| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,346 | -100.0% | -0.10% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -683 | -100.0% | -0.10% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,036 | -100.0% | -0.10% | – |
| IYY | Exit | ISHARES TRdow jones us etf | $0 | – | -2,112 | -100.0% | -0.11% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,363 | -100.0% | -0.11% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,047 | -100.0% | -0.11% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,871 | -100.0% | -0.11% | – |
| CSX | Exit | CSX CORP | $0 | – | -7,535 | -100.0% | -0.11% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -467 | -100.0% | -0.12% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -2,297 | -100.0% | -0.12% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -912 | -100.0% | -0.12% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,689 | -100.0% | -0.12% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -698 | -100.0% | -0.12% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,143 | -100.0% | -0.13% | – |
| Exit | AMERICAN CENTY ETF TRreal estate etf | $0 | – | -7,695 | -100.0% | -0.14% | – | |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,078 | -100.0% | -0.14% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -5,501 | -100.0% | -0.15% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,535 | -100.0% | -0.15% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,446 | -100.0% | -0.16% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -742 | -100.0% | -0.16% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -11,740 | -100.0% | -0.16% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -8,427 | -100.0% | -0.16% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,344 | -100.0% | -0.17% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -834 | -100.0% | -0.18% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,520 | -100.0% | -0.19% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -5,595 | -100.0% | -0.22% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -3,556 | -100.0% | -0.23% | – |
| WMT | Exit | WALMART INC | $0 | – | -3,079 | -100.0% | -0.24% | – |
| OGE | Exit | OGE ENERGY CORP | $0 | – | -15,445 | -100.0% | -0.25% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,206 | -100.0% | -0.26% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,436 | -100.0% | -0.26% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -16,062 | -100.0% | -0.27% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -3,277 | -100.0% | -0.27% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,602 | -100.0% | -0.29% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -4,094 | -100.0% | -0.30% | – |
| Exit | AMERICAN CENTY ETF TRus large cap vlu | $0 | – | -13,010 | -100.0% | -0.34% | – | |
| BANF | Exit | BANCFIRST CORP | $0 | – | -7,942 | -100.0% | -0.34% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -14,925 | -100.0% | -0.39% | – |
| Exit | DIMENSIONAL ETF TRUSTus real estate e | $0 | – | -44,085 | -100.0% | -0.42% | – | |
| Exit | DIMENSIONAL ETF TRUSTus small cap val | $0 | – | -38,023 | -100.0% | -0.48% | – | |
| Exit | DIMENSIONAL ETF TRUSTemerging mkts co | $0 | – | -45,664 | -100.0% | -0.52% | – | |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -23,817 | -100.0% | -0.62% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -10,446 | -100.0% | -0.68% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -5,021 | -100.0% | -0.78% | – |
| Exit | DIMENSIONAL ETF TRUSTus large cap val | $0 | – | -65,865 | -100.0% | -0.81% | – | |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -5,773 | -100.0% | -1.00% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -47,227 | -100.0% | -1.10% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -9,223 | -100.0% | -1.21% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -42,348 | -100.0% | -1.58% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -52,107 | -100.0% | -1.63% | – |
| OPER | Exit | ETF SER SOLUTIONS | $0 | – | -35,559 | -100.0% | -1.76% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -77,638 | -100.0% | -1.83% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -112,602 | -100.0% | -2.59% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -106,734 | -100.0% | -2.66% | – |
| Exit | DIMENSIONAL ETF TRUSTnatl mun bd etf | $0 | – | -119,435 | -100.0% | -2.74% | – | |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -55,715 | -100.0% | -2.83% | – |
| Exit | DIMENSIONAL ETF TRUST | $0 | – | -147,369 | -100.0% | -2.94% | – | |
| DFAE | Exit | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $0 | – | -272,070 | -100.0% | -3.03% | – |
| AAPL | Exit | APPLE INC | $0 | – | -37,281 | -100.0% | -3.15% | – |
| Exit | DIMENSIONAL ETF TRUSTus high profitab | $0 | – | -265,781 | -100.0% | -3.37% | – | |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -170,407 | -100.0% | -3.84% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -274,271 | -100.0% | -4.05% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -369,791 | -100.0% | -4.11% | – | |
| Exit | DIMENSIONAL ETF TRUSTshort duration f | $0 | – | -256,002 | -100.0% | -5.86% | – | |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -175,847 | -100.0% | -6.36% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -426,130 | -100.0% | -7.15% | – | |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -557,601 | -100.0% | -7.18% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -604,676 | -100.0% | -7.82% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -66,258 | -100.0% | -8.90% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 9.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 7.6% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 6.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.9% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.1% |
| ISHARES TR | 4 | Q3 2023 | 4.7% |
View LEGACY FINANCIAL GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.