Legacy Financial Strategies, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF Legacy Financial Strategies, LLC | Institutional Filer | ▼ 1.88% | $554.2M | 140 |
Current Portfolio Holdings
Showing all 140 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | — | 2.9M | $84.5M | 15.24% |
| 2 | SCHB | SCHWAB STRATEGIC TR | — | 2.6M | $65.6M | 11.84% |
| 3 | AGG | ISHARES TR | — | 466K | $46.2M | 8.34% |
| 4 | AVDE | AMERICAN CENTY ETF TR | — | 470K | $39.9M | 7.20% |
| 5 | AVLV | AMERICAN CENTY ETF TR | — | 482K | $38.8M | 7.01% |
| 6 | IGM | ISHARES TR | — | 256K | $30.3M | 5.48% |
| 7 | DGRO | ISHARES TR | — | 414K | $29.1M | 5.25% |
| 8 | VTI | VANGUARD INDEX FDS | — | 53K | $17.0M | 3.07% |
| 9 | SCHD | SCHWAB STRATEGIC TR | — | 436K | $13.4M | 2.42% |
| 10 | NVDA | NVIDIA Corporation | Technology | 54K | $9.4M | 1.70% |
| 11 | MUB | ISHARES TR | — | 77K | $8.2M | 1.48% |
| 12 | AAPL | Apple Inc. | Technology | 32K | $8.1M | 1.45% |
| 13 | SMH | VANECK ETF TRUST | — | 18K | $7.1M | 1.28% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 9K | $5.6M | 1.00% |
| 15 | IJR | ISHARES TR | — | 41K | $5.1M | 0.92% |
Showing 1 to 15 of 140 holdings