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
+1.03%
+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)

To

Legacy Advisory Services, LLC's Asset Allocation

To

Legacy Advisory Services, LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Legacy Advisory Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Advisory Services, LLC's Holdings Heat Map

Size field:

Legacy Advisory Services, LLC's Holdings Bubble Chart

Legacy Advisory Services, LLC News

  • 1

Discussions on Legacy Advisory Services, LLC

No discussions yet.