$203 Million is the total value of Legacy Financial Strategies, LLC's 63 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SYK | Exit | STRYKER CORPORATION | $0 | – | -765 | -100.0% | -0.09% | – |
DE | Exit | DEERE & CO | $0 | – | -507 | -100.0% | -0.09% | – |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -778 | -100.0% | -0.09% | – |
BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -3,468 | -100.0% | -0.15% | – |
BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -53,439 | -100.0% | -0.64% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -14,477 | -100.0% | -0.68% | – |
SYY | Exit | SYSCO CORP | $0 | – | -23,040 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-09
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.