LP

Legacy Private Trust Co.

13F
Legacy Private Trust Co.
Last update 2025-01-08 237 Stocks (14 new)
Value $1.53 Bil Turnover 8 %
Countries:
Top Holdings: IVV(11.56%)VTI(9.74%)SPTM(4.17%)VXF(3.83%)VEA(3.27%)
Portfolio Report
Summary Stock Picks Current Portfolio
Legacy Private Trust Co. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
299,960
176580.450
-1.70%
11.560
-0.20%
0.030
+0.31%
-0.76%
581431.011
 
VTI 		Vanguard Total Stock Market ETF
513,619
148851.930
+2.65%
9.740
+0.25%
0.030
+0.58%
-0.70%
437528.970
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
891,773
63699.340
+43.16%
4.170
+1.26%
0.650
+0.24%
-0.76%
9665.867
 
VXF 		Vanguard Extended Market Index ETF
308,235
58558.480
+3.73%
3.830
+0.14%
0.300
+2.52%
-0.36%
20252.248
 
VEA 		Vanguard FTSE Developed Markets ETF
1,043,812
49915.090
+1.19%
3.270
+0.04%
0.040
-8.83%
-0.88%
137058.789
 
AAPL 		Apple Inc
192,391
48178.550
+6.99%
3.150
+0.21%
0.000
+3.08%
-6.44%
3524877.666
Hardware
NVDA 		NVIDIA Corp
293,360
39395.320
-4.58%
2.580
-0.12%
0.000
-1.22%
-0.85%
3262802.700
Semiconductors
SCHB 		Schwab U.S. Broad Market ETF
1,470,532
33381.080
+209.98%
2.180
+1.48%
0.100
+0.63%
-0.70%
32404.631
 
MSFT 		Microsoft Corp
75,174
31685.840
+8.98%
2.070
+0.17%
0.000
+0.48%
-0.95%
3101757.911
Software
AGG 		iShares Core U.S. Aggregate Bond ETF
307,615
29807.890
-2.31%
1.950
-0.05%
0.020
-3.67%
-1.08%
118633.237
 

Legacy Private Trust Co.'s Historical Top Holdings Breakdowns

Legacy Private Trust Co.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2023-12-31Add
+2.15%
●
203.12 ($221.08) 238.25
$287.80
30.18%
Add 31.98%
470,033
113,902
VEA 		Vanguard FTSE Developed Markets ETF2023-03-31Add
+1.94%
●
42.04 ($44.41) 46
$47.34
6.59%
Add 80.63%
1,128,306
503,668
BND 		Vanguard Total Bond Market ETF2023-09-30Add
+1.93%
●
69.63 ($71.39) 72.91
$71.23
-0.23%
Add 94.3%
660,962
320,782
BND 		Vanguard Total Bond Market ETF2023-06-30Reduce
-1.70%
●
72.05 ($73.07) 74.09
$71.23
-2.52%
Reduce -44.3%
340,180
-270,543
BND 		Vanguard Total Bond Market ETF2023-03-31Add
+1.68%
●
71.15 ($72.83) 74.22
$71.23
-2.20%
Add 78.1%
610,723
267,805
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2023-09-30Reduce
-1.58%
●
93.72 ($98.27) 101.39
$127.72
29.97%
Reduce -45.75%
231,622
-195,326
BND 		Vanguard Total Bond Market ETF2024-06-30Reduce
-1.56%
●
70.55 ($71.62) 72.66
$71.23
-0.55%
Reduce -49.67%
297,825
-293,877
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+1.55%
●
255.18 ($272.76) 283.2
$287.80
5.51%
Add 19.5%
500,350
81,648
BND 		Vanguard Total Bond Market ETF2024-12-31Reduce
-1.48%
●
71.75 ($73.08) 74.97
$71.23
-2.53%
Reduce -96.96%
9,223
-294,124
SCHB 		Schwab U.S. Broad Market ETF2024-12-31Add
+1.48%
●
21.91 ($22.85) 23.7
$22.54
-1.36%
Add 209.98%
1,470,532
996,131

Legacy Private Trust Co. Total Holding History ($B)

To

Legacy Private Trust Co.'s Asset Allocation

To

Legacy Private Trust Co. Past Portfolios

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

Top Ranked Articles

  • 1

Legacy Private Trust Co.'s Hypothetical Growth since 2024-12-31

Legacy Private Trust Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Private Trust Co.'s Holdings Heat Map

Size field:

Legacy Private Trust Co.'s Holdings Bubble Chart

Legacy Private Trust Co. News

  • 1

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