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:
Top Holdings: IUSG(12.51%)SDY(10.23%)VOO(7.08%)VB(6.53%)IUSB(5.42%)
Portfolio Report
Summary Stock Picks Current Portfolio
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.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.