$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KSU | KANSAS CITY SOUTHERN | $599,000 | +6.6% | 3,914 | 0.0% | 0.48% | -3.4% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $479,000 | -8.6% | 21,900 | 0.0% | 0.39% | -17.0% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $370,000 | -11.5% | 12,000 | 0.0% | 0.30% | -19.6% | |
| JNJ | JOHNSON & JOHNSON | $344,000 | +12.8% | 2,362 | 0.0% | 0.28% | +2.6% | |
| XOM | EXXON MOBIL CORP | $255,000 | +1.6% | 3,655 | 0.0% | 0.21% | -7.6% | |
| FGPRQ | FERRELLGAS PARTNERS L.P.unit ltd part | $7,000 | -30.0% | 20,000 | 0.0% | 0.01% | -33.3% |
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.