ML

My Legacy Advisors, LLC

13F
My Legacy Advisors, LLC
Last update 2025-04-15 205 Stocks (12 new)
Value $259.00 Mil Turnover 6 %
Countries:
Top Holdings: IUSB(4.54%)IVV(3.46%)AAPL(3.28%)MSFT(2.80%)HYG(2.76%)
Summary Stock Picks Current Portfolio
My Legacy Advisors, 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
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
255,435
11,770.5
+3.46%
4.540
+0.15%
0.040
+0.39%
+3.69%
32,811.1
 
IVV
iShares Core S&P 500 ETF
15,934
8,953.0
-3.87%
3.460
-0.15%
0.000
+16.68%
+7.37%
623,772.3
 
AAPL
Apple Inc
38,248
8,495.9
+3.90%
3.280
+0.12%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
19,322
7,253.3
+0.85%
2.800
+0.02%
0.000
+33.94%
+18.80%
3,707,650.2
Software
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
90,707
7,155.9
+2.78%
2.760
+0.07%
0.050
+4.72%
+5.15%
17,777.6
 
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
164,598
6,998.7
+4.94%
2.700
+0.13%
0.110
+4.52%
+4.53%
6,553.5
 
SPLG
SPDR Portfolio S&P 500 ETF
102,802
6,760.3
-7.51%
2.610
-0.23%
0.010
+16.68%
+7.38%
72,719.7
 
QUAL
iShares MSCI USA Quality Factor ETF
28,277
4,832.2
+13.08%
1.860
+0.22%
0.010
+12.61%
+4.33%
53,585.8
 
IVW
iShares S&P 500 Growth ETF
50,984
4,732.9
+1.77%
1.830
+0.03%
0.010
+24.45%
+9.38%
61,026.0
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
86,563
4,220.8
+0.48%
1.630
+0.01%
0.030
+18.04%
+8.19%
19,302.3
 

My Legacy Advisors, LLC's Historical Top Holdings Breakdowns

My Legacy Advisors, 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
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.58%
●
96.1 ($101.94) 106.32
$111.41
9.29%
Reduce -38.39%
24,571
-15,311
XTEN
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
2025-03-31
New Buy
New Buy
+0.49%
●
43.99 ($45.54) 46.79
$45.61
0.15%
New holding
27,426
27,426
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.44%
●
85.29 ($89.02) 92.57
$86.97
-2.30%
Reduce -81.51%
2,986
-13,166
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.38%
●
185.78 ($193.5) 198.58
$198.67
2.67%
Add 45.37%
16,565
5,170
XLG
Invesco S&P 500 Top 50 ETF
2025-03-31
New Buy
New Buy
+0.33%
●
45.72 ($49.35) 51.73
$52.61
6.61%
New holding
18,385
18,385
IAU
iShares Gold Trust
2025-03-31
New Buy
New Buy
+0.30%
●
49.74 ($54.09) 58.96
$62.87
16.23%
New holding
13,358
13,358
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.29%
●
50.83 ($53.83) 55.94
$60.62
12.61%
Add 91.82%
28,903
13,835
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.26%
●
104.71 ($106.35) 107.68
$104.27
-1.96%
Reduce -16.16%
32,487
-6,261
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-0.25%
●
51.88 ($56.57) 60.73
$63.95
13.05%
Reduce -17.39%
56,632
-11,921
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.24%
●
97.25 ($101.36) 104.79
$100.29
-1.06%
Add 92.17%
12,743
6,112

My Legacy Advisors, LLC Total Holding History ($B)

To

My Legacy Advisors, LLC's Asset Allocation

To

My Legacy Advisors, LLC Past Portfolios

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

Top Ranked Articles

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My Legacy Advisors, LLC's Hypothetical Growth since 2025-03-31

My Legacy Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

My Legacy Advisors, LLC's Holdings Heat Map

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My Legacy Advisors, LLC's Holdings Bubble Chart

My Legacy Advisors, LLC News

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