| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 15 | Q2 2024 | 17.1% |
| ISHARES TRUST CORE S&P US GWT ETF | 15 | Q2 2024 | 16.1% |
| VANGUARD SMALL CP ETF | 15 | Q2 2024 | 11.2% |
| ISHARES TRUST 5-10 YEAR INVESTMENT GRADE | 15 | Q2 2024 | 9.5% |
| ISHARES TRUST TIPS BD ETF | 15 | Q2 2024 | 5.2% |
| ISHARES TRUST 0-5YR HI YL CP ETF | 15 | Q2 2024 | 5.5% |
| WISDOMTREE TRUST EM EX ST-OWNED ETF | 15 | Q2 2024 | 4.5% |
| VANGUARD MID CAP ETF | 15 | Q2 2024 | 6.6% |
| INVESCO EXCH TRD SLF IDX FD | 15 | Q2 2024 | 4.5% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 4.6% |
View Legacy Financial Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-08 |
View Legacy Financial Group 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.