Legacy Financial Group LLC
Q4 2024 13F Holdings
- Locationdes moines, IA
- Num holdings
111
- Value ($000)
$617,653
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001834011
- 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 |
|---|---|---|---|---|---|---|---|
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $65.38M | 11 % | 469,146 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $55.56M | 9 % | 895,479 | ||
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $49.85M | 8 % | 377,368 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $36.57M | 6 % | 67,879 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $32.98M | 5 % | 137,268 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $25.00M | 4 % | 553,139 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $22.86M | 4 % | 439,449 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $18.01M | 3 % | 376,673 | ||
BSJQ INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 | $17.99M | 3 % | 772,970 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $17.34M | 3 % | 336,572 |
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