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CIK: 0001952532
Total reported value
$20.7M
$20.7M
58 檔
320.1%
At the close of Q4 2024, Legacy PCG, LLC disclosed equity holdings valued at approximately $20.7M, spread across 58 reported holdings.
During Q4 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, BND, AGG) accounted for 320.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.16% | +0.89% | +0.34% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.79% | -0.34% | +12.07% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.37% | -0.91% | -0.64% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.04% | -0.16% | -39.71% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.79% | +0.24% | -2.67% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.25% | +0.04% | +0.70% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.15% | -0.69% | -3.26% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.11% | -0.16% | -8.14% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.35% | -0.24% | +3.21% | |
| 10 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.74% | -1.85% | EXIT | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.41% | — | +1.86% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.92% | -0.02% | -3.56% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +1.22% | NEW | |
| 14 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.79% | — | +53.70% | |
| 15 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.67% | -0.34% | — | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.39% | -0.90% | +20.25% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.34% | — | +6.87% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.31% | -0.53% | +1.88% | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.22% | — | -6.59% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.15% | -0.03% | -3.78% | |
| 21 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.10% | -0.04% | -1.24% | |
| 22 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.98% | — | -8.35% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.96% | — | — | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.95% | -0.57% | +484.05% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.14% | +1.41% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | — | -13.34% | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.79% | -0.27% | +25.42% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.77% | +1.76% | NEW | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | — | -7.94% | |
| 31 | PAVE | Global X US Infrastructure | ETF-Other | 0.63% | — | -18.98% | |
| 32 | URA | Global X Uranium ETF | ETF-Other | 0.62% | — | +18.65% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | — | +18.90% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.13% | +8.10% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | — | -10.95% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | — | -9.22% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | — | +1.88% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | — | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | — | -9.82% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | — | +23.43% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.39% | — | -0.60% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.14% | -24.51% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.31% | — | -34.67% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | — | -2.29% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.28% | — | — | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.27% | — | -42.55% | |
| 47 | IXC | Ishares Global Energy ETF | ETF-Other | 0.24% | — | +37.53% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | — | -27.68% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.20% | — | -33.95% |
According to official SEC Form 13F filings, Legacy PCG, LLC reported a total U.S. public equity portfolio value of $20.7M across 58 disclosed positions in Q4 2024.
During Q4 2024, Legacy PCG, LLC's top holdings by market value included VOO (22.2%)、BND (7.8%)、AGG (7.4%). The largest single position, VOO, represented 22.2% of total portfolio value.
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In Q4 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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