Legacy Financial Group

Legacy Financial Group as of Dec. 31, 2023

Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 29 positions in its portfolio as reported in the December 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) 13.3 $2.9M 24k 124.98
Ishares Tr Core S&p Us Gwt (IUSG) 13.1 $2.9M 28k 104.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.1 $2.4M 5.6k 436.76
Vanguard Index Fds Small Cp Etf (VB) 7.5 $1.7M 7.7k 213.37
Ishares Tr Ishs 5-10yr Invt (IGIB) 5.2 $1.1M 22k 52.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.6 $1.0M 21k 47.89
Wisdomtree Tr Em Ex St-owned (XSOE) 4.3 $948k 33k 28.88
Ishares Tr Tips Bd Etf (TIP) 4.1 $897k 8.3k 107.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $675k 8.8k 77.03
Ishares Tr Cre U S Reit Etf (USRT) 2.9 $650k 12k 54.30
Ishares Tr Core Total Usd (IUSB) 2.8 $609k 13k 46.04
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $550k 3.7k 147.02
Spdr Ser Tr Portfolio Ln Cor (SPLB) 2.1 $462k 19k 23.78
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.1 $456k 11k 42.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $447k 6.1k 73.57
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 1.9 $428k 19k 22.73
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.9 $423k 22k 19.44
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.9 $421k 18k 23.13
Casey's General Stores (CASY) 1.8 $393k 1.4k 275.02
Deere & Company (DE) 1.6 $350k 875.00 400.00
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $313k 1.3k 232.37
Amazon (AMZN) 1.3 $277k 1.8k 152.20
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.2 $267k 13k 20.29
Ishares Tr Mbs Etf (MBB) 1.2 $255k 2.7k 94.20
Microsoft Corporation (MSFT) 1.1 $252k 671.00 375.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $243k 682.00 356.31
Ishares Tr TRS FLT RT BD (TFLO) 1.0 $226k 4.5k 50.38
Ishares Tr U.s. Tech Etf (IYW) 1.0 $221k 1.8k 122.78
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $201k 2.1k 96.63