Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 21.9% |
META PLATFORMS INC | 8 | Q3 2023 | 22.2% |
ISHARES TR | 8 | Q3 2023 | 8.4% |
UBER TECHNOLOGIES INC | 8 | Q3 2023 | 9.5% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 6.2% |
ISHARES TR | 8 | Q3 2023 | 5.0% |
WISDOMTREE TR | 8 | Q3 2023 | 4.7% |
SPDR GOLD TR | 8 | Q3 2023 | 3.7% |
GLOBAL X FDS | 8 | Q3 2023 | 3.3% |
ISHARES TR | 8 | Q3 2023 | 2.8% |
View New Legacy Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View New Legacy 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.