My Legacy Advisors, LLC - Q3 2023 holdings

$246 Million is the total value of My Legacy Advisors, LLC's 199 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 16.7% .

 Value Shares↓ Weighting
SPLG BuySPDR SER TRportfolio s&p500$15,459,888
+41.6%
308,211
+49.3%
6.29%
+46.6%
AAPL SellAPPLE INC$8,196,834
-11.1%
46,716
-3.4%
3.33%
-8.0%
MSFT SellMICROSOFT CORP$7,461,101
-4.7%
22,519
-1.5%
3.03%
-1.4%
IUSB BuyISHARES TRcore total usd$7,418,941
+10.6%
174,154
+18.4%
3.02%
+14.5%
HYG BuyISHARES TRiboxx hi yd etf$7,056,835
-4.2%
98,312
+1.0%
2.87%
-0.8%
IVV BuyISHARES TRcore s&p500 etf$6,899,332
-0.3%
16,105
+5.2%
2.81%
+3.1%
SHYG BuyISHARES TR0-5yr hi yl cp$6,089,468
+4.6%
151,517
+8.5%
2.48%
+8.2%
QUAL SellISHARES TRmsci usa qlt fct$4,168,681
-10.7%
31,360
-7.9%
1.70%
-7.7%
EFV BuyISHARES TReafe value etf$3,995,957
+39.0%
83,843
+46.7%
1.62%
+43.8%
SCHZ BuySCHWAB STRATEGIC TRus aggregate b$3,791,884
+1.0%
87,999
+8.6%
1.54%
+4.5%
VTEB BuyVANGUARD MUN BD FDStax exempt bd$3,235,675
+1053.1%
68,292
+1123.7%
1.32%
+1096.4%
UNH BuyUNITEDHEALTH GROUP INC$3,207,876
+23.6%
6,034
+4.1%
1.30%
+27.9%
ESGU SellISHARES TResg awr msci usa$3,105,595
-28.5%
33,233
-24.2%
1.26%
-26.0%
OEF BuyISHARES TRs&p 100 etf$3,079,535
+106.8%
15,297
+115.3%
1.25%
+114.0%
AGGY BuyWISDOMTREE TRyield enhancd us$2,945,802
+1.6%
72,432
+8.4%
1.20%
+5.2%
MUB SellISHARES TRnational mun etf$2,910,049
-17.9%
28,784
-13.1%
1.18%
-15.1%
EFG SellISHARES TReafe grwth etf$2,834,504
-40.2%
33,716
-30.7%
1.15%
-38.1%
GOOGL BuyALPHABET INCcap stk cl a$2,745,358
+11.0%
19,930
+0.4%
1.12%
+14.8%
USMV SellISHARES TRmsci usa min vol$2,683,668
-16.7%
37,134
-14.3%
1.09%
-13.9%
AMZN SellAMAZON COM INC$2,546,686
-6.0%
19,834
-1.7%
1.04%
-2.7%
SRLN BuySSGA ACTIVE ETF TRblackstone senr$2,455,991
+4.5%
59,152
+5.4%
1.00%
+8.1%
EMB BuyISHARES TRjpmorgan usd emg$2,455,869
-2.3%
30,810
+7.2%
1.00%
+1.1%
SellPHILLIPS EDISON & CO INC$2,438,018
-7.0%
71,391
-7.8%
0.99%
-3.7%
MBB BuyISHARES TRmbs etf$2,349,337
-7.5%
27,375
+1.1%
0.96%
-4.3%
TFLO NewISHARES TRtrs flt rt bd$2,268,12744,772
+100.0%
0.92%
V SellVISA INC$2,137,959
-6.1%
9,144
-2.3%
0.87%
-2.9%
DTD BuyWISDOMTREE TRus total dividnd$2,125,012
-3.3%
35,542
+1.6%
0.86%
+0.1%
MA BuyMASTERCARD INCORPORATEDcl a$2,044,075
-1.9%
5,270
+1.3%
0.83%
+1.5%
COST BuyCOSTCO WHSL CORP NEW$2,004,593
