New Legacy Group

New Legacy Group as of March 31, 2023

Portfolio Holdings for New Legacy Group

New Legacy Group holds 26 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 21.4 $7.5M 18k 409.40
Meta Platforms Cl A (META) 18.4 $6.5M 31k 211.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 7.9 $2.8M 37k 75.55
Uber Technologies (UBER) 6.8 $2.4M 76k 31.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.9 $2.1M 51k 40.40
Wisdomtree Tr Europe Hedged Eq (HEDJ) 4.7 $1.6M 20k 82.21
Ishares Tr Rus 1000 Val Etf (IWD) 4.6 $1.6M 11k 152.26
Spdr Gold Tr Gold Shs (GLD) 3.6 $1.3M 7.0k 183.22
Global X Fds Glb X Mlp Enrg I (MLPX) 3.0 $1.0M 26k 39.95
Apple (AAPL) 2.7 $940k 5.7k 164.90
Ishares Tr Intrm Gov Cr Etf (GVI) 2.6 $920k 8.8k 104.49
Wisdomtree Tr Us High Dividend (DHS) 2.3 $823k 10k 82.27
Ishares Tr Rus 2000 Val Etf (IWN) 2.3 $822k 6.0k 137.02
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $580k 6.0k 96.70
Ishares Tr Msci Eafe Etf (EFA) 1.4 $501k 7.0k 71.52
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $462k 9.0k 51.28
Eaton Vance Tax Managed Diversified Eq. (ETY) 1.2 $438k 38k 11.67
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $414k 8.2k 50.54
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.1 $400k 3.4k 117.65
Ishares Tr Usd Inv Grde Etf (USIG) 1.1 $385k 7.6k 50.66
Ishares Tr Expanded Tech (IGV) 0.9 $315k 1.0k 304.70
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $296k 1.9k 154.01
Spdr Ser Tr Comp Software (XSW) 0.8 $283k 2.3k 123.07
Ishares Tr Us Consum Discre (IYC) 0.8 $272k 4.2k 64.69
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $265k 2.1k 129.46
Spdr Ser Tr S&p Biotech (XBI) 0.6 $214k 2.8k 76.21