$112 Million is the total value of Legacy Financial Strategies, LLC's 61 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FHLC | New | FIDELITYmsci hlth care i | $1,193,000 | – | 26,600 | +100.0% | 1.06% | – |
| AGG | New | ISHARES TRcore us aggbd et | $541,000 | – | 4,810 | +100.0% | 0.48% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $513,000 | – | 4,748 | +100.0% | 0.46% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $463,000 | – | 17,555 | +100.0% | 0.41% | – |
| MUB | New | ISHARES TRnational mun etf | $349,000 | – | 3,070 | +100.0% | 0.31% | – |
| AMZN | New | AMAZON COM INC | $249,000 | – | 140 | +100.0% | 0.22% | – |
| PG | New | PROCTER AND GAMBLE CO | $223,000 | – | 1,810 | +100.0% | 0.20% | – |
| T | New | AT&T INC | $213,000 | – | 5,533 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 18.7% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 16.7% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 10.2% |
| ISHARES TR | 24 | Q3 2023 | 9.9% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 7.1% |
| APPLE INC | 24 | Q3 2023 | 1.7% |
| CINTAS CORP | 24 | Q3 2023 | 1.0% |
| LOWES COS INC | 24 | Q3 2023 | 1.0% |
| ISHARES TR | 24 | Q3 2023 | 1.7% |
| ABBVIE INC | 24 | Q3 2023 | 1.0% |
View Legacy Financial Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
View Legacy Financial Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.