+7.8%
3,544
+2.7%
0.82%
+11.5%
IYW SellISHARES TRu.s. tech etf$1,897,299
-18.3%
17,743
-14.9%
0.77%
-15.4%
HD SellHOME DEPOT INC$1,858,874
-10.1%
6,482
-1.4%
0.76%
-7.0%
CTAS BuyCINTAS CORP$1,842,332
+7.4%
3,664
+5.7%
0.75%
+11.1%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$1,839,940
-2.3%
5,433
-0.9%
0.75%
+1.1%
TLT BuyISHARES TR20 yr tr bd etf$1,836,816
+307.7%
22,192
+401.9%
0.75%
+322.0%
IEMG SellISHARES INCcore msci emkt$1,624,023
-31.2%
34,798
-24.4%
0.66%
-28.9%
ADBE SellADOBE INC$1,609,979
-12.7%
2,897
-18.7%
0.66%
-9.7%
SHY SellISHARES TR1 3 yr treas bd$1,577,002
-11.7%
19,515
-11.1%
0.64%
-8.7%
IQDG BuyWISDOMTREE TRintl qulty div$1,551,697
+1.7%
49,701
+14.4%
0.63%
+5.2%
JPM SellJPMORGAN CHASE & CO$1,539,553
-8.3%
10,596
-6.1%
0.63%
-5.2%
VTV SellVANGUARD INDEX FDSvalue etf$1,491,900
-6.2%
10,943
-1.4%
0.61%
-2.9%
TMUS BuyT-MOBILE US INC$1,485,088
+1.9%
10,774
+4.0%
0.60%
+5.4%
PEP SellPEPSICO INC$1,420,956
-14.7%
8,850
-0.4%
0.58%
-11.8%
VUG SellVANGUARD INDEX FDSgrowth etf$1,378,983
-8.4%
5,034
-3.4%
0.56%
-5.2%
TMO BuyTHERMO FISHER SCIENTIFIC INC$1,364,861
-9.1%
2,906
+1.9%
0.56%
-5.9%
IVW BuyISHARES TRs&p 500 grwt etf$1,357,303
+411.3%
19,751
+428.8%
0.55%
+430.8%
MCD SellMCDONALDS CORP$1,339,542
-13.8%
5,184
-1.5%
0.54%
-10.8%
HCA SellHCA HEALTHCARE INC$1,337,394
-26.5%
5,480
-10.9%
0.54%
-23.9%
TJX BuyTJX COS INC NEW$1,306,218
+7.7%
14,541
+1.8%
0.53%
+11.3%
CVX BuyCHEVRON CORP NEW$1,294,347
+7.4%
7,654
+0.1%
0.53%
+11.0%
USMF BuyWISDOMTREE TRus multifactor$1,272,122
+5.1%
33,276
+8.0%
0.52%
+8.6%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$1,256,725
-7.5%
17,117
-3.7%
0.51%
-4.3%
WMT BuyWALMART INC$1,255,131
+8.6%
7,807
+4.1%
0.51%
+12.3%
SBUX SellSTARBUCKS CORP$1,235,863
-17.0%
13,089
-10.7%
0.50%
-14.0%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$1,225,760
-4.3%
23,006
+4.5%
0.50%
-1.0%
FTSL SellFIRST TR EXCHANGE-TRADED FDsenior ln fd$1,222,806
-4.5%
26,728
-4.6%
0.50%
-1.2%
HIG BuyHARTFORD FINL SVCS GROUP INC$1,212,600
+1.8%
16,844
+2.6%
0.49%
+5.3%
TT BuyTRANE TECHNOLOGIES PLC$1,197,663
+2.9%
6,260
+5.2%
0.49%
+6.6%
ACN SellACCENTURE PLC IRELAND$1,189,948
-4.5%
3,928
-0.7%
0.48%
-1.2%
SUSL BuyISHARES TResg msci leadr$1,187,248
-2.9%
15,834
+2.0%
0.48%
+0.4%
PG SellPROCTER AND GAMBLE CO$1,186,334
