Legacy Bridge, LLC - Q4 2018 holdings

Add to watchlist

$80.8 Million is the total value of Legacy Bridge, LLC's 220 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .

All

			Value		Shares		↓ Weighting
WTBA	New	WEST BANCORPORATION INCcap stk	$10,139,000	–	531,126	+100.0%	12.55%	–
DAR	New	DARLING INGREDIENTS INC	$2,296,000	–	119,353	+100.0%	2.84%	–
EFA	New	ISHARES TRmsci eafe etf	$1,458,000	–	24,802	+100.0%	1.80%	–
IWO	New	ISHARES TRrus 2000 grw etf	$1,431,000	–	8,515	+100.0%	1.77%	–
MSFT	New	MICROSOFT CORP	$1,371,000	–	13,494	+100.0%	1.70%	–
IWN	New	ISHARES TRrus 2000 val etf	$1,342,000	–	12,475	+100.0%	1.66%	–
IWM	New	ISHARES TRrussell 2000 etf	$1,219,000	–	9,104	+100.0%	1.51%	–
AAPL	New	APPLE INC	$1,054,000	–	6,682	+100.0%	1.30%	–
IWR	New	ISHARES TRrus mid cap etf	$1,007,000	–	21,660	+100.0%	1.25%	–
USDU	New	WISDOMTREE TRblmbg us bull	$985,000	–	36,425	+100.0%	1.22%	–
PYPL	New	PAYPAL HLDGS INC	$905,000	–	10,758	+100.0%	1.12%	–
VWO	New	VANGUARD INTL EQUITY INDEX Fftse emr mkt etf	$889,000	–	23,332	+100.0%	1.10%	–
V	New	VISA INC	$885,000	–	6,706	+100.0%	1.10%	–
WFC	New	WELLS FARGO CO NEW	$874,000	–	18,976	+100.0%	1.08%	–
DE	New	DEERE & CO	$862,000	–	5,779	+100.0%	1.07%	–
ABBV	New	ABBVIE INC	$860,000	–	9,331	+100.0%	1.06%	–
EW	New	EDWARDS LIFESCIENCES CORP	$828,000	–	5,407	+100.0%	1.02%	–
UNH	New	UNITEDHEALTH GROUP INC	$824,000	–	3,307	+100.0%	1.02%	–
IWP	New	ISHARES TRrus md cp gr etf	$820,000	–	7,210	+100.0%	1.02%	–
CME	New	CME GROUP INC	$818,000	–	4,347	+100.0%	1.01%	–
HON	New	HONEYWELL INTL INC	$801,000	–	6,060	+100.0%	0.99%	–
SCHM	New	SCHWAB STRATEGIC TRus mid-cap etf	$796,000	–	16,601	+100.0%	0.98%	–
WDAY	New	WORKDAY INCcl a	$791,000	–	4,955	+100.0%	0.98%	–
UNP	New	UNION PAC CORP	$765,000	–	5,536	+100.0%	0.95%	–
JPM	New	JPMORGAN CHASE & CO	$743,000	–	7,607	+100.0%	0.92%	–
CVX	New	CHEVRON CORP NEW	$738,000	–	6,783	+100.0%	0.91%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$709,000	–	5,170	+100.0%	0.88%	–
ORCL	New	ORACLE CORP	$706,000	–	15,646	+100.0%	0.87%	–
HD	New	HOME DEPOT INC	$701,000	–	4,080	+100.0%	0.87%	–
ILMN	New	ILLUMINA INC	$682,000	–	2,275	+100.0%	0.84%	–
COST	New	COSTCO WHSL CORP NEW	$682,000	–	3,346	+100.0%	0.84%	–
TMO	New	THERMO FISHER SCIENTIFIC INC	$680,000	–	3,038	+100.0%	0.84%	–
LOW	New	LOWES COS INC	$677,000	–	7,325	+100.0%	0.84%	–
AMZN	New	AMAZON COM INC	$671,000	–	447	+100.0%	0.83%	–
MMM	New	3M CO	$671,000	–	3,521	+100.0%	0.83%	–
RPM	New	RPM INTL INC	$660,000	–	11,230	+100.0%	0.82%	–
