Legacy Financial Group LLC
134 holdingsFiling period: 2026-06-30Current AUM: $881.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 372.8K | $70.1M | $69.9M | 7.93% | +32.4K | 2026-06-30 |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 74.6K | $55.9M | $56.6M | 6.43% | +33.5K | 2026-06-30 |
| 3 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | 353.8K | $53.8M | $54.3M | 6.16% | +62.4K | 2026-06-30 |
| 4 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | 1.74M | $51.7M | $52.6M | 5.96% | -267,898 | 2026-06-30 |
| 5 | ESN | ESSENTIAL 40 STOCK ETF | 2.27M | $45.2M | $46.9M | 5.32% | +374.8K | 2026-06-30 |
| 6 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | 137.7K | $41.7M | $40.1M | 4.54% | -6,200 | 2026-06-30 |
| 7 | BUFR | FT VEST LADDERED BUFFER ETF | 1.08M | $39.4M | $40.1M | 4.55% | -- | 2026-06-30 |
| 8 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 761.4K | $35.1M | $34.1M | 3.86% | +203.5K | 2026-06-30 |
| 9 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 255.7K | $26.2M | $24.8M | 2.81% | -111,352 | 2026-06-30 |
| 10 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 488.9K | $25.6M | $25.0M | 2.84% | -27,601 | 2026-06-30 |
| 11 | IVW | ISHARES S&P 500 GROWTH ETF | 164.3K | $22.6M | $22.6M | 2.56% | +2.4K | 2026-06-30 |
| 12 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 308.4K | $21.0M | $21.2M | 2.41% | +12.1K | 2026-06-30 |
| 13 | BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | 916.9K | $19.4M | $19.2M | 2.18% | +76.1K | 2026-06-30 |
| 14 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 942.7K | $19.2M | $19.1M | 2.16% | +69.7K | 2026-06-30 |
| 15 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 441.2K | $18.7M | $18.4M | 2.09% | +26.7K | 2026-06-30 |
| 16 | IVE | ISHARES S&P 500 VALUE ETF | 81.3K | $18.5M | $19.0M | 2.15% | -15,431 | 2026-06-30 |
| 17 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 332.5K | $17.7M | $17.0M | 1.93% | +11.5K | 2026-06-30 |
| 18 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 207.6K | $17.2M | $16.5M | 1.87% | +23.8K | 2026-06-30 |
| 19 | BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | 645.0K | $16.6M | $16.4M | 1.86% | +84.2K | 2026-06-30 |
| 20 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 239.5K | $14.6M | $15.0M | 1.70% | -7,981 | 2026-06-30 |
| 21 | BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 846.3K | $13.9M | $13.5M | 1.53% | +258.8K | 2026-06-30 |
| 22 | BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | 567.8K | $11.6M | $11.3M | 1.28% | -- | 2026-06-30 |
| 23 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 568.0K | $11.1M | $11.1M | 1.26% | -358,594 | 2026-06-30 |
| 24 | EFG | ISHARES MSCI EAFE GROWTH ETF | 88.0K | $10.9M | $10.5M | 1.19% | +7.9K | 2026-06-30 |
| 25 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 203.6K | $10.7M | $8.7M | 0.98% | -48,164 | 2026-06-30 |
← Scroll →
Page 1 of 6