Legacy Financial Strategies, LLC holdings history

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190 is the total number of securities Legacy Financial Strategies, LLC has owned. The longest Legacy Financial Strategies, LLC has owned a single stock is 24 quarters.

Legacy Financial Strategies, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHB SCHWAB STRATEGIC TR24240.51%11.06%18.70%Q4 2017Q3 202324
SCHG SCHWAB STRATEGIC TR24240.30%9.19%16.70%Q4 2017Q3 202324
VTI VANGUARD INDEX FDS24243.65%6.32%10.23%Q4 2017Q3 202324
IJR ISHARES TR24243.50%5.54%9.88%Q4 2017Q3 202324
BRKB BERKSHIRE HATHAWAY INC...24241.09%2.34%7.08%Q4 2017Q3 202324
AAPL APPLE INC24240.58%1.21%1.72%Q4 2017Q3 202324
CTAS CINTAS CORP24240.29%0.73%1.00%Q4 2017Q3 202324
LOW LOWES COS INC24240.39%0.72%1.00%Q4 2017Q3 202324
IUSV ISHARES TR24240.29%0.70%1.70%Q4 2017Q3 202324
ABBV ABBVIE INC24240.47%0.67%1.05%Q4 2017Q3 202324
SHW SHERWIN WILLIAMS CO24240.29%0.66%0.90%Q4 2017Q3 202324
ITW ILLINOIS TOOL WKS INC24240.35%0.66%0.91%Q4 2017Q3 202324
TROW PRICE T ROWE GROUP INC24240.33%0.63%0.81%Q4 2017Q3 202324
HON HONEYWELL INTL INC24240.30%0.55%0.76%Q4 2017Q3 202324
NOBL PROSHARES TR24240.23%0.39%0.81%Q4 2017Q3 202324
SPH SUBURBAN PROPANE PARTN...24240.10%0.27%0.50%Q4 2017Q3 202324
JNJ JOHNSON & JOHNSON24240.13%0.24%0.48%Q4 2017Q3 202324
SPGI S&P GLOBAL INC23230.38%0.69%0.87%Q1 2018Q3 202323
CEQP CRESTWOOD EQUITY PARTN...23230.05%0.22%0.41%Q4 2017Q2 202323
AOS SMITH A O CORP22220.31%0.66%0.90%Q2 2018Q3 202322
HRL HORMEL FOODS CORP22220.30%0.61%0.84%Q4 2017Q1 202322
MMD MAINSTAY MACKAY DEFINE...22220.13%0.46%0.70%Q2 2018Q3 202322
MINT PIMCO ETF TR21210.09%3.86%19.27%Q2 2018Q2 202321
IGM ISHARES TR21210.48%3.19%5.39%Q3 2018Q3 202321
SPY SPDR S&P 500 ETF TR21210.83%1.10%1.50%Q3 2018Q3 202321
MUB ISHARES TR1740.21%1.09%2.01%Q4 2017Q3 202321
APD AIR PRODS & CHEMS INC21210.53%0.72%0.97%Q3 2018Q3 202321
ROP ROPER TECHNOLOGIES INC21210.53%0.71%0.90%Q3 2018Q3 202321
MSFT MICROSOFT CORP1830.20%0.44%0.82%Q4 2017Q3 202321
ORLY O REILLY AUTOMOTIVE IN...21210.11%0.33%0.52%Q3 2018Q3 202321
MNA INDEXIQ ETF TR21210.14%0.32%0.55%Q3 2018Q3 202321
SCHD SCHWAB STRATEGIC TR20205.70%17.09%24.90%Q4 2018Q3 202320
IEMG ISHARES INC1910.07%0.83%2.86%Q4 2017Q2 202320