GOOG	New	ALPHABET INCcap stk cl c	$660,000	–	637	+100.0%	0.82%	–
C	New	CITIGROUP INC	$643,000	–	12,360	+100.0%	0.80%	–
FOXA	New	TWENTY FIRST CENTY FOX INCcl a	$633,000	–	13,152	+100.0%	0.78%	–
CAT	New	CATERPILLAR INC DEL	$632,000	–	4,970	+100.0%	0.78%	–
UPS	New	UNITED PARCEL SERVICE INCcl b	$629,000	–	6,445	+100.0%	0.78%	–
PG	New	PROCTER AND GAMBLE CO	$607,000	–	6,605	+100.0%	0.75%	–
SCHF	New	SCHWAB STRATEGIC TRintl eqty etf	$606,000	–	21,385	+100.0%	0.75%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$597,000	–	2,922	+100.0%	0.74%	–
CRM	New	SALESFORCE COM INC	$585,000	–	4,271	+100.0%	0.72%	–
MDLZ	New	MONDELEZ INTL INCcl a	$576,000	–	14,400	+100.0%	0.71%	–
IWS	New	ISHARES TRrus mdcp val etf	$575,000	–	7,530	+100.0%	0.71%	–
PNC	New	PNC FINL SVCS GROUP INC	$566,000	–	4,844	+100.0%	0.70%	–
PSX	New	PHILLIPS 66	$566,000	–	6,572	+100.0%	0.70%	–
COP	New	CONOCOPHILLIPS	$534,000	–	8,571	+100.0%	0.66%	–
BAC	New	BANK AMER CORP	$529,000	–	21,480	+100.0%	0.66%	–
XOM	New	EXXON MOBIL CORP	$528,000	–	7,746	+100.0%	0.65%	–
ITW	New	ILLINOIS TOOL WKS INC	$528,000	–	4,167	+100.0%	0.65%	–
MNST	New	MONSTER BEVERAGE CORP NEW	$520,000	–	10,565	+100.0%	0.64%	–
LULU	New	LULULEMON ATHLETICA INC	$519,000	–	4,267	+100.0%	0.64%	–
HRS	New	HARRIS CORP DEL	$517,000	–	3,840	+100.0%	0.64%	–
UTX	New	UNITED TECHNOLOGIES CORP	$515,000	–	4,838	+100.0%	0.64%	–
DIS	New	DISNEY WALT CO	$503,000	–	4,587	+100.0%	0.62%	–
AEL	New	AMERICAN EQTY INVT LIFE HLD	$503,000	–	18,000	+100.0%	0.62%	–
WMT	New	WALMART INC	$483,000	–	5,180	+100.0%	0.60%	–
DG	New	DOLLAR GEN CORP NEW	$477,000	–	4,415	+100.0%	0.59%	–
LGND	New	LIGAND PHARMACEUTICALS INC	$475,000	–	3,500	+100.0%	0.59%	–
LLL	New	L3 TECHNOLOGIES INC	$471,000	–	2,715	+100.0%	0.58%	–
SCHW	New	SCHWAB CHARLES CORP NEW	$468,000	–	11,269	+100.0%	0.58%	–
TMUS	New	T MOBILE US INC	$450,000	–	7,082	+100.0%	0.56%	–
PEP	New	PEPSICO INC	$441,000	–	3,993	+100.0%	0.55%	–
BLK	New	BLACKROCK INC	$438,000	–	1,115	+100.0%	0.54%	–
DHR	New	DANAHER CORP DEL	$423,000	–	4,104	+100.0%	0.52%	–
KSU	New	KANSAS CITY SOUTHERN	$417,000	–	4,370	+100.0%	0.52%	–
COMB	New	GRANITESHARES ETF TR	$406,000	–	17,690	+100.0%	0.50%	–
RIO	New	RIO TINTO PLCsponsored adr	$401,000	–	8,280	+100.0%	0.50%	–
WK	New	WORKIVA INC	$391,000	–	10,885	+100.0%	0.48%	–
PH	New	PARKER HANNIFIN CORP	$387,000	–	2,596	+100.0%	0.48%	–
SCHA	New	SCHWAB STRATEGIC TRus sml cap etf	$384,000	–	6,335	+100.0%	0.48%	–
ABT	New	ABBOTT LABS	$375,000	–	5,179	+100.0%	0.46%	–
CVS	New	CVS HEALTH CORP	$375,000	–	5,721	+100.0%	0.46%	–
