$288 Million is the total value of Legacy Financial Group LLC's 60 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | Exit | INTEL CORP COM | $0 | – | -13,397 | -100.0% | -0.26% | – |
| VYM | Exit | VANGUARD HIGH DIV YLD ETFhigh div yld etf | $0 | – | -10,301 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q3 2023 | 17.1% |
| ISHARES TRUST CORE S&P US GWT ETF | 12 | Q3 2023 | 16.1% |
| VANGUARD SMALL CP ETF | 12 | Q3 2023 | 11.2% |
| ISHARES TRUST 5-10 YEAR INVESTMENT GRADE | 12 | Q3 2023 | 9.5% |
| ISHARES TRUST 0-5YR HI YL CP ETF | 12 | Q3 2023 | 5.5% |
| ISHARES TRUST TIPS BD ETF | 12 | Q3 2023 | 5.2% |
| VANGUARD MID CAP ETF | 12 | Q3 2023 | 6.6% |
| WISDOMTREE TRUST EM EX ST-OWNED ETF | 12 | Q3 2023 | 4.5% |
| INVESCO EXCH TRD SLF IDX FD | 12 | Q3 2023 | 4.5% |
| INVESCO EXCH TRD SLF IDX FD | 12 | Q3 2023 | 3.5% |
View Legacy Financial Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-20 |
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.