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Size ($ in 1000's)
At 03/31/2024: $493,941
At 12/31/2023: $22,048
Legacy Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Financial Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Legacy Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Legacy Financial Group LLC.
In the Legacy Financial Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Legacy Financial Group LLC in that top holding, then the share count change between reporting periods, and finally the Legacy Financial Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IUSG) |
455,135 |
+427,369 |
$53,346 | | IUSG | 455,135 | +427,369 | $53,346 | | SPDR SER TR (SDY) |
393,594 |
+370,094 |
$51,655 | | SDY | 393,594 | +370,094 | $51,655 | | VANGUARD INDEX FDS (VOO) |
84,740 |
+79,158 |
$40,734 | | VOO | 84,740 | +79,158 | $40,734 | | VANGUARD INDEX FDS (VB) |
139,760 |
+132,013 |
$31,948 | | VB | 139,760 | +132,013 | $31,948 | | ISHARES TR (IUSB) |
519,691 |
+506,463 |
$23,693 | | IUSB | 519,691 | +506,463 | $23,693 | | WISDOMTREE TR |
641,304 |
+608,483 |
$18,893 | | XSOE | 641,304 | +608,483 | $18,893 | | VANGUARD TAX MANAGED FDS (VEA) |
328,697 |
+307,417 |
$16,491 | | VEA | 328,697 | +307,417 | $16,491 | | ISHARES TR (IGIB) |
313,329 |
+291,277 |
$16,168 | | IGIB | 313,329 | +291,277 | $16,168 | | INVESCO EXCH TRD SLF IDX FD |
632,731 |
+614,528 |
$14,667 | | BSJQ | 632,731 | +614,528 | $14,667 | | INVESCO EXCH TRD SLF IDX FD |
628,474 |
+609,643 |
$14,423 | | BSJP | 628,474 | +609,643 | $14,423 | | ISHARES TR (USRT) |
253,774 |
+241,803 |
$13,653 | | USRT | 253,774 | +241,803 | $13,653 | | INVESCO EXCH TRD SLF IDX FD |
706,679 |
+684,923 |
$13,632 | | BSCR | 706,679 | +684,923 | $13,632 | | ISHARES TR (TIP) |
114,166 |
+105,825 |
$12,263 | | TIP | 114,166 | +105,825 | $12,263 | | ISHARES TR (QUAL) |
71,467 |
+67,726 |
$11,746 | | QUAL | 71,467 | +67,726 | $11,746 | | INVESCO EXCH TRD SLF IDX FD |
559,785 |
+546,625 |
$11,235 | | BSCS | 559,785 | +546,625 | $11,235 | | BLACKROCK ETF TRUST (DYNF) |
245,116 |
+245,116 |
$10,883 | | DYNF | 245,116 | +245,116 | $10,883 | | VANGUARD BD INDEX FDS (BSV) |
119,939 |
+111,176 |
$9,196 | | BSV | 119,939 | +111,176 | $9,196 | | ISHARES TR (IVW) |
104,334 |
+104,334 |
$8,810 | | IVW | 104,334 | +104,334 | $8,810 | | ISHARES TR (SHYG) |
165,853 |
+155,054 |
$7,057 | | SHYG | 165,853 | +155,054 | $7,057 | | ISHARES TR (IUSV) |
75,938 |
+75,938 |
$6,868 | | IUSV | 75,938 | +75,938 | $6,868 | | SPDR SER TR (SPLB) |
261,972 |
+242,544 |
$6,088 | | SPLB | 261,972 | +242,544 | $6,088 | | VANGUARD BD INDEX FDS (BND) |
78,226 |
+72,150 |
