Legacy Financial Strategies, LLC
141 holdingsFiling period: 2026-03-31Current AUM: $623.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 2.90M | $84.5M | $99.1M | 15.90% | +46.4K | 2026-03-31 |
| 2 | SCHB | SCHWAB STRATEGIC TR | 2.61M | $65.6M | $75.4M | 12.11% | +21.4K | 2026-03-31 |
| 3 | AGG | ISHARES TR | 465.8K | $46.2M | $45.4M | 7.28% | +4.1K | 2026-03-31 |
| 4 | AVDE | AMERICAN CENTY ETF TR | 470.1K | $39.9M | $42.9M | 6.88% | +65.0K | 2026-03-31 |
| 5 | AVLV | AMERICAN CENTY ETF TR | 481.9K | $38.8M | $44.4M | 7.13% | +11.2K | 2026-03-31 |
| 6 | IGM | ISHARES TR | 256.1K | $30.3M | $39.3M | 6.31% | +1.2K | 2026-03-31 |
| 7 | DGRO | ISHARES TR | 414.4K | $29.1M | $32.3M | 5.19% | -11,917 | 2026-03-31 |
| 8 | VTI | VANGUARD INDEX FDS | 53.0K | $17.0M | $19.5M | 3.13% | +777 | 2026-03-31 |
| 9 | SCHD | SCHWAB STRATEGIC TR | 436.5K | $13.4M | $14.6M | 2.34% | -373 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 54.1K | $9.4M | $10.9M | 1.74% | +696 | 2026-03-31 |
| 11 | MUB | ISHARES TR | 77.3K | $8.2M | $8.2M | 1.31% | +2.4K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 31.7K | $8.1M | $9.8M | 1.57% | -350 | 2026-03-31 |
| 13 | SMH | VANECK ETF TRUST | 18.5K | $7.1M | $10.0M | 1.60% | +1.1K | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 8.6K | $5.6M | $6.4M | 1.03% | -87 | 2026-03-31 |
| 15 | IJR | ISHARES TR | 40.8K | $5.1M | $5.9M | 0.95% | -6,683 | 2026-03-31 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | 44.3K | $5.0M | $6.4M | 1.02% | +3.5K | 2026-03-31 |
| 17 | CAT | CATERPILLAR INC | 6.9K | $4.9M | $5.6M | 0.90% | +3.3K | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 8.0K | $4.8M | $5.5M | 0.88% | -696 | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.8K | $4.7M | $4.7M | 0.75% | -147 | 2026-03-31 |
| 20 | WMT | WALMART INC | 33.6K | $4.2M | $3.7M | 0.60% | -2,602 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 10.4K | $3.8M | $4.8M | 0.77% | +427 | 2026-03-31 |
| 22 | AFL | AFLAC INC | 33.0K | $3.6M | $4.2M | 0.68% | -889 | 2026-03-31 |
| 23 | ATO | ATMOS ENERGY CORP | 19.5K | $3.6M | $3.4M | 0.54% | -649 | 2026-03-31 |
| 24 | NEE | NEXTERA ENERGY INC | 38.7K | $3.6M | $3.4M | 0.54% | -2,329 | 2026-03-31 |
| 25 | — | LINDE PLC | 6.7K | $3.3M | $3.3M | 0.53% | -173 | 2026-03-31 |
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