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CIK: 0001952532
Total reported value
$20.7M
$20.7M
80 檔
305.4%
According to the latest 13F quarterly dataset, Legacy PCG, LLC managed an equity portfolio of $20.7M at the end of Q1 2024, spanning 80 distinct U.S. exchange-listed positions.
During Q1 2024, Legacy PCG, 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 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.95% | +0.89% | +10.67% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.67% | -0.16% | +36.93% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.65% | -0.91% | -1.16% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.00% | -0.34% | +6.20% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.41% | -0.16% | -8.45% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.30% | +0.24% | -3.46% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 4.18% | — | -7.39% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.87% | +0.04% | -13.97% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.60% | — | +2.91% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.15% | -0.24% | -5.99% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.11% | -0.90% | +14.35% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.69% | +1.17% | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 2.40% | — | +9.67% | |
| 14 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.18% | -1.85% | EXIT | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.12% | -0.02% | -1.24% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +1.22% | NEW | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.38% | — | +25.59% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | — | +16.24% | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.24% | — | -21.83% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.12% | — | -14.81% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.08% | -0.03% | -18.76% | |
| 22 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.95% | -0.04% | +1.98% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.92% | -0.53% | +8.64% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.90% | — | +0.24% | |
| 25 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.90% | — | -7.87% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.84% | — | -0.39% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | — | -1.16% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | — | +2.80% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | -7.81% | |
| 30 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.61% | — | +0.33% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | — | +1.54% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.55% | — | -38.34% | |
| 33 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.48% | — | +0.52% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.14% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | +56.48% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.14% | -13.09% | |
| 37 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.44% | -0.27% | -0.85% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | — | +42.99% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.43% | +1.76% | NEW | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | — | +72.33% | |
| 41 | URA | Global X Uranium ETF | ETF-Other | 0.40% | — | -0.69% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.39% | — | -14.61% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | — | — | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.36% | — | — | |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.33% | — | +13.91% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | — | +110.12% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.31% | — | +48.22% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | — | -4.42% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.13% | -3.76% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | — | -13.02% |
According to official SEC Form 13F filings, Legacy PCG, LLC reported a total U.S. public equity portfolio value of $20.7M across 80 disclosed positions in Q1 2024.
During Q1 2024, Legacy PCG, LLC's top holdings by market value included VOO (15.9%)、VGIT (6.7%)、AGG (6.7%). The largest single position, VOO, represented 15.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VGIT, AGG) accounted for 305.4% of total reported equity market value during Q1 2024.
In Q1 2024, Legacy PCG, 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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