LF

Legacy Financial Strategies, LLC

13F
Legacy Financial Strategies, LLC
Last update 2025-04-09 119 Stocks (8 new)
Value $459.00 Mil Turnover 4 %
Countries:
Legacy Financial Strategies, L... 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
SCHG
Schwab U.S. Large-Cap Growth ETF
2,869,487
71,851.9
+4.37%
15.670
+0.66%
0.210
+29.33%
+4.98%
44,242.4
 
SCHB
Schwab U.S. Broad Market ETF
2,484,443
53,490.1
+4.63%
11.660
+0.52%
0.170
+23.99%
+6.22%
34,495.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
397,134
39,284.5
+0.97%
8.570
+0.08%
0.030
+0.90%
+3.25%
127,801.9
 
DGRO
iShares Core Dividend Growth ETF
555,757
34,334.6
+2.10%
7.490
+0.15%
0.110
+16.40%
+6.71%
32,418.7
 
AVLV
Avantis U.S. Large Cap Value ETF
507,542
33,096.8
+4.14%
7.220
+0.29%
0.530
+19.58%
+4.31%
7,709.3
 
IGM
iShares Expanded Tech Sector ETF
259,316
23,512.2
+2.45%
5.130
+0.12%
0.450
+38.75%
+10.37%
6,657.5
 
IJR
iShares Core S&P Small-Cap ETF
160,719
16,806.4
+3.31%
3.660
+0.12%
0.020
+19.54%
-2.87%
80,180.9
 
VTI
Vanguard Total Stock Market ETF
55,515
15,257.8
+2.09%
3.330
+0.07%
0.000
+23.77%
+6.14%
469,536.3
 
SCHD
Schwab US Dividend Equity ETF
473,385
13,235.8
-3.46%
2.890
-0.10%
0.020
+9.57%
+0.92%
70,495.4
 
MUB
iShares National Muni Bond ETF
67,868
7,156.1
+2.18%
1.560
+0.03%
0.020
+1.27%
-0.56%
38,525.9
 

Legacy Financial Strategies, LLC's Historical Top Holdings Breakdowns

Legacy Financial Strategies, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+0.66%
24.91 ($27.39) 29.02
$29.20
6.61%
Add 4.37%
2,869,487
120,044
EXPD
Expeditors International of Washington Inc
Expeditors International of Washington Inc
2025-03-31
New Buy
New Buy
+0.54%
109.09 ($115.1) 126.48
$116.17
0.93%
New holding
20,722
20,722
CAT
Caterpillar Inc
2025-03-31
Reduce
Reduce
-0.53%
326.75 ($356.21) 407.63
$391.51
9.91%
Reduce -63.46%
3,893
-6,760
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.52%
21.23 ($22.75) 23.75
$23.97
5.36%
Add 4.63%
2,484,443
109,858
WMT
Walmart Inc
2025-03-31
Add
Add
+0.46%
84.5 ($93.81) 105.05
$99.35
5.91%
Add 232.72%
34,636
24,226
TGT
Target Corp
2025-03-31
Sold Out
Sold Out
-0.45%
103.65 ($124.98) 142.5
$101.60
-18.71%
Sold Out
0
-15,210
AVLV
Avantis U.S. Large Cap Value ETF
2025-03-31
Add
Add
+0.29%
63.51 ($67.8) 70.42
$69.08
1.89%
Add 4.14%
507,542
20,160
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+0.19%
56.17 ($58.26) 59.71
$56.71
-2.66%
Add 84.77%
33,914
15,559
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Add
Add
+0.15%
60.46 ($62.66) 64.42
$64.79
3.40%
Add 2.1%
555,757
11,412
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.13%
84.96 ($93.96) 100.71
$93.69
-0.29%
Reduce -21.03%
23,857
-6,352

Legacy Financial Strategies, LLC Total Holding History ($B)

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Legacy Financial Strategies, LLC's Asset Allocation

To

Legacy Financial Strategies, LLC Past Portfolios

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

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Legacy Financial Strategies, LLC's Hypothetical Growth since 2025-03-31

Legacy Financial Strategies, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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