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CIK: 0001952532
Total reported value
$20.7M
$20.7M
60 檔
341.8%
As reported in its official Q3 2024 Form 13F filing, Legacy PCG, LLC's tracked investment portfolio stood at $20.7M with 60 total positions.
During Q3 2024, Legacy PCG, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VGIT, AGG) accounted for 341.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.63% | +0.89% | +14.23% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.71% | -0.16% | +4.99% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.76% | -0.91% | -0.13% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 7.26% | -0.34% | -4.16% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.01% | -0.16% | +1.18% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.82% | +0.24% | -5.97% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.66% | +0.04% | +6.72% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.00% | -0.69% | -7.97% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.52% | -0.24% | -8.99% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.42% | — | -0.38% | |
| 11 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.32% | -1.85% | EXIT | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.99% | -0.02% | -8.35% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +1.22% | NEW | |
| 14 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.47% | — | -0.64% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.32% | -0.53% | -10.99% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.31% | -0.03% | -0.37% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.29% | — | +2.58% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.22% | -0.90% | +11.19% | |
| 19 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.18% | — | +21.80% | |
| 20 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.15% | -0.04% | -0.04% | |
| 21 | DTD | Wisdomtree US Total Dividend | ETF-Other | 1.08% | — | -1.55% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | — | -36.24% | |
| 23 | PAVE | Global X US Infrastructure | ETF-Other | 0.80% | — | -68.85% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.14% | -11.49% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | — | -35.10% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +1.76% | NEW | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | — | -17.25% | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.57% | -0.27% | +1.29% | |
| 29 | URA | Global X Uranium ETF | ETF-Other | 0.56% | — | +19.78% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | — | -9.68% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | — | +65.72% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.13% | +52.91% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.49% | -0.14% | -3.94% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.49% | — | -8.69% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | — | — | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | — | -18.32% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | — | -14.09% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.40% | — | -12.60% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | — | -8.65% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | — | +6.77% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | — | -1.25% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | -7.71% | |
| 43 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.29% | — | -1.30% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | — | -56.55% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | — | -28.89% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.19% | +0.84% | -15.91% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.19% | — | — | |
| 48 | IXC | Ishares Global Energy ETF | ETF-Other | 0.19% | — | — | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.18% | — | — | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.18% | — | -75.80% |
According to official SEC Form 13F filings, Legacy PCG, LLC reported a total U.S. public equity portfolio value of $20.7M across 60 disclosed positions in Q3 2024.
During Q3 2024, Legacy PCG, LLC's top holdings by market value included VOO (21.6%)、VGIT (8.7%)、AGG (7.8%). The largest single position, VOO, represented 21.6% of total portfolio value.
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In Q3 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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