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CIK: 0001834011
Total reported value
$888.2M
$888.2M
107 檔
22.7%
During the Q1 2024 filing period, Legacy Financial Group LLC (CIK: 0001834011) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $888.2M across 107 reported positions.
During Q1 2024, Legacy Financial Group LLC'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 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 10.80% | +1.25% | +1539.18% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 10.46% | +0.71% | +1574.87% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.25% | — | +1418.09% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.47% | -0.04% | +1704.05% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.80% | +0.72% | +3828.72% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 3.82% | +0.01% | +1853.94% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.34% | -0.05% | +1444.63% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.27% | -0.16% | +1320.86% | |
| 9 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.97% | -0.40% | +3375.97% | |
| 10 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 2.92% | — | +3237.44% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.76% | -0.01% | +2019.91% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.76% | -1.04% | +3148.20% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.48% | — | +1268.73% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.38% | -1.02% | +1810.37% | |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.27% | -0.08% | +4153.69% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.20% | +0.19% | — | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.86% | -0.14% | +1268.70% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.78% | +0.24% | — | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.43% | -0.10% | +1435.82% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.39% | — | — | |
| 21 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.23% | — | +1248.42% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.15% | -0.07% | +1187.46% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.07% | -0.03% | — | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 1.06% | +0.02% | +1994.24% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.04% | — | +2023.00% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.05% | +1429.62% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.85% | +0.11% | +1854.33% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.82% | -0.02% | +1100.74% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | -1.08% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.04% | +1181.07% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.66% | -0.11% | — | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.61% | — | — | |
| 33 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.59% | -0.01% | +539.33% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | — | +733.46% | |
| 35 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.50% | — | — | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.46% | -6.92% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.01% | — | |
| 38 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.39% | — | — | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.38% | — | +428.69% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.38% | -0.04% | — | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.01% | — | |
| 42 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.35% | -0.01% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | — | |
| 44 | IXC | Ishares Global Energy ETF | ETF-Other | 0.29% | — | — | |
| 45 | IFRA | Ishares US Infrastructure | ETF-Other | 0.28% | — | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | +0.01% | — | |
| 47 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.19% | -1.25% | — | |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.19% | — | — | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | +0.07% | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.16% | — | — |
According to official SEC Form 13F filings, Legacy Financial Group LLC reported a total U.S. public equity portfolio value of $888.2M across 107 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IUSG, SDY, VOO) accounted for 22.7% of total reported equity market value during Q1 2024.
During Q1 2024, Legacy Financial Group LLC's top holdings by market value included IUSG (10.8%)、SDY (10.5%)、VOO (8.3%). The largest single position, IUSG, represented 10.8% of total portfolio value.
In Q1 2024, Legacy Financial Group LLC 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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