Legacy Financial Strategies, LLC Buys Schwab US Dividend Equity, PPG Industries Inc, McCormick Inc, Sells PIMCO Enhanced Short Maturity Active Exchange-Trad, FlexShares Global Upstream Natural Resources Index, Abbott Laboratories

Investment company Legacy Financial Strategies, LLC (Current Portfolio) buys Schwab US Dividend Equity, PPG Industries Inc, McCormick Inc, Automatic Data Processing Inc, Under Armour Inc, sells PIMCO Enhanced Short Maturity Active Exchange-Trad, FlexShares Global Upstream Natural Resources Index, Abbott Laboratories, Archer-Daniels Midland Co, Cardinal Health Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Legacy Financial Strategies, LLC. As of 2019Q2, Legacy Financial Strategies, LLC owns 55 stocks with a total value of $107 million. These are the details of the buys and sells.

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/portfolioportfolio

These are the top 5 holdings of Legacy Financial Strategies, LLC
  1. Schwab U.S. Broad Market (SCHB) - 278,823 shares, 18.80% of the total portfolio. Shares added by 11.16%
  2. Schwab US Dividend Equity (SCHD) - 370,301 shares, 18.63% of the total portfolio. Shares added by 53.04%
  3. Vanguard FTSE Developed Markets (VEA) - 295,753 shares, 11.57% of the total portfolio. Shares added by 5.68%
  4. Vanguard Total Stock Market (VTI) - 55,831 shares, 8.01% of the total portfolio. Shares reduced by 1.77%
  5. iShares Core S&P Small-Cap (IJR) - 95,344 shares, 6.95% of the total portfolio. Shares reduced by 0.7%
New Purchase: PPG Industries Inc (PPG)

Legacy Financial Strategies, LLC initiated holding in PPG Industries Inc. The purchase prices were between $104.65 and $119.86, with an estimated average price of $114. The stock is now traded at around $117.70. The impact to a portfolio due to this purchase was 0.76%. The holding were 6,963 shares as of .

New Purchase: McCormick & Co Inc (MKC)

Legacy Financial Strategies, LLC initiated holding in McCormick & Co Inc. The purchase prices were between $150.35 and $157.8, with an estimated average price of $154.21. The stock is now traded at around $159.88. The impact to a portfolio due to this purchase was 0.7%. The holding were 4,778 shares as of .

New Purchase: Automatic Data Processing Inc (ADP)

Legacy Financial Strategies, LLC initiated holding in Automatic Data Processing Inc. The purchase prices were between $156 and $169.61, with an estimated average price of $162.47. The stock is now traded at around $165.01. The impact to a portfolio due to this purchase was 0.69%. The holding were 4,457 shares as of .

New Purchase: Under Armour Inc (UAA)

Legacy Financial Strategies, LLC initiated holding in Under Armour Inc. The purchase prices were between $20.72 and $27.27, with an estimated average price of $23.41. The stock is now traded at around $27.51. The impact to a portfolio due to this purchase was 0.22%. The holding were 8,971 shares as of .

New Purchase: Exact Sciences Corp (EXAS)

Legacy Financial Strategies, LLC initiated holding in Exact Sciences Corp. The purchase prices were between $89.51 and $118.04, with an estimated average price of $100.57. The stock is now traded at around $116.19. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,850 shares as of .

New Purchase: Microsoft Corp (MSFT)

Legacy Financial Strategies, LLC initiated holding in Microsoft Corp. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $138.90. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,528 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Legacy Financial Strategies, LLC added to a holding in Schwab US Dividend Equity by 53.04%. The purchase prices were between $49.86 and $54.6, with an estimated average price of $52.77. The stock is now traded at around $54.15. The impact to a portfolio due to this purchase was 6.46%. The holding were 370,301 shares as of .

Added: MainStay MacKay DefinedTerm Municipal Opportunitie (MMD)

Legacy Financial Strategies, LLC added to a holding in MainStay MacKay DefinedTerm Municipal Opportunitie by 39.02%. The purchase prices were between $20.1 and $20.95, with an estimated average price of $20.44. The stock is now traded at around $20.63. The impact to a portfolio due to this purchase was 0.12%. The holding were 21,719 shares as of .

Sold Out: Abbott Laboratories (ABT)

Legacy Financial Strategies, LLC sold out a holding in Abbott Laboratories. The sale prices were between $72.88 and $85, with an estimated average price of $78.62.

Sold Out: Archer-Daniels Midland Co (ADM)

Legacy Financial Strategies, LLC sold out a holding in Archer-Daniels Midland Co. The sale prices were between $38.32 and $44.6, with an estimated average price of $41.39.

Sold Out: Cardinal Health Inc (CAH)

Legacy Financial Strategies, LLC sold out a holding in Cardinal Health Inc. The sale prices were between $42.07 and $50.14, with an estimated average price of $46.12.

Sold Out: IQ Hedge MultiIQ Hedge Multi-Strategy Tracker (QAI)

Legacy Financial Strategies, LLC sold out a holding in IQ Hedge MultiIQ Hedge Multi-Strategy Tracker. The sale prices were between $29.87 and $30.42, with an estimated average price of $30.15.



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