| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q2 2024 | 10.5% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 9.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 8.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 7.6% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 7.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.7% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.4% |
View LEGACY FINANCIAL GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
View LEGACY FINANCIAL GROUP, INC.'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.