$233 Million is the total value of Legacy Financial Group LLC's 34 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $4,405,000 | – | 207,317 | +100.0% | 1.89% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $1,267,000 | – | 15,654 | +100.0% | 0.54% | – |
WFC | New | WELLS FARGO CO NEW | $837,000 | – | 16,001 | +100.0% | 0.36% | – |
BSJR | New | INVESCO EXCH TRD SLF IDX FD | $336,000 | – | 13,364 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
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.