-3.3%
8,002
-2.8%
0.48%0.0%
AEP BuyAMERICAN ELEC PWR CO INC$1,177,920
-7.3%
15,828
+8.8%
0.48%
-4.0%
GILD BuyGILEAD SCIENCES INC$1,173,146
+4.2%
14,956
+1.9%
0.48%
+7.7%
KO BuyCOCA COLA CO$1,132,437
-9.6%
20,836
+0.4%
0.46%
-6.3%
DUK BuyDUKE ENERGY CORP NEW$1,106,555
-1.2%
12,606
+5.0%
0.45%
+2.3%
WMB BuyWILLIAMS COS INC$1,102,657
+10.8%
31,000
+6.7%
0.45%
+14.6%
MET BuyMETLIFE INC$1,090,411
+7.3%
17,610
+2.5%
0.44%
+10.8%
ASML SellASML HOLDING N V$1,077,309
-22.8%
1,833
-1.3%
0.44%
-20.1%
ARCC BuyARES CAPITAL CORP$1,068,261
+2.2%
56,462
+4.3%
0.43%
+5.6%
MPC BuyMARATHON PETE CORP$1,039,618
+31.9%
6,802
+3.5%
0.42%
+36.5%
LMT SellLOCKHEED MARTIN CORP$1,035,809
-4.5%
2,306
-0.9%
0.42%
-1.2%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$1,031,797
+1.1%
10,096
+6.2%
0.42%
+4.7%
ROP BuyROPER TECHNOLOGIES INC$1,027,226
+4.6%
2,107
+2.7%
0.42%
+8.3%
T BuyAT&T INC$1,024,816
+23.9%
67,157
+22.8%
0.42%
+28.3%
NVDA BuyNVIDIA CORPORATION$1,019,365
+8.5%
2,421
+18.4%
0.42%
+12.5%
DIS BuyDISNEY WALT CO$1,012,320
+13.1%
12,160
+22.9%
0.41%
+17.0%
VYMI BuyVANGUARD WHITEHALL FDSintl high etf$1,006,192
-1.9%
16,590
+4.9%
0.41%
+1.5%
MRK BuyMERCK & CO INC$976,042
-3.2%
9,719
+2.4%
0.40%
+0.3%
CINF BuyCINCINNATI FINL CORP$963,887
+10.0%
9,551
+8.6%
0.39%
+14.0%
NXPI BuyNXP SEMICONDUCTORS N V$934,388
-3.0%
4,972
+11.7%
0.38%
+0.3%
GIS BuyGENERAL MLS INC$910,967
-13.5%
14,492
+2.9%
0.37%
-10.6%
EOG BuyEOG RES INC$898,846
+13.0%
6,598
+1.7%
0.37%
+16.9%
IVLU BuyISHARES TRmsci intl vlu ft$895,198
-5.4%
36,494
+0.9%
0.36%
-2.2%
IGSB SellISHARES TR$886,891
-11.8%
17,946
-10.1%
0.36%
-8.6%
DON BuyWISDOMTREE TRus midcap divid$882,844
+10.3%
22,071
+19.4%
0.36%
+14.0%
FITB BuyFIFTH THIRD BANCORP$870,107
-3.2%
34,916
+6.5%
0.35%
+0.3%
IP BuyINTERNATIONAL PAPER CO$865,545
+11.8%
25,264
+3.9%
0.35%
+15.8%
VZ BuyVERIZON COMMUNICATIONS INC$854,839
+20.7%
27,069
+32.3%
0.35%
+25.2%
BDX BuyBECTON DICKINSON & CO$852,259
+5.3%
3,310
+6.3%
0.35%
+9.1%
LYB BuyLYONDELLBASELL INDUSTRIES N$846,715
+7.1%
9,129
+7.0%
0.34%
+10.6%
ETR BuyENTERGY CORP NEW$840,050
-0.2%
8,997
+5.9%
0.34%
+3.3%
EMXC NewISHARES INCmsci emrg chn$816,19716,549
+100.0%
0.33%
WFHY SellWISDOMTREE TRus hgh yld corp$806,903
-5.7%
19,108
-0.0%
0.33%
-2.7%
EMR SellEMERSON ELEC CO$802,774
-23.6%
8,619
-24.2%
0.33%
-21.1%
