Legacy Financial Strategies, LLC: 13F holdings
CIK 17239252026Q2
| Positions | 152 |
|---|---|
| Reported value | $645.7m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 2,937,132 | $99.4m | 15.4% |
| SCHB SCHWAB STRATEGIC TR | 2,665,380 | $77.2m | 12.0% |
| AGG ISHARES TR | 458,378 | $45.4m | 7.0% |
| AVLV AMERICAN CENTY ETF TR | 487,176 | $44.4m | 6.9% |
| AVDE AMERICAN CENTY ETF TR | 483,677 | $43.1m | 6.7% |
| IGM ISHARES TR | 255,742 | $41.8m | 6.5% |
| DGRO ISHARES TR | 418,414 | $31.7m | 4.9% |
| VTI VANGUARD INDEX FDS | 53,791 | $19.9m | 3.1% |
| AMERICAN CENTY ETF TR | 330,104 | $17.0m | 2.6% |
| SCHD SCHWAB STRATEGIC TR | 437,276 | $13.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1723925")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.