Legacy Private Trust Co.

Q4 2024 13F Holdings

  • Location
    neenah, WI
  • Num holdings

    241

  • Value ($000)

    $1,528,533

  • Date Filed
    01/08/2025
  • Form type
    13F-HR
  • CIK
    0001352547
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$176.58M
12 %

299,960

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$148.85M
10 %

513,619

---

SPDR SER TR

PORTFOLI S&P1500
78464A805
$63.70M
4 %

891,773

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$58.56M
4 %

308,235

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$49.92M
3 %

1,043,812

AAPL
AAPL

APPLE INC

COM
037833100
$48.18M
3 %

192,391

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$39.40M
3 %

293,360

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$33.38M
2 %

1,470,532

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$31.69M
2 %

75,174

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$29.81M
2 %

307,615

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