LEGACY FINANCIAL GROUP, INC.
Q4 2024 13F Holdings
- Locationtulsa, OK
- Num holdings
85
- Value ($000)
$310,558
- Date Filed02/18/2025
- Form type13F-HR
- CIK0001965579
- 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 |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $31.76M | 10 % | 77,375 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $25.08M | 8 % | 258,738 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $20.35M | 7 % | 588,261 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $18.24M | 6 % | 445,818 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $17.75M | 6 % | 378,622 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $16.91M | 5 % | 578,952 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $14.23M | 5 % | 572,542 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $14.18M | 5 % | 419,693 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $11.84M | 4 % | 185,671 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.66M | 4 % | 287,896 |
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