LF
| |
Legacy Financial Strategies, LLC13F | |
| Legacy Financial Strategies, LLC | |
| Last update 2025-07-10 | 127 Stocks (12 new) |
| Value $510.00 Mil | Turnover 5 % |
Legacy Financial Strategies, L... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2,959,493 | 86,446.8 | +3.14% | 16.960 | +0.52% | 0.200 | +25.66% | +6.92% | 45,305.9 | ||
SCHB | Schwab U.S. Broad Market ETF | 2,545,750 | 60,665.2 | +2.47% | 11.900 | +0.29% | 0.180 | +20.01% | +7.37% | 34,940.9 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 399,164 | 39,597.1 | +0.51% | 7.770 | +0.04% | 0.030 | +1.23% | +3.24% | 127,979.5 | ||
DGRO | iShares Core Dividend Growth ETF | 573,454 | 36,666.7 | +3.18% | 7.190 | +0.22% | 0.110 | +11.81% | +6.66% | 32,435.0 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 500,782 | 34,158.4 | -1.33% | 6.700 | -0.10% | 0.450 | +14.51% | +4.21% | 7,701.5 | ||
IGM | iShares Expanded Tech Sector ETF | 273,334 | 30,706.4 | +5.41% | 6.030 | +0.31% | 0.460 | +34.64% | +12.20% | 6,853.6 | ||
IJR | iShares Core S&P Small-Cap ETF | 161,857 | 17,689.3 | +0.71% | 3.470 | +0.02% | 0.020 | +16.59% | -2.25% | 81,337.5 | ||
VTI | Vanguard Total Stock Market ETF | 57,533 | 17,486.0 | +3.64% | 3.430 | +0.12% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
SCHD | Schwab US Dividend Equity ETF | 473,201 | 12,539.8 | -0.04% | 2.460 | 0% | 0.020 | +7.34% | +0.77% | 70,469.5 | ||
NVDA | NVIDIA Corp | 49,470 | 7,815.7 | +4.53% | 1.530 | +0.07% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JKHY | Jack Henry & Associates Inc | 2025-06-30 | New Buy New Buy | +0.73% | 163.54 ($177.65) 186.02 | $178.64 | 0.56% | New holding | 20,640 | 20,640 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | Add Add | +0.52% | 22.27 ($26.42) 29.21 | $29.74 | 12.57% | Add 3.14% | 2,959,493 | 90,006 | |
APD | Air Products and Chemicals Inc | 2025-06-30 | Reduce Reduce | -0.50% | 248.61 ($273.95) 294.96 | $295.31 | 7.80% | Reduce -77.86% | 2,202 | -7,746 | |
GWW | W.W. Grainger Inc | 2025-06-30 | New Buy New Buy | +0.49% | 919.93 ($1038.26) 1101.66 | $1,028.35 | -0.95% | New holding | 2,411 | 2,411 | |
FDS | FactSet Research Systems Inc | 2025-06-30 | New Buy New Buy | +0.48% | 398.85 ($438.31) 473.32 | $432.32 | -1.37% | New holding | 5,513 | 5,513 | |
TROW | T. Rowe Price Group Inc | 2025-06-30 | Reduce Reduce | -0.39% | 80.27 ($91.83) 98.06 | $105.77 | 15.18% | Reduce -87.79% | 2,687 | -19,317 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Reduce Reduce | -0.36% | 75.17 ($86.2) 91.21 | $93.77 | 8.78% | Reduce -79.49% | 4,893 | -18,964 | |
IGM | iShares Expanded Tech Sector ETF | 2025-06-30 | Add Add | +0.31% | 79.8 ($98.1) 112.34 | $114.42 | 16.64% | Add 5.41% | 273,334 | 14,018 | |
XLP | Consumer Staples Select Sector SPDR | 2025-06-30 | New Buy New Buy | +0.31% | 76.35 ($81.14) 82.88 | $80.89 | -0.31% | New holding | 19,664 | 19,664 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-06-30 | Add Add | +0.29% | 19.1 ($22.02) 23.83 | $24.23 | 10.04% | Add 2.47% | 2,545,750 | 61,307 |
Legacy Financial Strategies, LLC Total Holding History ($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 |
|---|---|---|---|---|
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Legacy Financial Strategies, LLC's Hypothetical Growth since 2025-06-30
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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