Legacy Financial Strategies, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationoverland park, KS
- CIK0001723925
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
119 | $458.63 M | SCHG, SCHB, AGG, DGRO | 13F-HR | Apr 8, 2025 | 000108514625001918 | ||
119 | $464.36 M | SCHG, SCHB, AGG, DGRO | 13F-HR | Jan 28, 2025 | 000108514625000556 | ||
115 | $453.23 M | SCHG, SCHB, AGG, DGRO | 13F-HR | Oct 18, 2024 | 000108514624004989 | ||
98 | $416.07 M | SCHG, SCHD, SCHB, AGG | 13F-HR | Jul 10, 2024 | 000108514624002846 | ||
90 | $388.06 M | SCHG, SCHD, SCHB, AGG | 13F-HR | Apr 10, 2024 | 000108514624001691 | ||
81 | $350.74 M | SCHG, SCHD, SCHB, AGG | 13F-HR | Feb 1, 2024 | 000108514624000607 | ||
73 | $311.10 M | SCHG, SCHD, AGG, SCHB | 13F-HR | Nov 13, 2023 | 000108514623004245 | ||
79 | $299.13 M | SCHG, SCHD, SCHB, DGRO | 13F-HR | Jul 28, 2023 | 000108514623002943 | ||
72 | $269.68 M | SCHG, SCHD, SCHB, DGRO | 13F-HR | May 10, 2023 | 000108514623002181 | ||
71 | $241.84 M | SCHD, SCHG, SCHB, DGRO | 13F-HR | Feb 15, 2023 | 000108514623001403 | ||
62 | $214.90 M | SCHD, SCHG, SCHB, DGRO | 13F-HR | Nov 8, 2022 | 000108514622003836 | ||
63 | $202.56 M | SCHD, SCHG, SCHB, AGG | 13F-HR | Aug 9, 2022 | 000108514622002911 | ||
66 | $234.59 M | SCHD, SCHG, SCHB, AGG | 13F-HR | May 6, 2022 | 000108514622001806 | ||
63 | $231.36 M | SCHD, SCHG, SCHB, AGG | 13F-HR | Jan 31, 2022 | 000172392522000002 | ||
62 | $212.62 M | SCHD, SCHG, SCHB, AGG | 13F-HR | Nov 15, 2021 | 000172392521000015 | ||
62 | $208.78 M | SCHD, SCHG, SCHB, AGG | 13F-HR | Aug 2, 2021 | 000172392521000011 | ||
63 | $189.13 M | SCHD, SCHG, SCHB, AGG | 13F-HR | May 7, 2021 | 000172392521000008 | ||
65 | $196.15 M | SCHD, SCHB, SCHG, AGG | 13F-HR | Feb 4, 2021 | 000172392521000002 | ||
61 | $173.68 M | SCHD, SCHB, AGG, SCHG | 13F-HR | Nov 3, 2020 | 000172392520000004 | ||
58 | $129.46 M | SCHD, SCHB, SCHG, VEA | 13F-HR | Aug 14, 2020 | 000172392520000002 | ||
55 | $105.31 M | SCHD, SCHB, SCHG, VEA | 13F-HR | May 4, 2020 | 000160704520000061 | ||
66 | $123.92 M | SCHD, SCHB, VEA, VTI | 13F-HR | Jan 27, 2020 | 000160704520000023 | ||
61 | $112.34 M | SCHD, SCHB, VEA, VTI | 13F-HR | Nov 1, 2019 | 000160704519000134 | ||
56 | $107.14 M | SCHB, SCHD, VEA, VTI | 13F-HR | Jul 15, 2019 | 000160704519000077 | ||
53 | $117.06 M | MINT, SCHB, SCHD, VEA | 13F-HR | May 8, 2019 | 000160704519000067 | ||
54 | $100.92 M | MINT, SCHB, VEA, VTI | 13F-HR | Feb 15, 2019 | 000172392519000002 | ||
56 | $98.28 M | MINT, SCHB, VEA, IJR | 13F-HR | Nov 14, 2018 | 000172392518000010 | ||
91 | $111.68 M | MINT, SCHB, VEA, IJR | 13F-HR | Aug 14, 2018 | 000172392518000009 | ||
91 | $102.36 M | BND, VEA, VTI, IJR | 13F-HR | May 14, 2018 | 000172392518000006 | ||
96 | $94.03 M | VTI, BND, IJR, BRK.B | 13F-HR | May 14, 2018 | 000172392518000004 |