LEGACY FINANCIAL GROUP, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF LEGACY FINANCIAL GROUP, INC. | Institutional Filer | ▼ 0.79% | $378.4M | 89 |
Current Portfolio Holdings
Showing all 89 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | — | 363K | $40.4M | 10.68% |
| 2 | VUG | VANGUARD INDEX FDS | — | 73K | $31.7M | 8.38% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | — | 468K | $22.7M | 5.99% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | — | 467K | $22.4M | 5.91% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | — | 564K | $22.0M | 5.81% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | — | 645K | $21.9M | 5.79% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | — | 550K | $21.4M | 5.64% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | — | 501K | $18.4M | 4.86% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | — | 234K | $16.6M | 4.39% |
| 10 | DFAU | DIMENSIONAL ETF TRUST | — | 329K | $14.9M | 3.93% |
| 11 | DFCF | DIMENSIONAL ETF TRUST | — | 333K | $14.1M | 3.72% |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | — | 217K | $10.4M | 2.75% |
| 13 | DFLV | DIMENSIONAL ETF TRUST | — | 287K | $10.2M | 2.71% |
| 14 | AAPL | Apple Inc. | Technology | 39K | $9.8M | 2.59% |
| 15 | DFAT | DIMENSIONAL ETF TRUST | — | 152K | $9.5M | 2.51% |
Showing 1 to 15 of 89 holdings