$105 Million is the total value of Legacy Financial Strategies, LLC's 55 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FGPRQ | Exit | FERRELLGAS PARTNERS L.P.unit ltd part | $0 | – | -20,000 | -100.0% | -0.01% | – |
| BBK | Exit | BLACKROCK MUNICIPAL BOND TR | $0 | – | -12,722 | -100.0% | -0.16% | – |
| UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -9,501 | -100.0% | -0.16% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,726 | -100.0% | -0.17% | – |
| T | Exit | AT&T INC | $0 | – | -5,558 | -100.0% | -0.18% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -128 | -100.0% | -0.19% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,655 | -100.0% | -0.21% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,697 | -100.0% | -0.30% | – |
| PSCH | Exit | INVESCO EXCHNG TRADED FD TRs&p smlcp helt | $0 | – | -3,050 | -100.0% | -0.32% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -1,833 | -100.0% | -0.39% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -18,055 | -100.0% | -0.45% | – |
| TGT | Exit | TARGET CORP | $0 | – | -8,368 | -100.0% | -0.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-04
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.