SCHI NewSCHWAB STRATEGIC TR5 10yr corp bd$792,84319,357
+100.0%
0.32%
ZTS BuyZOETIS INCcl a$771,976
+0.8%
4,594
+2.6%
0.31%
+4.3%
PWR BuyQUANTA SVCS INC$760,680
-6.1%
4,508
+10.3%
0.31%
-2.8%
VTI SellVANGUARD INDEX FDStotal stk mkt$758,272
-21.0%
3,592
-16.1%
0.31%
-18.3%
CMCSA BuyCOMCAST CORP NEWcl a$754,285
+4.8%
17,513
+3.6%
0.31%
+8.5%
IEV BuyISHARES TReurope etf$746,693
+41.0%
15,996
+56.3%
0.30%
+46.2%
NOC BuyNORTHROP GRUMMAN CORP$748,628
+12.2%
1,528
+4.7%
0.30%
+16.0%
SDY BuySPDR SER TRs&p divid etf$745,398
-7.7%
6,614
+1.4%
0.30%
-4.7%
CSCO BuyCISCO SYS INC$742,748
+6.8%
13,930
+3.3%
0.30%
+10.6%
IBM BuyINTERNATIONAL BUSINESS MACHS$742,356
+3.8%
5,379
+0.8%
0.30%
+7.5%
WTMF SellWISDOMTREE TRfutre strat fd$713,708
-1.1%
20,376
-1.0%
0.29%
+2.1%
SRE BuySEMPRA$710,245
+2.4%
10,212
+120.3%
0.29%
+5.9%
PM BuyPHILIP MORRIS INTL INC$694,629
-7.1%
7,656
+2.9%
0.28%
-4.1%
VCIT SellVANGUARD SCOTTSDALE FDSint-term corp$682,398
-8.9%
9,246
-2.0%
0.28%
-5.4%
MO BuyALTRIA GROUP INC$682,314
+1.8%
16,013
+8.9%
0.28%
+5.3%
XSOE SellWISDOMTREE TRem ex st-owned$681,810
-17.1%
26,103
-7.1%
0.28%
-14.2%
AMGN NewAMGEN INC$677,6492,415
+100.0%
0.28%
SUB SellISHARES TRshrt nat mun etf$679,667
-15.9%
6,612
-14.8%
0.28%
-13.2%
NKE SellNIKE INCcl b$676,008
-4.8%
6,560
-0.4%
0.28%
-1.4%
SON BuySONOCO PRODS CO$675,835
-5.9%
12,952
+4.5%
0.28%
-2.5%
GPC BuyGENUINE PARTS CO$669,858
-18.3%
5,148
+3.5%
0.27%
-15.5%
CME BuyCME GROUP INC$663,130
+18.5%
3,097
+1.4%
0.27%
+22.7%
D BuyDOMINION ENERGY INC$657,419
-16.3%
16,177
+9.2%
0.27%
-13.6%
CFG BuyCITIZENS FINL GROUP INC$643,894
+34.8%
25,880
+53.8%
0.26%
+39.4%
PFFD BuyGLOBAL X FDSus pfd etf$640,661
-2.2%
36,630
+8.6%
0.26%
+1.6%
FE BuyFIRSTENERGY CORP$630,254
-1.6%
17,674
+10.0%
0.26%
+1.6%
O  REALTY INCOME CORP$627,683
-18.9%
12,7010.0%0.26%
-16.1%
TLH SellISHARES TR10-20 yr trs etf$614,592
-48.8%
6,601
-39.5%
0.25%
-47.0%
VOE SellVANGUARD INDEX FDSmcap vl idxvip$613,650
-13.0%
4,802
-3.1%
0.25%
-9.7%
NEE BuyNEXTERA ENERGY INC$614,954
-25.6%
11,738
+4.7%
0.25%
-23.1%
USB BuyUS BANCORP DEL$612,982
+81.8%
18,717
+98.8%
0.25%
+87.2%
ES BuyEVERSOURCE ENERGY$612,196
-19.4%
11,358
+9.2%
0.25%
-16.7%
SellPEAKSTONE REALTY TRUST$610,595
-43.3%
44,150
-1.2%
0.25%
-41.4%
AWK BuyAMERICAN WTR WKS CO INC NEW$599,493
-14.6%
5,123
+6.1%
0.24%
-11.6%
