- New Purchases: NVDA, SYK,
- Added Positions: SCHG, SCHD, SCHB, IGM, IJR, MUB, DGRO, PPG, MKC, HRL, ATO, APD, FHLC, SPHB, ABBV, SHW, ROP, ABT, PEP, MDT, AOS, AFL, ADP, LOW, ITW, GD, BEN, CTAS, NEE, VEA, SPY, SPGI, MMD, TROW, NOBL, MSFT, MINT, BOND,
- Reduced Positions: KSU, GUNR, JNJ, ORLY, MNA,
- Sold Out: EXAS, PG,
For the details of Legacy Financial Strategies, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+financial+strategies%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Legacy Financial Strategies, LLC- Schwab US Dividend Equity ETF (SCHD) - 495,694 shares, 17.31% of the total portfolio. Shares added by 2.22%
- Schwab U.S. Large-Cap Growth ETF (SCHG) - 210,289 shares, 14.65% of the total portfolio. Shares added by 3.10%
- Schwab U.S. Broad Market ETF (SCHB) - 223,940 shares, 10.94% of the total portfolio. Shares added by 2.92%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 151,049 shares, 8.16% of the total portfolio. Shares added by 0.78%
- Vanguard Total Stock Market ETF (VTI) - 53,600 shares, 5.60% of the total portfolio. Shares added by 0.63%
Legacy Financial Strategies, LLC initiated holding in NVIDIA Corp. The purchase prices were between $181.61 and $228.43, with an estimated average price of $207.92. The stock is now traded at around $302.000000. The impact to a portfolio due to this purchase was 0.1%. The holding were 992 shares as of 2021-09-30.
New Purchase: Stryker Corp (SYK)Legacy Financial Strategies, LLC initiated holding in Stryker Corp. The purchase prices were between $248.9 and $280.09, with an estimated average price of $267.47. The stock is now traded at around $262.870000. The impact to a portfolio due to this purchase was 0.1%. The holding were 765 shares as of 2021-09-30.
Added: Invesco S&P 500 High Beta ETF (SPHB)Legacy Financial Strategies, LLC added to a holding in Invesco S&P 500 High Beta ETF by 34.74%. The purchase prices were between $68.02 and $76.39, with an estimated average price of $73.47. The stock is now traded at around $81.630000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,995 shares as of 2021-09-30.
Sold Out: Exact Sciences Corp (EXAS)Legacy Financial Strategies, LLC sold out a holding in Exact Sciences Corp. The sale prices were between $90.24 and $124.05, with an estimated average price of $105.88.
Sold Out: Procter & Gamble Co (PG)Legacy Financial Strategies, LLC sold out a holding in Procter & Gamble Co. The sale prices were between $135.24 and $145.68, with an estimated average price of $141.69.
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