ABT ABBOTT LABS1460.32%0.65%0.82%Q4 2017Q3 202320
GD GENERAL DYNAMICS CORP20200.32%0.63%0.97%Q1 2018Q4 202220
PEP PEPSICO INC1730.08%0.51%0.98%Q4 2017Q2 202320
JPM JPMORGAN CHASE & CO1230.10%0.18%0.33%Q4 2017Q3 202320
VEA VANGUARD TAX-MANAGED I...19191.19%6.31%11.51%Q4 2017Q2 202219
AGG ISHARES TR1720.29%5.40%11.44%Q4 2017Q3 202319
ADP AUTOMATIC DATA PROCESS...18180.54%0.78%0.99%Q2 2019Q3 202318
MDT MEDTRONIC PLC18180.26%0.59%0.75%Q4 2017Q1 202218
BEN FRANKLIN RESOURCES INC18180.28%0.55%0.76%Q4 2017Q1 202218
FHLC FIDELITY COVINGTON TRUST17170.87%1.03%1.13%Q3 2019Q3 202317
MKC MCCORMICK & CO INC17170.58%0.70%0.81%Q2 2019Q2 202317
GUNR FLEXSHARES TR16160.17%2.55%7.17%Q4 2017Q3 202116
KSU KANSAS CITY SOUTHERN16160.38%0.45%0.55%Q4 2017Q3 202116
AMZN AMAZON COM INC1420.13%0.23%0.39%Q3 2019Q3 202316
TGT TARGET CORP950.40%0.65%0.87%Q4 2017Q3 202314
IOO ISHARES TR14140.16%0.20%0.27%Q2 2020Q3 202314
RIG TRANSOCEAN LTD14140.01%0.02%0.03%Q2 2020Q3 202314
DGRO ISHARES TR13133.09%5.39%8.07%Q3 2020Q3 202313
XLF SELECT SECTOR SPDR TR940.11%1.10%2.67%Q4 2017Q3 202113
ATO ATMOS ENERGY CORP13130.48%0.70%0.91%Q3 2020Q3 202313
VFC V F CORP13130.32%0.57%0.76%Q4 2017Q4 202013
TSLA TESLA INC13130.10%0.21%0.30%Q3 2020Q3 202313
GOOGL ALPHABET INC1110.12%0.14%0.19%Q2 2018Q3 202312
BND VANGUARD BD INDEX FDS830.23%2.24%10.47%Q4 2017Q3 202311
NEE NEXTERA ENERGY INC11110.51%0.70%0.85%Q1 2021Q3 202311
BOND PIMCO ETF TR11110.15%0.26%0.46%Q3 2019Q1 202211
NKE NIKE INC740.07%0.10%0.12%Q4 2020Q3 202311
AFL AFLAC INC10100.70%0.84%1.08%Q2 2021Q3 202310
ECL ECOLAB INC10100.26%0.59%0.80%Q4 2017Q1 202010
MMM 3M CO10100.40%0.55%0.72%Q4 2017Q1 202010
NDP TORTOISE ENERGY INDEPE...10100.06%0.36%0.54%Q4 2017Q1 202010
MCD MCDONALDS CORP330.64%0.78%0.96%Q3 2020Q3 20239
VOO VANGUARD INDEX FDS720.56%0.67%0.88%Q1 2018Q3 20239
XOM EXXON MOBIL CORP990.21%0.39%0.83%Q4 2017Q4 20199
NVDA NVIDIA CORPORATION990.10%0.20%0.46%Q3 2021Q3 20239
PG PROCTER AND GAMBLE CO510.07%0.13%0.20%Q3 2019Q2 20239
FGPRQ FERRELLGAS PARTNERS L.P.990.01%0.03%0.06%Q4 2017Q4 20199
PPG PPG INDS INC530.64%0.75%0.84%Q2 2019Q3 20218
VIG VANGUARD SPECIALIZED F...530.21%0.40%0.69%Q4 2017Q3 20238
TYG TORTOISE ENERGY INFRA ...880.18%0.28%0.36%Q4 2017Q3 20198