SPGI BuyS&P GLOBAL INC$592,119
-8.9%
1,656
+5.0%
0.24%
-5.5%
EW BuyEDWARDS LIFESCIENCES CORP$590,772
-25.0%
8,552
+1.0%
0.24%
-22.6%
IPG BuyINTERPUBLIC GROUP COS INC$587,239
-26.9%
20,576
+0.9%
0.24%
-24.4%
DGS SellWISDOMTREE TRemg mkts smcap$584,903
-12.3%
13,085
-4.9%
0.24%
-9.2%
IWS BuyISHARES TRrus mdcp val etf$581,596
-6.1%
5,743
+5.1%
0.24%
-2.5%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$575,581
-23.0%
11,423
-18.7%
0.23%
-20.4%
ABBV BuyABBVIE INC$559,588
+13.5%
3,845
+4.2%
0.23%
+17.5%
EQIX BuyEQUINIX INC$543,341
-7.4%
772
+5.5%
0.22%
-4.3%
NI BuyNISOURCE INC$520,468
+56.5%
20,307
+72.0%
0.21%
+61.8%
IXC NewISHARES TRglobal energ etf$510,99212,152
+100.0%
0.21%
F BuyFORD MTR CO DEL$505,936
+5.9%
43,880
+39.5%
0.21%
+9.6%
XOM BuyEXXON MOBIL CORP$492,857
+13.9%
4,361
+5.4%
0.20%
+17.6%
TIP NewISHARES TRtips bd etf$491,4094,793
+100.0%
0.20%
VEA SellVANGUARD TAX-MANAGED FDSvan ftse dev mkt$483,865
-35.0%
11,369
-27.4%
0.20%
-32.5%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$480,430
-61.4%
7,061
-58.7%
0.20%
-60.1%
DEM BuyWISDOMTREE TRemer mkt high fd$475,940
-5.6%
12,836
+0.1%
0.19%
-2.0%
SPDW BuySPDR INDEX SHS FDSportfolio devlpd$473,428
-4.6%
15,692
+5.9%
0.19%
-1.0%
BuyLINDE PLC$468,967
+10.8%
1,267
+12.9%
0.19%
+15.1%
EPS SellWISDOMTREE TRus largecap fund$461,151
-6.5%
10,087
-2.7%
0.19%
-3.1%
GOVT SellISHARES TRus treas bd etf$449,056
-79.7%
20,790
-78.4%
0.18%
-79.0%
VRTX BuyVERTEX PHARMACEUTICALS INC$446,880
+11.8%
1,225
+7.0%
0.18%
+15.9%
IEFA SellISHARES TRcore msci eafe$448,386
-15.1%
7,165
-5.8%
0.18%
-12.5%
UNM BuyUNUM GROUP$445,385
+22.9%
8,830
+15.6%
0.18%
+27.5%
PLD SellPROLOGIS INC.$444,479
-23.3%
4,333
-5.1%
0.18%
-20.6%
PFF SellISHARES TRpfd and incm sec$440,602
-16.7%
15,547
-8.8%
0.18%
-13.9%
DGRW BuyWISDOMTREE TRus qtly div grt$429,659
-3.7%
6,779
+1.7%
0.18%0.0%
TFI SellSPDR SER TRnuveen blmbrg mu$423,809
-85.0%
9,822
-83.9%
0.17%
-84.5%
DGRS BuyWISDOMTREE TRus s cap qty div$421,145
-7.0%
10,634
+2.5%
0.17%
-3.9%
PFE SellPFIZER INC$419,162
-14.9%
13,439
-1.6%
0.17%
-12.4%
SPSM BuySPDR SER TRportfolio s&p600$415,672
-8.1%
11,716
+3.3%
0.17%
-5.1%
IFRA BuyISHARES TRus infrastruc$409,171
+11.1%
11,562
+25.3%
0.17%
+14.5%
FTNT SellFORTINET INC$399,768
-27.1%
6,920
-1.3%
0.16%
-24.5%
MTGP BuyWISDOMTREE TRmortgage plus bd$384,672
