LEGACY FINANCIAL GROUP, INC.
90 holdingsFiling period: 2026-03-31Current AUM: $420.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 363.4K | $40.4M | $46.4M | 11.03% | +12.9K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 72.6K | $31.7M | $37.1M | 8.82% | +330 | 2026-03-31 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 468.0K | $22.7M | $26.0M | 6.19% | -3,333 | 2026-03-31 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 467.3K | $22.4M | $22.1M | 5.26% | +12.9K | 2026-03-31 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 564.0K | $22.0M | $23.7M | 5.65% | -4,984 | 2026-03-31 |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 645.1K | $21.9M | $23.6M | 5.60% | -1,317 | 2026-03-31 |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 549.5K | $21.4M | $24.4M | 5.81% | -5,356 | 2026-03-31 |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 500.8K | $18.4M | $20.6M | 4.90% | +12.9K | 2026-03-31 |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 234.1K | $16.6M | $19.1M | 4.54% | +7.1K | 2026-03-31 |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 329.5K | $14.9M | $17.1M | 4.06% | +1.6K | 2026-03-31 |
| 11 | DFCF | DIMENSIONAL ETF TRUST | 333.3K | $14.1M | $13.8M | 3.29% | +8.3K | 2026-03-31 |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | 216.6K | $10.4M | $10.3M | 2.46% | -29,675 | 2026-03-31 |
| 13 | DFLV | DIMENSIONAL ETF TRUST | 286.9K | $10.2M | $11.7M | 2.78% | +12.1K | 2026-03-31 |
| 14 | AAPL | APPLE INC | 38.6K | $9.8M | $11.9M | 2.83% | -303 | 2026-03-31 |
| 15 | DFAT | DIMENSIONAL ETF TRUST | 151.9K | $9.5M | $10.7M | 2.55% | -2,030 | 2026-03-31 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | 188.4K | $6.4M | $7.1M | 1.68% | -5,566 | 2026-03-31 |
| 17 | SCHX | SCHWAB STRATEGIC TR | 241.3K | $6.2M | $7.1M | 1.69% | -4,370 | 2026-03-31 |
| 18 | DFAR | DIMENSIONAL ETF TRUST | 202.8K | $4.8M | $5.4M | 1.29% | +316 | 2026-03-31 |
| 19 | OKE | ONEOK INC NEW | 49.8K | $4.5M | $4.5M | 1.07% | -280 | 2026-03-31 |
| 20 | IWF | ISHARES TR | 9.9K | $4.2M | $4.7M | 1.11% | +351 | 2026-03-31 |
| 21 | VNQ | VANGUARD INDEX FDS | 43.6K | $3.9M | $4.3M | 1.03% | -774 | 2026-03-31 |
| 22 | DFEM | DIMENSIONAL ETF TRUST | 109.0K | $3.8M | $4.1M | 0.98% | +636 | 2026-03-31 |
| 23 | DFIC | DIMENSIONAL ETF TRUST | 96.3K | $3.4M | $3.7M | 0.87% | +2.7K | 2026-03-31 |
| 24 | AVLV | AMERICAN CENTY ETF TR | 40.6K | $3.3M | $3.7M | 0.89% | +464 | 2026-03-31 |
| 25 | DFAS | DIMENSIONAL ETF TRUST | 45.1K | $3.2M | $3.7M | 0.87% | +1.4K | 2026-03-31 |
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