| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 7 | Q3 2023 | 6.3% |
| APPLE INC | 7 | Q3 2023 | 3.6% |
| ISHARES TR | 7 | Q3 2023 | 6.6% |
| MICROSOFT CORP | 7 | Q3 2023 | 3.1% |
| ISHARES TR | 7 | Q3 2023 | 2.8% |
| ISHARES TR | 7 | Q3 2023 | 3.0% |
| VANGUARD BD INDEX FDS | 7 | Q3 2023 | 4.0% |
| ISHARES TR | 7 | Q3 2023 | 1.6% |
| SCHWAB STRATEGIC TR | 7 | Q3 2023 | 3.5% |
| UNITEDHEALTH GROUP INC | 7 | Q3 2023 | 1.5% |
View My Legacy Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-07 |
View My Legacy Advisors, 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.