LA
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Legacy Advisory Services, LLC13F | |
Legacy Advisory Services, LLC | |
Last update 2025-05-19 | 50 Stocks (0 new) |
Value $118.00 Mil | Turnover 0 % |
Legacy Advisory Services, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 235,605 | 26,024.9 | 0% | 21.980 | 0% | 0.120 | +1.03% | +2.09% | 20,617.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 253,044 | 16,640.3 | 0% | 14.050 | 0% | 0.030 | +16.68% | +7.38% | 72,719.7 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 125,436 | 11,418.5 | 0% | 9.640 | 0% | 0.020 | -4.26% | +1.74% | 48,373.3 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 106,270 | 9,953.3 | 0% | 8.400 | 0% | 0.040 | +1.95% | +6.79% | 23,944.1 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 38,907 | 6,648.8 | 0% | 5.610 | 0% | 0.010 | +12.61% | +4.33% | 53,585.8 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 57,025 | 5,740.7 | 0% | 4.850 | 0% | 0.010 | +1.08% | +2.17% | 49,722.2 | ||
IWX | iShares Russell Top 200 Value ETF | 68,771 | 5,651.7 | 0% | 4.770 | 0% | 0.210 | +7.96% | +8.90% | 2,799.8 | ||
MGC | Vanguard Mega Cap 300 Index ETF | 21,179 | 4,265.1 | 0% | 3.600 | 0% | 0.070 | +17.69% | +7.50% | 6,299.4 | ||
IVV | iShares Core S&P 500 ETF | 6,967 | 3,914.8 | 0% | 3.310 | 0% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
IWM | iShares Russell 2000 ETF | 18,106 | 3,612.0 | 0% | 3.050 | 0% | 0.010 | +17.95% | +1.47% | 66,253.5 |
Legacy Advisory Services, LLC's Historical Top Holdings Breakdowns
Legacy Advisory Services, LLC Total Holding History ($B)
Legacy Advisory Services, LLC's Asset Allocation
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
Legacy Advisory Services, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Legacy Advisory Services, LLC's Holdings Heat Map
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Legacy Advisory Services, LLC's Holdings Bubble Chart
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