
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.2 $495k 11k 43.41
Unum (UNM) 0.2 $484k 9.0k 53.66
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $474k 13k 35.84
Ishares Tr Core Msci Eafe (IEFA) 0.2 $467k 6.3k 74.22
Emerson Electric (EMR) 0.2 $467k 4.1k 113.42
Abbott Laboratories (ABT) 0.2 $465k 4.1k 113.66
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $461k 14k 32.23
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $457k 9.8k 46.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $454k 7.3k 62.06
Sherwin-Williams Company (SHW) 0.2 $452k 1.3k 347.33
Wisdomtree Tr Us Quality Grow (QGRW) 0.2 $451k 11k 41.10
Principal Financial (PFG) 0.2 $448k 5.2k 86.31
Fidelity National Financial Fnf Group Com (FNF) 0.1 $447k 8.4k 53.10
Regions Financial Corporation (RF) 0.1 $440k 21k 21.04
National Retail Properties (NNN) 0.1 $425k 9.9k 42.74
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $425k 7.4k 57.41
DTE Energy Company (DTE) 0.1 $419k 3.7k 112.14
Marsh & McLennan Companies (MMC) 0.1 $409k 2.0k 205.98
Hp (HPQ) 0.1 $406k 13k 30.22
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $404k 3.9k 104.73
Wisdomtree Tr Us Multifactor (USMF) 0.1 $403k 8.7k 46.56
Broadcom (AVGO) 0.1 $395k 298.00 1325.41
Schlumberger Com Stk (SLB) 0.1 $387k 7.1k 54.81
Truist Financial Corp equities (TFC) 0.1 $387k 9.9k 38.98
Kla Corp Com New (KLAC) 0.1 $382k 547.00 698.57
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $373k 5.1k 73.46
Pfizer (PFE) 0.1 $371k 13k 27.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $365k 4.8k 75.98
Fortinet (FTNT) 0.1 $353k 5.2k 68.31
Synopsys (SNPS) 0.1 $352k 616.00 571.50
Netflix (NFLX) 0.1 $340k 559.00 607.33
Ishares Tr Russell 2000 Etf (IWM) 0.1 $338k 1.6k 210.30
Wendy's/arby's Group (WEN) 0.1 $323k 17k 18.84
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $322k 3.2k 100.82
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $322k 7.2k 44.49
Paccar (PCAR) 0.1 $314k 2.5k 123.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $310k 645.00 480.70
Ishares Tr Select Divid Etf (DVY) 0.1 $306k 2.5k 123.18
Ishares Tr Broad Usd High (USHY) 0.1 $304k 8.3k 36.59
Cisco Systems (CSCO) 0.1 $299k 6.0k 49.91
Johnson & Johnson (JNJ) 0.1 $297k 1.9k 158.20
Ares Capital Corporation (ARCC) 0.1 $293k 14k 20.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $290k 4.0k 72.63
Ishares Tr Tips Bd Etf (TIP) 0.1 $283k 2.6k 107.39
Whirlpool Corporation (WHR) 0.1 $276k 2.3k 119.63
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 0.1 $269k 8.3k 32.17
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $264k 12k 22.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $264k 3.3k 80.63
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $262k 12k 22.77
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $259k 5.7k 45.15
H&R Block (HRB) 0.1 $247k 5.0k 49.11
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $236k 2.5k 93.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $236k 5.6k 41.77
Blackstone Group Inc Com Cl A (BX) 0.1 $233k 1.8k 131.37
Pioneer Natural Resources 0.1 $229k 874.00 262.50
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $222k 1.9k 115.82
General Electric Com New (GE) 0.1 $210k 1.2k 175.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $206k 463.00 443.94
Watsco, Incorporated (WSO) 0.1 $205k 474.00 431.97
AutoZone (AZO) 0.1 $202k 64.00 3151.66
Joby Aviation Common Stock (JOBY) 0.0 $92k 17k 5.36