MS	New	MORGAN STANLEY	$355,000	–	8,964	+100.0%	0.44%	–
PFG	New	PRINCIPAL FINL GROUP INC	$353,000	–	8,000	+100.0%	0.44%	–
ETN	New	EATON CORP PLC	$352,000	–	5,125	+100.0%	0.44%	–
TSS	New	TOTAL SYS SVCS INC	$351,000	–	4,318	+100.0%	0.43%	–
PANW	New	PALO ALTO NETWORKS INC	$350,000	–	1,860	+100.0%	0.43%	–
ACN	New	ACCENTURE PLC IRELAND	$348,000	–	2,470	+100.0%	0.43%	–
TJX	New	TJX COS INC NEW	$347,000	–	7,764	+100.0%	0.43%	–
SQ	New	SQUARE INCcl a	$346,000	–	6,160	+100.0%	0.43%	–
JNJ	New	JOHNSON & JOHNSON	$343,000	–	2,659	+100.0%	0.42%	–
RTN	New	RAYTHEON CO	$339,000	–	2,213	+100.0%	0.42%	–
STZ	New	CONSTELLATION BRANDS INCcl a	$335,000	–	2,080	+100.0%	0.42%	–
VEA	New	VANGUARD TAX MANAGED INTL FDftse dev mkt etf	$333,000	–	8,966	+100.0%	0.41%	–
TGT	New	TARGET CORP	$330,000	–	4,990	+100.0%	0.41%	–
CSCO	New	CISCO SYS INC	$321,000	–	7,419	+100.0%	0.40%	–
GS	New	GOLDMAN SACHS GROUP INC	$310,000	–	1,855	+100.0%	0.38%	–
EWH	New	ISHARES INCmsci hong kg etf	$302,000	–	13,375	+100.0%	0.37%	–
VZ	New	VERIZON COMMUNICATIONS INC	$300,000	–	5,342	+100.0%	0.37%	–
DEO	New	DIAGEO P L Cspon adr new	$299,000	–	2,111	+100.0%	0.37%	–
KO	New	COCA COLA CO	$295,000	–	6,230	+100.0%	0.36%	–
AXON	New	AXON ENTERPRISE INC	$295,000	–	6,750	+100.0%	0.36%	–
MCD	New	MCDONALDS CORP	$292,000	–	1,645	+100.0%	0.36%	–
DWDP	New	DOWDUPONT INC	$287,000	–	5,366	+100.0%	0.36%	–
SYK	New	STRYKER CORP	$286,000	–	1,825	+100.0%	0.35%	–
MAC	New	MACERICH CO	$280,000	–	6,474	+100.0%	0.35%	–
LMT	New	LOCKHEED MARTIN CORP	$266,000	–	1,014	+100.0%	0.33%	–
IVW	New	ISHARES TRs&p 500 grwt etf	$264,000	–	1,749	+100.0%	0.33%	–
INDA	New	ISHARES TRmsci india etf	$260,000	–	7,800	+100.0%	0.32%	–
GOOGL	New	ALPHABET INCcap stk cl a	$259,000	–	248	+100.0%	0.32%	–
IBM	New	INTERNATIONAL BUSINESS MACHS	$251,000	–	2,209	+100.0%	0.31%	–
NTRS	New	NORTHERN TR CORP	$248,000	–	2,970	+100.0%	0.31%	–
CE	New	CELANESE CORP DEL	$239,000	–	2,655	+100.0%	0.30%	–
SMTC	New	SEMTECH CORP	$237,000	–	5,175	+100.0%	0.29%	–
VLO	New	VALERO ENERGY CORP NEW	$233,000	–	3,108	+100.0%	0.29%	–
IJR	New	ISHARES TRcore s&p scp etf	$222,000	–	3,204	+100.0%	0.28%	–
CMI	New	CUMMINS INC	$214,000	–	1,600	+100.0%	0.26%	–
KEY	New	KEYCORP NEW	$214,000	–	14,469	+100.0%	0.26%	–
QCOM	New	QUALCOMM INC	$213,000	–	3,751	+100.0%	0.26%	–
FB	New	FACEBOOK INCcl a	$208,000	–	1,589	+100.0%	0.26%	–
USB	New	US BANCORP DEL	$208,000	–	4,561	+100.0%	0.26%	–
ULTA	New	ULTA BEAUTY INC	$198,000	–	810	+100.0%	0.24%	–
AFL	New	AFLAC INC	$197,000	–	4,314	+100.0%	0.24%	–
