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CIK: 0001834011
Total reported value
$888.2M
$888.2M
107 檔
22.7%
In Q2 2024, Legacy Financial Group LLC's U.S. equity holdings reached a combined market value of $888.2M, distributed across 107 disclosed stock positions.
During Q2 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 | 12.34% | +1.25% | +8.15% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 9.29% | +0.71% | -5.64% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.30% | — | -12.43% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.07% | -0.04% | +1.21% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.63% | +0.72% | +0.11% | |
| 6 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 3.21% | -0.40% | +11.91% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.19% | -0.16% | +1.08% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.01% | +0.24% | +58.41% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.93% | -1.04% | +9.58% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.92% | -0.05% | -8.52% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.74% | -0.08% | +24.67% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.47% | -1.02% | +2.80% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.39% | — | -0.42% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.31% | +0.19% | +2.00% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.85% | -0.12% | — | |
| 16 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.84% | +0.01% | -52.49% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.81% | -0.14% | +0.14% | |
| 18 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.57% | -0.04% | — | |
| 19 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.54% | — | -45.72% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.36% | -0.10% | -0.86% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.36% | — | +3.52% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.30% | -0.01% | -51.27% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.22% | -0.03% | +15.51% | |
| 24 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.19% | — | +2.07% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 1.15% | -0.07% | +3.99% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.14% | — | +0.40% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 1.01% | +0.02% | -0.95% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.85% | +0.11% | +4.42% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.05% | +0.60% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.80% | — | — | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | -1.08% | +6.01% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.04% | +0.65% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | -0.02% | -1.73% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.73% | -0.68% | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.72% | -0.11% | +10.36% | |
| 36 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.68% | -0.01% | -0.42% | |
| 37 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.63% | -6.92% | +35.20% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.59% | — | +1.31% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | — | -0.92% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.01% | +0.39% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.01% | -5.59% | |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.38% | -0.49% | — | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.37% | -0.04% | -0.34% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.34% | — | -0.15% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | -0.76% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.28% | -0.01% | -18.68% | |
| 47 | IFRA | Ishares US Infrastructure | ETF-Other | 0.27% | — | +1.07% | |
| 48 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.22% | — | -54.47% | |
| 49 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.21% | -0.02% | +93.25% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.19% | +0.01% | -2.21% |
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 Q2 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 Q2 2024.
During Q2 2024, Legacy Financial Group LLC's top holdings by market value included IUSG (12.3%)、SDY (9.3%)、VOO (7.3%). The largest single position, IUSG, represented 12.3% of total portfolio value.
In Q2 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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