$231 Million is the total value of Legacy Financial Strategies, LLC's 63 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,726,000 | +9.5% | 9,118 | 0.0% | 1.18% | +0.6% | |
| IUSV | ISHARES TRcore s&p us vlu | $1,561,000 | +7.7% | 20,451 | 0.0% | 0.68% | -1.0% | |
| HON | HONEYWELL INTL INC | $1,361,000 | -1.8% | 6,527 | 0.0% | 0.59% | -9.8% | |
| IOO | ISHARES TRglobal 100 etf | $508,000 | +9.5% | 6,518 | 0.0% | 0.22% | +0.9% | |
| JNJ | JOHNSON & JOHNSON | $384,000 | +5.8% | 2,245 | 0.0% | 0.17% | -2.9% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $345,000 | -2.8% | 12,500 | 0.0% | 0.15% | -10.8% | |
| JPM | JPMORGAN CHASE & CO | $274,000 | -3.2% | 1,728 | 0.0% | 0.12% | -11.3% | |
| NKE | NIKE INCcl b | $260,000 | +15.0% | 1,559 | 0.0% | 0.11% | +5.7% | |
| SYK | STRYKER CORP | $205,000 | +1.5% | 765 | 0.0% | 0.09% | -6.3% | |
| RIG | TRANSOCEAN LTD | $31,000 | -26.2% | 11,205 | 0.0% | 0.01% | -35.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
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.