SPHB INVESCO EXCH TRADED FD...530.11%0.17%0.22%Q2 2021Q3 20238
PFF ISHARES TR710.07%0.11%0.19%Q2 2018Q3 20238
XLV SELECT SECTOR SPDR TR520.40%2.47%3.67%Q4 2017Q3 20237
ADM ARCHER DANIELS MIDLAND CO610.33%0.51%0.68%Q4 2017Q1 20207
SCHE SCHWAB STRATEGIC TR610.37%0.42%0.46%Q1 2018Q4 20207
IGV ISHARES TR520.08%0.21%0.60%Q4 2019Q3 20237
EXPD EXPEDITORS INTL WASH INC510.73%0.84%0.93%Q2 2020Q3 20236
BRO BROWN & BROWN INC660.71%0.81%0.94%Q2 2022Q3 20236
SYY SYSCO CORP420.55%0.72%0.80%Q2 2020Q1 20226
CAH CARDINAL HEALTH INC660.25%0.40%0.59%Q4 2017Q1 20196
CP CANADIAN PAC RY LTD660.30%0.34%0.37%Q4 2021Q1 20236
T AT&T INC310.15%0.23%0.35%Q4 2017Q1 20216
QQQ INVESCO QQQ TR510.18%0.20%0.22%Q2 2018Q1 20206
ASML ASML HOLDING N V420.08%0.12%0.21%Q1 2022Q3 20236
LLY LILLY ELI & CO660.09%0.10%0.13%Q2 2022Q3 20236
AMID AMERICAN MIDSTREAM PAR...550.16%0.38%0.52%Q4 2017Q4 20185
ILCG ISHARES TR550.15%0.31%0.78%Q4 2019Q4 20205
MDY SPDR S&P MIDCAP 400 ET...550.08%0.10%0.11%Q3 2022Q3 20235
AXP AMERICAN EXPRESS CO550.08%0.09%0.10%Q3 2022Q3 20235
CAT CATERPILLAR INC DEL220.70%0.74%0.78%Q3 2020Q3 20234
VCSH VANGUARD SCOTTSDALE FDS440.23%0.45%0.64%Q4 2017Q3 20184
BBK BLACKROCK MUNICIPAL BO...310.16%0.34%0.49%Q4 2017Q4 20194
SUB ISHARES TR440.11%0.20%0.29%Q4 2022Q3 20234
UAA UNDER ARMOUR INC210.16%0.19%0.22%Q2 2018Q4 20194
EXAS EXACT SCIENCES CORP310.11%0.14%0.20%Q2 2019Q2 20214
MMIT INDEXIQ ACTIVE ETF TR440.08%0.13%0.20%Q4 2022Q3 20234
HYG ISHARES TR440.10%0.10%0.10%Q4 2022Q3 20234
SYK STRYKER CORPORATION310.08%0.09%0.10%Q3 2021Q1 20234
DE DEERE & CO310.07%0.08%0.09%Q1 2022Q2 20234
VGT VANGUARD WORLD FDS330.76%0.92%1.10%Q4 2017Q2 20183
LIN LINDE PLC330.85%0.90%0.94%Q2 2022Q4 20223
VUG VANGUARD INDEX FDS330.73%0.85%1.03%Q4 2017Q2 20183
TDIV FIRST TR EXCHANGE TRAD...330.62%0.74%0.81%Q4 2017Q2 20183
NDSN NORDSON CORP330.66%0.71%0.77%Q1 2023Q3 20233
VCR VANGUARD WORLD FDS330.44%0.64%0.83%Q4 2017Q2 20183
GAL SSGA ACTIVE ETF TR330.53%0.55%0.59%Q4 2017Q2 20183
XLK SELECT SECTOR SPDR TR330.41%0.53%0.73%Q4 2017Q2 20183
VO VANGUARD INDEX FDS330.39%0.49%0.54%Q4 2017Q2 20183
TIP ISHARES TR330.41%0.46%0.52%Q4 2017Q2 20183
MDYG SPDR SERIES TRUST330.44%0.46%0.47%Q4 2017Q2 20183
VIOO VANGUARD ADMIRAL FDS INC330.38%0.43%0.51%Q4 2017Q2 20183