INTC	New	INTEL CORP	$197,000	–	4,200	+100.0%	0.24%	–
PFE	New	PFIZER INC	$191,000	–	4,383	+100.0%	0.24%	–
SPY	New	SPDR S&P 500 ETF TRtr unit	$190,000	–	760	+100.0%	0.24%	–
GILD	New	GILEAD SCIENCES INC	$185,000	–	2,961	+100.0%	0.23%	–
HBAN	New	HUNTINGTON BANCSHARES INC	$173,000	–	14,475	+100.0%	0.21%	–
SGOL	New	ABERDEEN STD GOLD ETF TRphyscl swiss gld	$167,000	–	1,350	+100.0%	0.21%	–
IJK	New	ISHARES TRs&p mc 400gr etf	$164,000	–	860	+100.0%	0.20%	–
EWT	New	ISHARES INCmsci taiwan etf	$162,000	–	5,137	+100.0%	0.20%	–
VOT	New	VANGUARD INDEX FDSmcap gr idxvip	$162,000	–	1,350	+100.0%	0.20%	–
IWC	New	ISHARES TRmicro-cap etf	$158,000	–	1,920	+100.0%	0.20%	–
IJJ	New	ISHARES TRs&p mc 400vl etf	$150,000	–	1,085	+100.0%	0.19%	–
BX	New	BLACKSTONE GROUP L P	$149,000	–	5,000	+100.0%	0.18%	–
NVS	New	NOVARTIS A Gsponsored adr	$147,000	–	1,716	+100.0%	0.18%	–
VBK	New	VANGUARD INDEX FDSsml cp grw etf	$146,000	–	970	+100.0%	0.18%	–
PPG	New	PPG INDS INC	$144,000	–	1,405	+100.0%	0.18%	–
CELG	New	CELGENE CORP	$144,000	–	2,250	+100.0%	0.18%	–
XLK	New	SELECT SECTOR SPDR TRtechnology	$124,000	–	2,000	+100.0%	0.15%	–
EWY	New	ISHARES INCmsci sth kor etf	$124,000	–	2,110	+100.0%	0.15%	–
TIP	New	ISHARES TRtips bd etf	$120,000	–	1,095	+100.0%	0.15%	–
EWU	New	ISHARES TRmsci uk etf new	$117,000	–	4,000	+100.0%	0.14%	–
BSX	New	BOSTON SCIENTIFIC CORP	$115,000	–	3,267	+100.0%	0.14%	–
MRO	New	MARATHON OIL CORP	$111,000	–	7,750	+100.0%	0.14%	–
MRK	New	MERCK & CO INC	$110,000	–	1,436	+100.0%	0.14%	–
EWJ	New	ISHARES INCmsci jpn etf new	$110,000	–	2,162	+100.0%	0.14%	–
VOE	New	VANGUARD INDEX FDSmcap vl idxvip	$103,000	–	1,085	+100.0%	0.13%	–
YUM	New	YUM BRANDS INC	$102,000	–	1,108	+100.0%	0.13%	–
INTU	New	INTUIT	$99,000	–	505	+100.0%	0.12%	–
FITB	New	FIFTH THIRD BANCORP	$97,000	–	4,125	+100.0%	0.12%	–
BA	New	BOEING CO	$95,000	–	294	+100.0%	0.12%	–
AXP	New	AMERICAN EXPRESS CO	$95,000	–	1,000	+100.0%	0.12%	–
VBR	New	VANGUARD INDEX FDSsm cp val etf	$95,000	–	832	+100.0%	0.12%	–
IVE	New	ISHARES TRs&p 500 val etf	$95,000	–	944	+100.0%	0.12%	–
RDSA	New	ROYAL DUTCH SHELL PLCspons adr a	$93,000	–	1,600	+100.0%	0.12%	–
ICE	New	INTERCONTINENTAL EXCHANGE IN	$92,000	–	1,225	+100.0%	0.11%	–
EFV	New	ISHARES TReafe value etf	$92,000	–	2,025	+100.0%	0.11%	–
SLB	New	SCHLUMBERGER LTD	$87,000	–	2,420	+100.0%	0.11%	–
EQR	New	EQUITY RESIDENTIALsh ben int	$78,000	–	1,180	+100.0%	0.10%	–
FDX	New	FEDEX CORP	$76,000	–	470	+100.0%	0.09%	–
EZA	New	ISHARES INCmsci sth afr etf	$76,000	–	1,500	+100.0%	0.09%	–