+6.0%
9,478
+14.0%
0.16%
+9.1%
RESP BuyWISDOMTREE TRus esg fund$366,191
+9.6%
8,309
+16.1%
0.15%
+13.7%
NNN SellNNN REIT INC$360,880
-55.5%
10,203
-45.5%
0.15%
-53.9%
HPQ BuyHP INC$346,495
-6.8%
13,100
+18.2%
0.14%
-3.4%
WEN BuyWENDYS CO$341,865
+2.5%
17,750
+13.5%
0.14%
+6.1%
PEG NewPUBLIC SVC ENTERPRISE GRP IN$335,0485,600
+100.0%
0.14%
JNJ SellJOHNSON & JOHNSON$328,278
-46.7%
2,155
-44.4%
0.13%
-44.6%
PFG SellPRINCIPAL FINANCIAL GROUP IN$324,125
-52.2%
4,663
-45.1%
0.13%
-50.6%
SNPS BuySYNOPSYS INC$319,811
+8.3%
663
+0.8%
0.13%
+12.1%
SCHV SellSCHWAB STRATEGIC TRus lcap va etf$318,135
-8.3%
5,028
-1.6%
0.13%
-5.1%
C BuyCITIGROUP INC$315,392
-13.2%
7,873
+3.3%
0.13%
-10.5%
SHM SellSPDR SER TRnuveen blmbrg sh$310,979
-38.1%
6,737
-36.8%
0.13%
-36.0%
DTE NewDTE ENERGY CO$293,1223,030
+100.0%
0.12%
PH BuyPARKER-HANNIFIN CORP$289,110
+15.3%
771
+22.6%
0.12%
+19.2%
AOA SellISHARES TRaggres alloc etf$285,262
-31.2%
4,572
-26.0%
0.12%
-28.8%
COP SellCONOCOPHILLIPS$283,470
+9.6%
2,243
-4.1%
0.12%
+12.7%
USHY  ISHARES TRbroad usd high$280,930
-5.0%
8,3140.0%0.11%
-1.7%
VOO SellVANGUARD INDEX FDS$273,917
-19.5%
699
-15.2%
0.11%
-17.2%
TSLA BuyTESLA INC$272,496
+5.7%
1,238
+33.4%
0.11%
+9.9%
WHR BuyWHIRLPOOL CORP$267,470
-0.8%
2,071
+20.6%
0.11%
+2.8%
LDEM SellISHARES TResg msci em ldrs$266,381
-33.3%
6,353
-26.1%
0.11%
-31.2%
BEN BuyFRANKLIN RESOURCES INC$264,635
-15.9%
11,694
+8.5%
0.11%
-12.9%
MAA SellMID-AMER APT CMNTYS INC$265,989
-23.5%
2,032
-9.0%
0.11%
-21.2%
DVY  ISHARES TRselect divid etf$259,692
-8.7%
2,4460.0%0.11%
-5.4%
AMT BuyAMERICAN TOWER CORP NEW$260,509
+14.1%
1,634
+40.9%
0.11%
+17.8%
RESD SellWISDOMTREE TRintl esg fund$244,950
-10.1%
9,292
-2.5%
0.10%
-6.5%
SHW BuySHERWIN WILLIAMS CO$242,234
+13.4%
1,014
+26.4%
0.10%
+17.9%
AGR SellAVANGRID INC$242,060
-59.0%
7,877
-48.8%
0.10%
-57.8%
RF NewREGIONS FINANCIAL CORP NEW$237,97114,440
+100.0%
0.10%
PXD NewPIONEER NAT RES CO$234,648919
+100.0%
0.10%
HYD NewVANECK ETF TRUSThigh yld munietf$223,7694,703
+100.0%
0.09%
FNF NewFIDELITY NATIONAL FINANCIAL$218,9375,700
+100.0%
0.09%
AJG SellGALLAGHER ARTHUR J & CO$217,630
+4.0%
942
-3.8%
0.09%
+8.5%
DSI SellISHARES TRmsci kld400 soc$214,680
-7.3%
2,657
-1.5%
0.09%
-4.4%
SUSA SellISHARES TRmsci usa esg slc$210,916
-9.0%
2,372
-2.2%
0.09%
-5.5%
NFLX SellNETFLIX INC$202,894
