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CIK: 0001965579
Total reported value
$428.5M
$428.5M
74 檔
22.9%
According to the latest 13F quarterly dataset, Legacy Financial Group, Inc. managed an equity portfolio of $428.5M at the end of Q1 2024, spanning 74 distinct U.S. exchange-listed positions.
During Q1 2024, Legacy Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.94% | +0.14% | +4.18% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.69% | -0.35% | +0.32% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.13% | +0.98% | +8.27% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.04% | -0.19% | +0.10% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 6.77% | -0.58% | +0.76% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 5.88% | +0.10% | +15.43% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.33% | -0.06% | +13.75% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.23% | +0.10% | +7.56% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.07% | -0.18% | +3.34% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.63% | -0.11% | +1.12% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.12% | +0.38% | +12.05% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.10% | -0.35% | +22.51% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.39% | -0.01% | -6.10% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.37% | -0.15% | -2.16% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.36% | -0.07% | -3.72% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.28% | -0.28% | +23.67% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 2.07% | -0.17% | -7.50% | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.85% | -0.22% | +0.41% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.49% | +0.10% | +19.23% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.48% | -0.05% | +9.00% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.34% | -0.25% | -9.51% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.32% | +0.01% | +4.69% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.29% | -0.04% | +18.80% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.06% | +4.93% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.07% | +14.90% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.85% | -0.02% | -4.36% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.74% | +0.01% | +21.22% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.73% | -0.02% | +30.22% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.69% | +0.09% | +2.64% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.05% | +3.30% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | — | +72.84% | |
| 32 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.37% | -0.01% | -72.23% | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.34% | +0.01% | +0.39% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | +3.17% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.33% | +0.02% | +2.18% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | +7.23% | |
| 37 | BANF | Bancfirst CORP | Stock-Other | 0.28% | -0.03% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | — | +5.68% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.23% | -0.04% | +8.74% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.09% | +200.06% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.21% | +0.04% | -10.57% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.03% | +2.60% | |
| 43 | OGE | Oge Energy CORP | Stock-Utilities | 0.21% | -0.02% | +0.52% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | -1.33% | |
| 45 | ARKK | Ark Innovation ETF | ETF-Other | 0.17% | — | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.07% | +0.09% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.03% | -1.80% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.22% | +0.81% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | +11.62% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.14% | — | +0.46% |
According to official SEC Form 13F filings, Legacy Financial Group, Inc. reported a total U.S. public equity portfolio value of $428.5M across 74 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, DFAC, AVUS) accounted for 22.9% of total reported equity market value during Q1 2024.
During Q1 2024, Legacy Financial Group, Inc.'s top holdings by market value included VUG (9.9%)、DFAC (7.7%)、AVUS (7.1%). The largest single position, VUG, represented 9.9% of total portfolio value.
In Q1 2024, Legacy Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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