$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,541,000 | +8.8% | 9,143 | 0.0% | 1.22% | -1.5% | |
| KSU | KANSAS CITY SOUTHERN | $1,109,000 | +7.4% | 3,914 | 0.0% | 0.53% | -2.7% | |
| IOO | ISHARES TRglobal 100 etf | $463,000 | +7.7% | 6,518 | 0.0% | 0.22% | -2.2% | |
| JNJ | JOHNSON & JOHNSON | $402,000 | +0.2% | 2,438 | 0.0% | 0.19% | -9.0% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $375,000 | +7.4% | 12,500 | 0.0% | 0.18% | -2.7% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $344,000 | +3.6% | 22,400 | 0.0% | 0.16% | -6.2% | |
| JPM | JPMORGAN CHASE & CO | $268,000 | +2.3% | 1,720 | 0.0% | 0.13% | -7.9% | |
| GOOGL | ALPHABET INCcap stk cl a | $259,000 | +18.3% | 106 | 0.0% | 0.12% | +6.9% | |
| NKE | NIKE INCcl b | $241,000 | +16.4% | 1,559 | 0.0% | 0.12% | +5.5% | |
| PG | PROCTER AND GAMBLE CO | $234,000 | -0.4% | 1,734 | 0.0% | 0.11% | -9.7% | |
| EXAS | EXACT SCIENCES CORP | $230,000 | -5.7% | 1,850 | 0.0% | 0.11% | -14.7% |
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.