$209 Million is the total value of Legacy Financial Strategies, LLC's 62 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
T | Exit | AT&T INC | $0 | – | -9,342 | -100.0% | -0.15% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -6,108 | -100.0% | -0.72% | – |
SYY | Exit | SYSCO CORP | $0 | – | -18,939 | -100.0% | -0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
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.