$203 Million is the total value of LEGACY FINANCIAL GROUP, INC.'s 69 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -4,161 | -100.0% | -0.10% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,398 | -100.0% | -0.11% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -1,739 | -100.0% | -0.11% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -7,110 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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 | 2024-02-13 |
| 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.