New Legacy Group

New Legacy Group as of June 30, 2023

Portfolio Holdings for New Legacy Group

New Legacy Group holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 22.2 $8.8M 31k 286.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 20.6 $8.2M 18k 443.29
Uber Technologies (UBER) 8.3 $3.3M 76k 43.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 7.0 $2.7M 37k 75.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $2.1M 51k 40.68
Ishares Tr Rus 1000 Val Etf (IWD) 4.2 $1.7M 11k 157.83
Wisdomtree Tr Europe Hedged Eq (HEDJ) 4.1 $1.6M 20k 81.87
Spdr Gold Tr Gold Shs (GLD) 3.2 $1.2M 7.0k 178.27
Apple (AAPL) 2.8 $1.1M 5.7k 193.97
Global X Fds Glb X Mlp Enrg I (MLPX) 2.8 $1.1M 26k 41.57
Ishares Tr Intrm Gov Cr Etf (GVI) 2.3 $906k 8.8k 102.90
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $845k 6.0k 140.80
Wisdomtree Tr Us High Dividend (DHS) 2.0 $796k 10k 79.57
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $598k 6.0k 99.65
Ishares Tr Msci Eafe Etf (EFA) 1.3 $508k 7.0k 72.50
Eaton Vance Tax Managed Diversified Eq. (ETY) 1.2 $467k 38k 12.46
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.2 $455k 9.0k 50.57
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $411k 8.2k 50.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $392k 3.4k 115.26
Ishares Tr Usd Inv Grde Etf (USIG) 1.0 $381k 7.6k 50.09
Ishares Tr Expanded Tech (IGV) 0.9 $358k 1.0k 345.91
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $312k 1.9k 162.43
Spdr Ser Tr Comp Software (XSW) 0.8 $307k 2.3k 133.35
Ishares Tr Us Consum Discre (IYC) 0.8 $299k 4.2k 71.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $272k 2.1k 132.73
Spdr Ser Tr S&p Biotech (XBI) 0.6 $233k 2.8k 83.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $209k 862.00 242.78