$311 Million is the total value of Legacy Financial Strategies, LLC's 73 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -11,607 | -100.0% | -0.02% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,080 | -100.0% | -0.07% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -2,032 | -100.0% | -0.07% | – |
| DE | Exit | DEERE & CO | $0 | – | -515 | -100.0% | -0.07% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -8,725 | -100.0% | -0.07% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,454 | -100.0% | -0.07% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,312 | -100.0% | -0.08% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -2,579 | -100.0% | -0.09% | – |
| CEQP | Exit | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $0 | – | -11,300 | -100.0% | -0.10% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -27,345 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.