AVB	New	AVALONBAY CMNTYS INC	$70,000	–	400	+100.0%	0.09%	–
ING	New	ING GROEP N Vsponsored adr	$69,000	–	6,500	+100.0%	0.08%	–
VOO	New	VANGUARD INDEX FDS	$68,000	–	297	+100.0%	0.08%	–
SWKS	New	SKYWORKS SOLUTIONS INC	$65,000	–	975	+100.0%	0.08%	–
IJH	New	ISHARES TRcore s&p mcp etf	$62,000	–	371	+100.0%	0.08%	–
SCHB	New	SCHWAB STRATEGIC TRus brd mkt etf	$61,000	–	1,025	+100.0%	0.08%	–
VPL	New	VANGUARD INTL EQUITY INDEX Fftse pacific etf	$52,000	–	860	+100.0%	0.06%	–
EWL	New	ISHARES INCmsci switzerland	$52,000	–	1,650	+100.0%	0.06%	–
KHC	New	KRAFT HEINZ CO	$46,000	–	1,075	+100.0%	0.06%	–
AMG	New	AFFILIATED MANAGERS GROUP	$44,000	–	452	+100.0%	0.05%	–
APC	New	ANADARKO PETE CORP	$43,000	–	975	+100.0%	0.05%	–
HPQ	New	HP INC	$39,000	–	1,897	+100.0%	0.05%	–
NWSA	New	NEWS CORP NEWcl a	$37,000	–	3,288	+100.0%	0.05%	–
USMV	New	ISHARES TRmin vol usa etf	$36,000	–	679	+100.0%	0.04%	–
EXPE	New	EXPEDIA GROUP INC	$35,000	–	315	+100.0%	0.04%	–
GUNR	New	FLEXSHARES TRmornstar upstr	$35,000	–	1,182	+100.0%	0.04%	–
VTEB	New	VANGUARD MUN BD FD INCtax exempt bd	$33,000	–	639	+100.0%	0.04%	–
CGW	New	INVESCO EXCHNG TRADED FD TRs&p gbl water	$32,000	–	1,025	+100.0%	0.04%	–
TDTT	New	FLEXSHARES TRiboxx 3r targt	$31,000	–	1,318	+100.0%	0.04%	–
DVY	New	ISHARES TRselect divid etf	$31,000	–	350	+100.0%	0.04%	–
XRX	New	XEROX CORP	$30,000	–	1,500	+100.0%	0.04%	–
SPGI	New	S&P GLOBAL INC	$30,000	–	175	+100.0%	0.04%	–
SU	New	SUNCOR ENERGY INC NEW	$27,000	–	970	+100.0%	0.03%	–
NXPI	New	NXP SEMICONDUCTORS N V	$26,000	–	360	+100.0%	0.03%	–
HPE	New	HEWLETT PACKARD ENTERPRISE C	$25,000	–	1,897	+100.0%	0.03%	–
MA	New	MASTERCARD INCORPORATEDcl a	$24,000	–	129	+100.0%	0.03%	–
CII	New	BLACKROCK ENH CAP & INC FD I	$22,000	–	1,554	+100.0%	0.03%	–
MFC	New	MANULIFE FINL CORP	$21,000	–	1,460	+100.0%	0.03%	–
XBI	New	SPDR SERIES TRUSTs&p biotech	$21,000	–	297	+100.0%	0.03%	–
REZI	New	RESIDEO TECHNOLOGIES INC	$21,000	–	1,003	+100.0%	0.03%	–
NFLX	New	NETFLIX INC	$19,000	–	71	+100.0%	0.02%	–
EMLC	New	VANECK VECTORS ETF TRjp morgan mkts	$19,000	–	570	+100.0%	0.02%	–
CC	New	CHEMOURS CO	$17,000	–	600	+100.0%	0.02%	–
SCHE	New	SCHWAB STRATEGIC TRemrg mkteq etf	$17,000	–	740	+100.0%	0.02%	–
EIDO	New	ISHARES TRmsci indonia etf	$17,000	–	700	+100.0%	0.02%	–
BMY	New	BRISTOL MYERS SQUIBB CO	$16,000	–	300	+100.0%	0.02%	–
BMO	New	BANK MONTREAL QUE	$16,000	–	251	+100.0%	0.02%	–
ADBE	New	ADOBE INC	$15,000	–	66	+100.0%	0.02%	–
CNDT	New	CONDUENT INC	$13,000	–	1,200	+100.0%	0.02%	–
