$124 Million is the total value of Legacy Financial Strategies, LLC's 66 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ILCG | New | ISHARES TRmrngstr lg-cp gr | $963,000 | – | 4,588 | +100.0% | 0.78% | – |
IGV | New | ISHARES TRexpanded tech | $738,000 | – | 3,166 | +100.0% | 0.60% | – |
IMCG | New | ISHARES TRmrgstr md cp grw | $482,000 | – | 1,833 | +100.0% | 0.39% | – |
PSCH | New | INVESCO EXCHNG TRADED FD TRs&p smlcp helt | $394,000 | – | 3,050 | +100.0% | 0.32% | – |
UAA | New | UNDER ARMOUR INCcl a | $205,000 | – | 9,501 | +100.0% | 0.16% | – |
BBK | New | BLACKROCK MUNICIPAL BOND TR | $197,000 | – | 12,722 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
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.