$189 Million is the total value of Legacy Financial Strategies, LLC's 63 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -820 | -100.0% | -0.15% | – |
| ILCG | Exit | ISHARES TRmrngstr lg-cp gr | $0 | – | -1,021 | -100.0% | -0.15% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -5,084 | -100.0% | -0.31% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -25,983 | -100.0% | -0.41% | – |
| VFC | Exit | V F CORP | $0 | – | -14,975 | -100.0% | -0.65% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -8,125 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 18.7% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 17.3% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 10.2% |
| ISHARES TR | 27 | Q2 2024 | 9.9% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 7.1% |
| APPLE INC | 27 | Q2 2024 | 1.7% |
| CINTAS CORP | 27 | Q2 2024 | 1.0% |
| LOWES COS INC | 27 | Q2 2024 | 1.0% |
| SHERWIN WILLIAMS CO | 27 | Q2 2024 | 0.9% |
| ABBVIE INC | 27 | Q2 2024 | 1.0% |
View Legacy Financial Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-14 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-10 |
| 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 |
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.