ML
| |
My Legacy Advisors, LLC13F | |
| My Legacy Advisors, LLC | |
| Last update 2025-07-11 | 206 Stocks (22 new) |
| Value $281.00 Mil | Turnover 11 % |
My Legacy Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 247,280 | 11,350.1 | -3.19% | 4.040 | -0.14% | 0.030 | +2.43% | +3.31% | 32,689.6 | ||
MSFT | Microsoft Corp | 19,776 | 9,917.4 | +2.35% | 3.530 | +0.08% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
IVV | iShares Core S&P 500 ETF | 14,381 | 9,043.4 | -9.75% | 3.220 | -0.34% | 0.000 | +17.02% | +7.08% | 622,054.4 | ||
AAPL | Apple Inc | 39,178 | 8,321.8 | +2.43% | 2.960 | +0.07% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 95,631 | 7,662.9 | +5.43% | 2.730 | +0.14% | 0.040 | +5.82% | +4.71% | 17,702.4 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 171,103 | 7,335.2 | +3.95% | 2.610 | +0.10% | 0.110 | +5.42% | +4.11% | 6,527.5 | ||
NVDA | NVIDIA Corp | 38,703 | 6,351.2 | +6.00% | 2.260 | +0.13% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
QUAL | iShares MSCI USA Quality Factor ETF | 29,212 | 5,402.1 | +3.31% | 1.920 | +0.06% | 0.010 | +12.73% | +3.71% | 53,264.3 | ||
IVW | iShares S&P 500 Growth ETF | 45,212 | 5,017.2 | -11.32% | 1.790 | -0.21% | 0.010 | +22.61% | +9.28% | 60,970.9 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 90,399 | 4,968.3 | +4.43% | 1.770 | +0.08% | 0.030 | +17.88% | +7.74% | 19,221.7 |
My Legacy Advisors, LLC's Historical Top Holdings Breakdowns
My Legacy Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Reduce Reduce | -1.18% | 58.41 ($67.22) 72.69 | $73.35 | 9.12% | Reduce -45.37% | 56,158 | -46,644 | |
BTHM | BLACKROCK ETF TRUS | 2025-06-30 | Add Add | +0.64% | 28.66 ($32.91) 35.58 | $33.22 | 0.95% | Add 450.08% | 61,477 | 50,301 | |
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2025-06-30 | New Buy New Buy | +0.64% | 49.99 ($50.66) 51.09 | $50.88 | 0.43% | New holding | 35,397 | 35,397 | |
XTEN |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
| 2025-06-30 | Add Add | +0.54% | 44.54 ($45.6) 47.18 | $45.26 | -0.75% | Add 121.48% | 60,744 | 33,318 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-06-30 | Reduce Reduce | -0.53% | 50.08 ($58.16) 63.14 | $63.27 | 8.79% | Reduce -78.72% | 6,665 | -24,659 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | Add Add | +0.52% | 47.74 ($55.77) 60.03 | $60.06 | 7.69% | Add 83.4% | 53,007 | 24,104 | |
IWM | iShares Russell 2000 ETF | 2025-06-30 | Add Add | +0.49% | 174.82 ($201.21) 215.79 | $221.70 | 10.18% | Add 339.1% | 7,974 | 6,158 | |
EFV | iShares MSCI EAFE Value ETF | 2025-06-30 | Add Add | +0.47% | 52.4 ($61.15) 64.65 | $63.64 | 4.07% | Add 36.25% | 77,161 | 20,529 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Add Add | +0.39% | 48.13 ($48.86) 49.85 | $48.82 | -0.08% | Add 30.49% | 95,148 | 22,231 | |
IWR | iShares Russell Mid-Cap ETF | 2025-06-30 | New Buy New Buy | +0.37% | 74.88 ($86.36) 91.97 | $93.16 | 7.87% | New holding | 11,066 | 11,066 |
My Legacy Advisors, LLC Total Holding History ($B)
My Legacy Advisors, LLC's Asset Allocation
My Legacy Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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My Legacy Advisors, LLC's Hypothetical Growth since 2025-06-30
My Legacy Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
My Legacy Advisors, LLC's Holdings Heat Map
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My Legacy Advisors, LLC's Holdings Bubble Chart
My Legacy Advisors, LLC News
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