GWW GRAINGER W W INC330.34%0.43%0.48%Q4 2017Q2 20183
VFH VANGUARD WORLD FDS330.40%0.42%0.44%Q4 2017Q2 20183
VBR VANGUARD INDEX FDS330.38%0.41%0.42%Q4 2017Q2 20183
QAI INDEXIQ ETF TR330.33%0.35%0.37%Q3 2018Q1 20193
SCHA SCHWAB STRATEGIC TR330.31%0.35%0.39%Q4 2017Q2 20183
IEF ISHARES TR330.20%0.29%0.36%Q2 2020Q4 20203
NBH NEUBERGER BERMAN INTER...330.25%0.27%0.28%Q4 2017Q2 20183
WFC WELLS FARGO CO NEW330.20%0.23%0.28%Q4 2017Q2 20183
BSV VANGUARD BD INDEX FD INC330.21%0.22%0.24%Q4 2017Q2 20183
VV VANGUARD INDEX FDS330.21%0.21%0.22%Q4 2017Q2 20183
EEP ENBRIDGE ENERGY PARTNE...330.15%0.18%0.21%Q1 2018Q3 20183
TMUS T-MOBILE US INC210.09%0.09%0.10%Q4 2022Q3 20233
AOR ISHARES TR222.18%3.18%4.18%Q4 2017Q1 20182
AOA ISHARES TR221.44%2.12%2.79%Q4 2017Q1 20182
PPA POWERSHARES ETF TRUST221.30%1.36%1.42%Q4 2017Q1 20182
RYT RYDEX ETF TRUST220.72%0.76%0.80%Q4 2017Q1 20182
RCD RYDEX ETF TRUST220.51%0.54%0.58%Q4 2017Q1 20182
VIS VANGUARD WORLD FDS220.37%0.52%0.67%Q4 2017Q1 20182
VHT VANGUARD WORLD FDS220.45%0.47%0.49%Q4 2017Q1 20182
RYH RYDEX ETF TRUST220.39%0.45%0.51%Q4 2017Q1 20182
RSP RYDEX ETF TRUST220.34%0.43%0.52%Q4 2017Q1 20182
RYF RYDEX ETF TRUST220.35%0.41%0.48%Q4 2017Q1 20182
BDX BECTON DICKINSON & CO220.38%0.40%0.43%Q1 2018Q2 20182
VTWG VANGUARD SCOTTSDALE FDS220.30%0.40%0.49%Q1 2018Q2 20182
RGI RYDEX ETF TRUST220.28%0.36%0.44%Q4 2017Q1 20182
SLYG SPDR SERIES TRUST220.21%0.34%0.46%Q1 2018Q2 20182
PNR PENTAIR PLC220.30%0.33%0.37%Q4 2017Q1 20182
CANADIAN PACIFIC KANSA...220.25%0.27%0.28%Q2 2023Q3 20232
PXF POWERSHARES ETF TR II220.21%0.22%0.22%Q4 2017Q1 20182
DSL DOUBLELINE INCOME SOLU...220.20%0.21%0.21%Q1 2018Q2 20182
IWS ISHARES TR220.07%0.07%0.08%Q2 2023Q3 20232
ARI APOLLO COML REAL EST F...220.04%0.04%0.04%Q2 2023Q3 20232
AMC AMC ENTMT HLDGS INC220.02%0.02%0.02%Q1 2023Q2 20232
AGGE INDEXIQ ETF TR113.16%3.16%3.16%Q4 2017Q4 20171
SRLN SSGA ACTIVE ETF TR112.91%2.91%2.91%Q4 2017Q4 20171
EMB ISHARES TR111.98%1.98%1.98%Q4 2017Q4 20171
PPA INVESCO EXCHANGE TRADE...111.15%1.15%1.15%Q2 2018Q2 20181
LINDE PLC110.81%0.81%0.81%Q3 2023Q3 20231
VDE VANGUARD WORLD FDS110.73%0.73%0.73%Q2 2018Q2 20181
RYT INVESCO EXCHANGE TRADE...110.69%0.69%0.69%Q2 2018Q2 20181
RCD INVESCO EXCHANGE TRADE...110.49%0.49%0.49%Q2 2018Q2 20181
