LF

Legacy Financial Group LLC

13F
Legacy Financial Group LLC
Last update 2024-10-15 56 Stocks (1 new)
Value $520.00 Mil Turnover 9 %
Countries:
Portfolio Report
Legacy Financial Group LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IUSG
ISHARES TRUST
492,993
65030.700
+0.16%
12.510
+0.02%
0.330
+9.68%
+29.50%
20154.821
 
SDY
SPDR Dividend ETF
374,280
53162.770
+0.78%
10.230
+0.08%
0.250
+3.19%
+11.21%
21090.723
 
VOO
Vanguard S&P 500 ETF
69,730
36794.270
-6.04%
7.080
-0.44%
0.010
+7.04%
+22.06%
489672.512
 
VB
Vanguard Small Cap ETF
143,141
33954.500
+1.20%
6.530
+0.08%
0.060
+3.07%
+12.06%
59476.720
 
IUSB
iShares Core Total USD Bond Market ETF
597,797
28168.190
+14.90%
5.420
+0.70%
0.080
+0.02%
-0.39%
33149.845
 
VEA
Vanguard FTSE Developed Markets ETF
334,250
17651.760
+11.16%
3.400
+0.34%
0.010
+0.58%
+5.34%
137327.215
 
IGIB
iShares Intermediate Credit Bond ETF
321,607
17276.730
+1.55%
3.320
+0.05%
0.120
+0.38%
+0.62%
14435.519
 
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bon
720,672
16903.370
+1.78%
3.250
+0.06%
2.260
+0.73%
+1.04%
759.525
 
EMXC
iShares MSCI Emerging Markets ex China ETF
270,479
16529.000
+329.35%
3.180
+2.44%
0.100
+0.87%
+7.18%
16848.375
 
IVW
iShares S&P 500 Growth ETF
165,940
15888.760
+0.40%
3.060
+0.01%
0.030
+10.18%
+30.40%
54614.657
 

Legacy Financial Group LLC's Historical Top Holdings Breakdowns

Legacy Financial Group 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
BINC
iShares Flexible Income Active ETF2024-09-30Add
+2.56%
51.91 ($52.89) 53.55
$52.76
-0.25%
Add 664.33%
285,317
247,988
EMXC
iShares MSCI Emerging Markets ex China ETF2024-09-30Add
+2.44%
56.04 ($60.04) 62.99
$59.39
-1.08%
Add 329.35%
270,479
207,481
TIP
iShares TIPS Bond ETF2024-09-30Reduce
-2.16%
105.92 ($108.65) 110.83
$108.43
-0.20%
Reduce -90.5%
10,801
-102,886
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund2024-09-30Reduce
-1.60%
29.23 ($31.07) 33.51
$32.20
3.64%
Reduce -86.87%
40,018
-264,671
IEMG
iShares Core MSCI Emerging Markets ETF2024-09-30Sold Out
-0.80%
50.72 ($54.13) 58.37
$55.87
3.21%
Sold Out
0
-76,187
MSFT
Microsoft Corp2024-09-30Sold Out
-0.76%
395.15 ($427.47) 467.56
$432.53
1.18%
Sold Out
0
-8,652
IUSB
iShares Core Total USD Bond Market ETF2024-09-30Add
+0.70%
44.83 ($46.4) 47.42
$45.89
-1.10%
Add 14.9%
597,797
77,543
CASY
Casey's General Stores Inc2024-09-30Sold Out
-0.68%
354.52 ($373.94) 391.16
$398.46
6.56%
Sold Out
0
-9,098
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF2024-09-30Add
+0.57%
41.95 ($42.73) 43.43
$43.03
0.70%
Add 41.31%
232,350
67,924
VOO
Vanguard S&P 500 ETF2024-09-30Reduce
-0.44%
496.64 ($516.09) 527.7
$533.16
3.31%
Reduce -6.04%
69,730
-4,480

Legacy Financial Group LLC Total Holding History ($B)

To

Legacy Financial Group LLC's Asset Allocation

To

Legacy Financial Group LLC Past Portfolios

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

Top Ranked Articles

  • 1

Legacy Financial Group LLC's Hypothetical Growth since 2024-09-30

Legacy Financial Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Financial Group LLC's Holdings Heat Map

Size field:

Legacy Financial Group LLC's Holdings Bubble Chart

Legacy Financial Group LLC News

  • 1

Discussions on Legacy Financial Group LLC

No discussions yet.