LA

Legacy Advisory Services, LLC

13F
Legacy Advisory Services, LLC
Last update 2025-05-19 50 Stocks (0 new)
Value $118.00 Mil Turnover 0 %
Countries:
Legacy Advisory Services, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHV
iShares Short Treasury Bond ETF
235,605
26,024.9
0%
21.980
0%
0.120
+1.00%
+2.27%
20,773.6
 
SPLG
SPDR Portfolio S&P 500 ETF
253,044
16,640.3
0%
14.050
0%
0.030
+23.05%
+8.26%
77,334.9
 
TLT
iShares 20+ Year Treasury Bond ETF
125,436
11,418.5
0%
9.640
0%
0.020
+1.59%
+1.07%
47,744.6
 
USMV
iShares MSCI USA Min Vol Factor ETF
106,270
9,953.3
0%
8.400
0%
0.040
+5.99%
+5.66%
23,606.3
 
QUAL
iShares MSCI USA Quality Factor ETF
38,907
6,648.8
0%
5.610
0%
0.010
+17.33%
+4.25%
53,340.1
 
SGOV
iShares 0-3 Month Treasury Bond ETF
57,025
5,740.7
0%
4.850
0%
0.010
+1.07%
+2.36%
51,007.6
 
IWX
iShares Russell Top 200 Value ETF
68,771
5,651.7
0%
4.770
0%
0.210
+12.49%
+7.88%
2,760.9
 
MGC
Vanguard Mega Cap 300 Index ETF
21,179
4,265.1
0%
3.600
0%
0.070
+24.44%
+8.60%
6,904.5
 
IVV
iShares Core S&P 500 ETF
6,967
3,914.8
0%
3.310
0%
0.000
+23.07%
+8.29%
637,406.4
 
IWM
iShares Russell 2000 ETF
18,106
3,612.0
0%
3.050
0%
0.010
+23.01%
+1.96%
67,101.5
 

Legacy Advisory Services, LLC's Historical Top Holdings Breakdowns

Legacy Advisory Services, LLC Total Holding History ($B)

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Legacy Advisory Services, LLC's Asset Allocation

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Legacy Advisory Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Legacy Advisory Services, LLC's Hypothetical Growth since 2025-03-31

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