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CIK: 0001834011
Total reported value
$888.2M
$888.2M
56 檔
24.4%
The Q3 2024 SEC filing reveals that Legacy Financial Group LLC held a total portfolio value of $888.2M, covering 56 public equity positions.
In Q3 2024, Legacy Financial Group LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 19 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 12.51% | +1.25% | +0.16% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 10.23% | +0.71% | +0.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.08% | — | -6.04% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.53% | -0.04% | +1.20% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.42% | +0.72% | +14.90% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.40% | -0.05% | +11.16% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.32% | -0.16% | +1.55% | |
| 8 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 3.25% | -0.40% | +1.78% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.18% | -0.68% | +329.35% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.06% | +0.24% | +0.40% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.01% | -1.04% | +2.53% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.94% | -0.49% | +664.33% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.87% | -0.08% | +3.82% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.65% | -1.02% | +4.42% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.48% | +0.19% | +4.16% | |
| 16 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 2.02% | -0.04% | +26.19% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.99% | -0.12% | +1.23% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.94% | -0.10% | +41.31% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.85% | -0.14% | +2.04% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.51% | — | +4.25% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.45% | -0.01% | -1.01% | |
| 22 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.40% | -0.03% | +11.12% | |
| 23 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.26% | — | +1.11% | |
| 24 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.23% | — | -18.80% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 1.19% | -0.07% | +1.32% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.10% | +0.11% | +25.28% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 1.08% | +0.02% | +3.91% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.03% | — | -8.03% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.00% | -1.08% | +19.22% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.98% | -6.92% | +52.40% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.05% | +0.92% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | -0.02% | +3.44% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | -0.11% | +2.46% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | — | +2.32% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.01% | +2.19% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.47% | — | -23.65% | |
| 37 | IFRA | Ishares US Infrastructure | ETF-Other | 0.31% | — | +3.00% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.28% | -0.01% | -2.70% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.25% | +0.01% | -86.87% | |
| 40 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.25% | -0.02% | +18.40% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.23% | — | -90.50% | |
| 42 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.22% | -1.25% | +39.37% | |
| 43 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.16% | -0.03% | +1.45% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | +0.07% | -2.34% | |
| 45 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.15% | -0.01% | +2.42% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | — | +0.40% | |
| 47 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.13% | — | +3.95% | |
| 48 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.13% | -0.01% | -9.13% | |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.11% | — | -47.88% | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +2.6% | +664.33% | Add |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +2.5% | +329.35% | Add |
| 3 | SDY | Ss Spdr S&p Dividend ETF | +0.9% | +0.78% | Add |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.8% | +14.90% | Add |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.6% | +41.31% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.5% | +11.16% | Add |
| 7 | VB | Vanguard Small-cap ETF | +0.5% | +1.20% | Add |
| 8 | BSJT | Invesco Bulletshares 2029 Hy | +0.5% | +26.19% | Add |
| 9 | HELO | Jpmorgan Hedged Equity ETF | +0.4% | +52.40% | Add |
| 10 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +25.28% | Add |
| 11 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +19.22% | Add |
| 12 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +4.42% | Add |
| 13 | AOA | Ishares Core 80/20 Aggressiv | +0.2% | +11.12% | Add |
| 14 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +0.16% | Add |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +4.16% | Add |
| 16 | USRT | Ishares Core US Reit ETF | +0.2% | -1.01% | Trim |
| 17 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +4.25% | Add |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +1.23% | Add |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +1.55% | Add |
| 20 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +3.82% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.92% | Add |
| 22 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +2.53% | Add |
| 23 | SPLB | Ss Spdr P Long Term C ETF | +0.1% | +1.11% | Add |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | +3.44% | Add |
| 25 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.40% | Add |
| 26 | BSJQ | Invesco Bulletshares 2026 Hy | 0% | +1.78% | Add |
| 27 | IWC | Ishares Micro-cap ETF | -0.1% | EXIT | Sold out |
| 28 | WMT | Walmart Inc | -0.1% | EXIT | Sold out |
| 29 | NULG | Nuveen Esg Lrg-cap Grw ETF | -0.1% | EXIT | Sold out |
| 30 | HD | Home Depot Inc | -0.1% | EXIT | Sold out |
| 31 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | -47.88% | Trim |
| 32 | ORLY | O'reilly Automotive Inc | -0.1% | EXIT | Sold out |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | EXIT | Sold out |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -23.65% | Trim |
| 35 | PFG | Principal Financial Group | -0.1% | EXIT | Sold out |
| 36 | VOE | Vanguard Mid-cap Value ETF | -0.1% | EXIT | Sold out |
| 37 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 38 | VOT | Vanguard Mid-cap Growth ETF | -0.2% | EXIT | Sold out |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | EXIT | Sold out |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.2% | EXIT | Sold out |
| 41 | BSJP | Invesco Bulletshares 2025 Hy | -0.3% | -18.80% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | EXIT | Sold out |
| 43 | DE | Deere & Co | -0.3% | EXIT | Sold out |
| 44 | WM | Waste Management Inc | -0.4% | EXIT | Sold out |
| 45 | VUG | Vanguard Growth ETF | -0.4% | EXIT | Sold out |
| 46 | CASY | Casey's General Stores Inc | -0.7% | EXIT | Sold out |
| 47 | MSFT | Microsoft CORP | -0.8% | EXIT | Sold out |
| 48 | IEMG | Ishares Core Msci Emerging | -0.8% | EXIT | Sold out |
| 49 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -1.6% | -86.87% | Trim |
| 50 | TIP | Ishares Tips Bond ETF | -2.2% | -90.50% | Trim |
According to official SEC Form 13F filings, Legacy Financial Group LLC reported a total U.S. public equity portfolio value of $888.2M across 56 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IUSG, SDY, VOO) accounted for 24.4% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
IEMG
前期市值: $4.1M
During Q3 2024, Legacy Financial Group LLC's top holdings by market value included IUSG (12.5%)、SDY (10.2%)、VOO (7.1%). The largest single position, IUSG, represented 12.5% of total portfolio value.
In Q3 2024, Legacy Financial Group LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 25 positions, trimming 6 holdings, and fully liquidating 19 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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