-35.4%
505
-27.5%
0.08%
-32.5%
DLS SellWISDOMTREE TRintl smcap div$202,751
-33.0%
3,668
-24.9%
0.08%
-31.1%
 JOBY AVIATION INC$107,481
-40.8%
17,1970.0%0.04%
-38.0%
PACB  PACIFIC BIOSCIENCES CALIF IN$74,400
-46.4%
10,0000.0%0.03%
-45.5%
 GINKGO BIOWORKS HOLDINGS INC$39,000
-27.8%
25,0000.0%0.02%
-23.8%
EAGG ExitISHARES TResg awr us agrgt$0-4,342
-100.0%
-0.08%
EMLC ExitVANECK ETF TRUSTjp mrgan em loc$0-8,333
-100.0%
-0.08%
VWO ExitVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$0-5,213
-100.0%
-0.09%
CB ExitCHUBB LIMITED$0-1,169
-100.0%
-0.09%
ESGD ExitISHARES TResg aw msci eafe$0-2,999
-100.0%
-0.09%
SPG ExitSIMON PPTY GROUP INC NEW$0-1,850
-100.0%
-0.09%
IYH ExitISHARES TRus hlthcare etf$0-861
-100.0%
-0.09%
SCHA ExitSCHWAB STRATEGIC TRus sml cap etf$0-5,205
-100.0%
-0.09%
BX ExitBLACKSTONE INC$0-2,332
-100.0%
-0.09%
HYLB ExitDBX ETF TRxtrack usd high$0-7,688
-100.0%
-0.10%
BNDX ExitVANGUARD CHARLOTTE FDStotal int bd etf$0-5,797
-100.0%
-0.11%
EEM ExitISHARES TRmsci emg mkt etf$0-7,775
-100.0%
-0.13%
CCI ExitCROWN CASTLE INC$0-3,155
-100.0%
-0.14%
ESGE ExitISHARES INCesg awr msci em$0-13,900
-100.0%
-0.18%
AXP ExitAMERICAN EXPRESS CO$0-2,637
-100.0%
-0.18%
FHN ExitFIRST HORIZON CORPORATION$0-39,093
-100.0%
-0.20%
AGG ExitISHARES TRcore us aggbd et$0-5,692
-100.0%
-0.22%
NEP ExitNEXTERA ENERGY PARTNERS LP$0-9,605
-100.0%
-0.22%
VXUS ExitVANGUARD STAR FDSvg tl intl stk f$0-10,046
-100.0%
-0.23%
AON ExitAON PLC$0-2,355
-100.0%
-0.31%
ODFL ExitOLD DOMINION FREIGHT LINE IN$0-2,163
-100.0%
-0.32%
DHR ExitDANAHER CORPORATION$0-3,473
-100.0%
-0.33%
BCE ExitBCE INC$0-18,470
-100.0%
-0.33%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-20
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR SER TR7Q3 20236.3%
APPLE INC7Q3 20233.6%
ISHARES TR7Q3 20236.6%
MICROSOFT CORP7Q3 20233.1%
ISHARES TR7Q3 20232.8%
ISHARES TR7Q3 20233.0%
VANGUARD BD INDEX FDS7Q3 20234.0%
ISHARES TR7Q3 20231.6%
SCHWAB STRATEGIC TR7Q3 20233.5%
UNITEDHEALTH GROUP INC7Q3 20231.5%

View My Legacy Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-12
13F-HR2023-10-20
13F-HR2023-07-14
13F-HR2023-04-11
13F-HR2023-02-07
13F-HR2022-10-17
13F-HR2022-07-12
13F-HR2022-04-07

View My Legacy Advisors, LLC's complete filings history.

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