Legacy Financial Strategies, LLC
Q4 2024 13F Holdings
- Locationoverland park, KS
- Num holdings
119
- Value ($000)
$464,357
- Date Filed01/28/2025
- Form type13F-HR
- CIK0001723925
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $76.54M | 17 % | 2,749,443 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $53.81M | 12 % | 2,374,585 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $38.11M | 8 % | 393,301 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $33.27M | 7 % | 544,345 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $32.51M | 7 % | 487,382 | ||
IGM ISHARES TR | EXPND TEC SC ETF | 464287549 | $25.88M | 6 % | 253,112 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $17.89M | 4 % | 155,565 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.73M | 3 % | 54,379 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.37M | 3 % | 490,338 | ||
AAPL APPLE INC | COM | 037833100 | $7.60M | 2 % | 31,151 |
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