Legacy Financial Group

Legacy Financial Group as of March 31, 2023

Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 47 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr S&p Divid Etf (SDY) 16.2 $59M 477k 123.71
Ishares Tr Core S&p Us Gwt (IUSG) 10.3 $38M 425k 88.77
Vanguard Index Fds Small Cp Etf (VB) 7.7 $28M 148k 189.56
Ishares Tr Ishs 5-10yr Invt (IGIB) 5.1 $19M 366k 51.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $17M 46k 376.07
Wisdomtree Tr Em Ex St-owned (XSOE) 4.4 $16M 580k 27.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.2 $16M 342k 45.17
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.0 $15M 349k 41.68
Ishares Tr Tips Bd Etf (TIP) 3.8 $14M 126k 110.25
Ishares Tr Cre U S Reit Etf (USRT) 3.5 $13M 253k 50.40
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 3.3 $12M 540k 22.48
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 3.2 $12M 570k 20.59
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 3.2 $12M 513k 22.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.0 $11M 144k 76.49
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.7 $9.7M 503k 19.30
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $7.5M 36k 210.92
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.0 $7.2M 107k 67.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.0 $7.1M 146k 48.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $6.4M 52k 124.06
Ishares Tr Core Total Usd (IUSB) 1.6 $5.9M 127k 46.15
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 1.2 $4.3M 212k 20.43
Ishares Tr Aggres Alloc Etf (AOA) 1.1 $3.9M 61k 63.59
Ishares Tr Mbs Etf (MBB) 0.9 $3.3M 35k 94.73
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $3.1M 132k 23.38
Ishares Tr U.s. Tech Etf (IYW) 0.7 $2.7M 29k 92.81
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.6 $2.4M 112k 21.08
Ishares Tr Eafe Value Etf (EFV) 0.6 $2.3M 48k 48.53
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $2.3M 25k 93.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $2.3M 25k 90.55
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.9M 27k 72.74
Apple (AAPL) 0.5 $1.8M 11k 164.91
Amazon (AMZN) 0.4 $1.6M 15k 103.29
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $1.5M 30k 50.03
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $1.3M 18k 73.78
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.2 $810k 29k 27.58
Ishares Tr Us Infrastruc (IFRA) 0.2 $721k 19k 37.32
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $720k 32k 22.35
At&t (T) 0.2 $669k 35k 19.25
Wells Fargo & Company (WFC) 0.2 $642k 17k 37.38
Ishares Tr Modert Alloc Etf (AOM) 0.2 $638k 16k 39.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $480k 12k 40.40
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $424k 12k 34.07
Ishares Tr Conser Alloc Etf (AOK) 0.1 $413k 12k 34.96
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $363k 13k 28.12
Ishares Tr Faln Angls Usd (FALN) 0.1 $292k 12k 25.27
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $263k 12k 21.84
Ford Motor Company (F) 0.1 $252k 20k 12.60