Legacy Financial Group

Legacy Financial Group as of Dec. 31, 2021

Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 34 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 16.1 $38M 336k 111.90
Spdr Ser Tr S&p Divid Etf (SDY) 15.1 $35M 270k 130.25
Vanguard Index Fds Small Cp Etf (VB) 11.2 $26M 118k 221.57
Vanguard Index Fds Mid Cap Etf (VO) 5.7 $13M 54k 246.86
Ishares Tr Ishs 5-10yr Invt (IGIB) 5.4 $13M 215k 58.65
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.6 $11M 236k 45.02
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 4.5 $10M 425k 24.39
Ishares Tr Tips Bd Etf (TIP) 4.2 $9.7M 76k 126.92
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 4.0 $9.4M 437k 21.44
Wisdomtree Tr Em Ex St-owned (XSOE) 3.9 $9.2M 254k 36.14
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 3.5 $8.2M 376k 21.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.0 $6.9M 85k 80.58
Ishares Tr Cre U S Reit Etf (USRT) 2.9 $6.6M 101k 65.98
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.8 $6.4M 253k 25.47
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $4.9M 90k 54.88
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 2.0 $4.6M 197k 23.16
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 1.9 $4.4M 207k 21.25
Spdr Ser Tr Bloomberg Conv (CWB) 1.8 $4.2M 52k 80.30
Ishares Tr Aggres Alloc Etf (AOA) 1.0 $2.3M 32k 72.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $1.3M 10k 130.45
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.3M 16k 80.94
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $1.1M 22k 51.11
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $1.0M 18k 56.54
At&t (T) 0.4 $993k 38k 26.22
Wells Fargo & Company (Principal) (WFC) 0.4 $837k 16k 52.31
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $542k 17k 32.45
Ishares Tr Modert Alloc Etf (AOM) 0.2 $526k 12k 45.03
Ishares Tr Conser Alloc Etf (AOK) 0.2 $479k 12k 39.63
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $451k 21k 21.41
Ford Motor Company (F) 0.2 $441k 19k 23.67
Flexshares Tr Iboxx 3r Targt (TDTT) 0.2 $361k 14k 26.22
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $336k 13k 25.14
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.1 $318k 12k 27.29
Annaly Capital Management 0.1 $222k 28k 7.94