$5,682 | | BND | 78,226 | +72,150 | $5,682 | | ISHARES TR (AOA) |
71,995 |
+71,995 |
$5,289 | | AOA | 71,995 | +71,995 | $5,289 | | ISHARES TR (MBB) |
56,691 |
+53,984 |
$5,239 | | MBB | 56,691 | +53,984 | $5,239 | | ISHARES TR (IYW) |
38,214 |
+36,414 |
$5,161 | | IYW | 38,214 | +36,414 | $5,161 |  BERKSHIRE HATHAWAY INC DEL |
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$4,387 | | BRK.B | 10,432 | +9,750 | $4,387 | | ISHARES TR (EFG) |
40,650 |
+38,570 |
$4,219 | | EFG | 40,650 | +38,570 | $4,219 | | VANGUARD INDEX FDS (VO) |
16,174 |
+14,827 |
$4,041 | | VO | 16,174 | +14,827 | $4,041 | | ISHARES TR (EFV) |
71,347 |
+71,347 |
$3,881 | | EFV | 71,347 | +71,347 | $3,881 | | MICROSOFT CORP |
8,596 |
+7,925 |
$3,616 | | MSFT | 8,596 | +7,925 | $3,616 | | ISHARES TR (ITOT) |
28,085 |
+28,085 |
$3,238 | | ITOT | 28,085 | +28,085 | $3,238 | | ISHARES TR (TLT) |
32,053 |
+32,053 |
$3,033 | | TLT | 32,053 | +32,053 | $3,033 | | CASEYS GEN STORES INC |
9,136 |
+7,707 |
$2,909 | | CASY | 9,136 | +7,707 | $2,909 | | AMAZON COM INC |
15,169 |
+13,349 |
$2,736 | | AMZN | 15,169 | +13,349 | $2,736 | | INVESCO EXCH TRD SLF IDX FD |
118,067 |
+118,067 |
$2,476 | | BSCO | 118,067 | +118,067 | $2,476 | | J P MORGAN EXCHANGE TRADED F (HELO) |
40,286 |
+40,286 |
$2,255 | | HELO | 40,286 | +40,286 | $2,255 | | VANGUARD INDEX FDS (VUG) |
6,173 |
+6,173 |
$2,125 | | VUG | 6,173 | +6,173 | $2,125 | | ISHARES TR (HYDB) |
41,446 |
+41,446 |
$1,936 | | HYDB | 41,446 | +41,446 | $1,936 | | DEERE & CO |
4,626 |
+3,751 |
$1,900 | | DE | 4,626 | +3,751 | $1,900 | | WASTE MGMT INC DEL |
8,882 |
+8,882 |
$1,893 | | WM | 8,882 | +8,882 | $1,893 | | APPLE INC |
10,788 |
+10,788 |
$1,850 | | AAPL | 10,788 | +10,788 | $1,850 | | ISHARES TR (AOR) |
31,403 |
+31,403 |
$1,748 | | AOR | 31,403 | +31,403 | $1,748 | | SPDR S&P 500 ETF TR (SPY) |
3,020 |
+3,020 |
$1,580 | | SPY | 3,020 | +3,020 | $1,580 | | ISHARES TR (IXC) |
33,565 |
+33,565 |
$1,442 | | IXC | 33,565 | +33,565 | $1,442 | | ISHARES TR (IFRA) |
32,462 |
+32,462 |
$1,408 | | IFRA | 32,462 | +32,462 | $1,408 | | ISHARES TR (IJR) |
9,482 |
+9,482 |
$1,048 | | IJR | 9,482 | +9,482 | $1,048 | | FIRST TR EXCHNG TRADED FD VI (BUFD) |
39,404 |
+39,404 |
$930 | | BUFD | 39,404 | +39,404 | $930 | | ISHARES TR (EMB) |
10,235 |
+10,235 |
$918 | | EMB | 10,235 | +10,235 | $918 | | WELLS FARGO CO NEW |
14,844 |
+14,844 |
$860 | | WFC | 14,844 | +14,844 | $860 | | ISHARES TR (IJH) |
13,359 |
+13,359 |
$811 | | IJH | 13,359 | +13,359 | $811 |
See Full List: All Stocks Held By Legacy Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Legacy Financial Group LLC
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