VCIT VANGUARD SCOTTSDALE FDS110.44%0.44%0.44%Q4 2017Q4 20171
RTM RYDEX ETF TRUST110.43%0.43%0.43%Q4 2017Q4 20171
VDC VANGUARD WORLD FDS110.42%0.42%0.42%Q4 2017Q4 20171
RYE INVESCO EXCHANGE TRADE...110.41%0.41%0.41%Q2 2018Q2 20181
IBB ISHARES TR110.39%0.39%0.39%Q4 2017Q4 20171
IMCG ISHARES TR110.39%0.39%0.39%Q4 2019Q4 20191
KO COCA COLA CO110.38%0.38%0.38%Q4 2017Q4 20171
SLYV SPDR SERIES TRUST110.33%0.33%0.33%Q4 2017Q4 20171
PSCH INVESCO EXCHNG TRADED ...110.32%0.32%0.32%Q4 2019Q4 20191
RSP INVESCO EXCHANGE TRADE...110.30%0.30%0.30%Q2 2018Q2 20181
IVV ISHARES TR110.30%0.30%0.30%Q3 2018Q3 20181
RYF INVESCO EXCHANGE TRADE...110.29%0.29%0.29%Q2 2018Q2 20181
WBA WALGREENS BOOTS ALLIAN...110.28%0.28%0.28%Q4 2017Q4 20171
VWO VANGUARD INTL EQUITY I...110.28%0.28%0.28%Q1 2018Q1 20181
FRT FEDERAL REALTY INVT TR110.27%0.27%0.27%Q4 2017Q4 20171
VPU VANGUARD WORLD FDS110.26%0.26%0.26%Q2 2018Q2 20181
VZ VERIZON COMMUNICATIONS...110.24%0.24%0.24%Q4 2017Q4 20171
MO ALTRIA GROUP INC110.24%0.24%0.24%Q4 2017Q4 20171
VGK VANGUARD INTL EQUITY I...110.23%0.23%0.23%Q4 2017Q4 20171
AOK ISHARES TR110.22%0.22%0.22%Q1 2018Q1 20181
CWB SPDR SERIES TRUST110.22%0.22%0.22%Q4 2017Q4 20171
LMT LOCKHEED MARTIN CORP110.22%0.22%0.22%Q4 2017Q4 20171
XLP SELECT SECTOR SPDR TR110.21%0.21%0.21%Q2 2022Q2 20221
ENB ENBRIDGE INC110.21%0.21%0.21%Q4 2018Q4 20181
PXF INVESCO EXCHNG TRADED ...110.20%0.20%0.20%Q2 2018Q2 20181
C CITIGROUP INC110.19%0.19%0.19%Q2 2019Q2 20191
IVW ISHARES TR110.19%0.19%0.19%Q2 2018Q2 20181
BSCL INVESCO EXCH TRD SLF I...110.18%0.18%0.18%Q2 2018Q2 20181
IWM ISHARES TR110.11%0.11%0.11%Q4 2022Q4 20221
ET ENERGY TRANSFER L P110.10%0.10%0.10%Q3 2023Q3 20231
IWF ISHARES TR110.09%0.09%0.09%Q1 2022Q1 20221
J P MORGAN EXCHANGE TR...110.08%0.08%0.08%Q3 2023Q3 20231
HYMB SPDR SER TR110.07%0.07%0.07%Q2 2023Q2 20231
TSM TAIWAN SEMICONDUCTOR M...110.07%0.07%0.07%Q2 2023Q2 20231
EOT EATON VANCE NATL MUN O...110.06%0.06%0.06%Q3 2023Q3 20231
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Legacy Financial Strategies, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Legacy Financial Strategies, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Legacy Financial Strategies, LLC owns currently or has owned in the past.