$254 Million is the total value of My Legacy Advisors, LLC's 210 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USHY | ISHARES TRbroad usd high | $295,646 | +1.1% | 8,314 | 0.0% | 0.12% | -7.2% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- City National Rochdale, LLC #1
- SEI Investments CO #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-14
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.