LEGACY SOLUTIONS, LLC
Q4 2024 13F Holdings
- Locationkennett square, PA
- Num holdings
69
- Value ($000)
$91,773
- Date Filed02/03/2025
- Form type13F-HR
- CIK0002053314
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $14.64M | 16 % | 212,316 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $7.01M | 8 % | 50,324 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $6.89M | 8 % | 201,942 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $6.46M | 7 % | 69,735 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $6.10M | 7 % | 65,762 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $5.79M | 6 % | 155,668 | ||
IVOO VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | $3.82M | 4 % | 36,171 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $3.18M | 4 % | 70,718 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $2.59M | 3 % | 67,497 | ||
HTRB HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $2.27M | 3 % | 67,961 |
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