LF
| |
Legacy Financial Strategies, LLC13F | |
| Legacy Financial Strategies, LLC | |
| Last update 2025-04-09 | 119 Stocks (8 new) |
| Value $459.00 Mil | Turnover 4 % |
Legacy Financial Strategies, L... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
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| 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)
Legacy Financial Strategies, LLC's Asset Allocation
Legacy Financial Strategies, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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 % |
|---|
Legacy Financial Strategies, LLC's Holdings Heat Map
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Legacy Financial Strategies, LLC's Holdings Bubble Chart
Legacy Financial Strategies, LLC News
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