CUT	New	INVESCO EXCHNG TRADED FD TRmsci gbl timbr	$13,000	–	539	+100.0%	0.02%	–
VSS	New	VANGUARD INTL EQUITY INDEX Fftse smcap etf	$13,000	–	140	+100.0%	0.02%	–
IWB	New	ISHARES TRrus 1000 etf	$12,000	–	86	+100.0%	0.02%	–
SCHX	New	SCHWAB STRATEGIC TRus lrg cap etf	$12,000	–	200	+100.0%	0.02%	–
BKLN	New	INVESCO EXCHNG TRADED FD TRsr ln etf	$12,000	–	566	+100.0%	0.02%	–
EWC	New	ISHARES INCmsci cda etf	$10,000	–	400	+100.0%	0.01%	–
SPR	New	SPIRIT AEROSYSTEMS HLDGS INC	$9,000	–	125	+100.0%	0.01%	–
DFS	New	DISCOVER FINL SVCS	$9,000	–	150	+100.0%	0.01%	–
DXC	New	DXC TECHNOLOGY CO	$9,000	–	162	+100.0%	0.01%	–
VXUS	New	VANGUARD STAR FDvg tl intl stk f	$8,000	–	180	+100.0%	0.01%	–
COF	New	CAPITAL ONE FINL CORP	$8,000	–	110	+100.0%	0.01%	–
EEM	New	ISHARES TRmsci emg mkt etf	$8,000	–	210	+100.0%	0.01%	–
EPOL	New	ISHARES TRmsci poland etf	$8,000	–	350	+100.0%	0.01%	–
LLY	New	LILLY ELI & CO	$8,000	–	65	+100.0%	0.01%	–
GTX	New	GARRETT MOTION INC	$7,000	–	554	+100.0%	0.01%	–
VB	New	VANGUARD INDEX FDSsmall cp etf	$6,000	–	47	+100.0%	0.01%	–
CTSH	New	COGNIZANT TECHNOLOGY SOLUTIOcl a	$6,000	–	90	+100.0%	0.01%	–
VO	New	VANGUARD INDEX FDSmid cap etf	$6,000	–	47	+100.0%	0.01%	–
PJT	New	PJT PARTNERS INC	$5,000	–	125	+100.0%	0.01%	–
BIV	New	VANGUARD BD INDEX FD INCintermed term	$4,000	–	50	+100.0%	0.01%	–
E	New	ENI S P Asponsored adr	$4,000	–	138	+100.0%	0.01%	–
BSV	New	VANGUARD BD INDEX FD INCshort trm bond	$4,000	–	50	+100.0%	0.01%	–
SCHV	New	SCHWAB STRATEGIC TRus lcap va etf	$2,000	–	50	+100.0%	0.00%	–
AIGWS	New	AMERICAN INTL GROUP INC*w exp 01/19/202	$1,000	–	106	+100.0%	0.00%	–
PRSP	New	PERSPECTA INC	$1,000	–	81	+100.0%	0.00%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2019-01-25

Signatures

The EDGAR filing(s) were signed by:

Joe Burvee — Chief Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
WEST BANCORPORATION INC	20	Q3 2023	12.5%
MICROSOFT CORP	20	Q3 2023	2.2%
APPLE INC	20	Q3 2023	2.1%
ISHARES TR	20	Q3 2023	1.7%
ISHARES TR	20	Q3 2023	1.8%
VANGUARD STAR FDS	20	Q3 2023	2.3%
ISHARES TR	20	Q3 2023	1.5%
HONEYWELL INTL INC	20	Q3 2023	1.2%
HOME DEPOT INC	20	Q3 2023	1.3%
LOWES COS INC	20	Q3 2023	1.3%

View Legacy Bridge, LLC's complete holdings history.

Latest filings

Type	Filed
13F-HR	2024-04-25
13F-HR	2024-01-17
13F-HR	2023-10-11
13F-HR	2023-07-11
13F-HR	2023-04-24
13F-HR	2023-01-11
13F-HR	2022-11-02
13F-HR	2022-07-21
13F-HR	2022-04-28
13F-HR	2022-01-18

View Legacy Bridge, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Export Legacy Bridge, LLC's holdings