Legacy Solutions, LLC
89 holdingsFiling period: 2026-06-30Current AUM: $121.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | Spdr Series Trust | 231.9K | $20.4M | $20.1M | 16.57% | +7.0K | 2026-06-30 |
| 2 | SPDW | Spdr Index Shs Fds | 197.0K | $9.9M | $9.5M | 7.85% | +1.6K | 2026-06-30 |
| 3 | IUSG | iShares TR | 44.5K | $8.4M | $7.9M | 6.50% | -44 | 2026-06-30 |
| 4 | CGGR | Capital Group Growth ETF | 170.5K | $8.0M | $7.6M | 6.30% | +8.1K | 2026-06-30 |
| 5 | IUSV | iShares TR | 71.1K | $7.8M | $8.1M | 6.69% | +447 | 2026-06-30 |
| 6 | IVOO | Vanguard Admiral Fds Inc | 36.9K | $4.8M | $4.5M | 3.72% | +168 | 2026-06-30 |
| 7 | SPSM | Spdr Series Trust | 74.7K | $4.3M | $4.0M | 3.30% | +176 | 2026-06-30 |
| 8 | SPEM | Spdr Index Shs Fds | 65.6K | $3.4M | $3.2M | 2.61% | -448 | 2026-06-30 |
| 9 | HTRB | Hartford Fds Exchange Traded | 90.4K | $3.0M | $3.0M | 2.44% | +9.2K | 2026-06-30 |
| 10 | FBND | Fidelity Merrimack Str TR | 59.6K | $2.7M | $2.6M | 2.18% | +4.4K | 2026-06-30 |
| 11 | SPAB | Spdr Series Trust | 102.6K | $2.6M | $2.6M | 2.11% | +7.6K | 2026-06-30 |
| 12 | MINT | PIMCO ETF TR | 21.1K | $2.1M | $2.1M | 1.75% | +1.6K | 2026-06-30 |
| 13 | VUSB | Vanguard BD Index Fds | 42.7K | $2.1M | $2.1M | 1.74% | -634 | 2026-06-30 |
| 14 | GSY | Invesco Actively Managed Exc | 39.7K | $2.0M | $2.0M | 1.64% | +3.6K | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 4.6K | $1.7M | $1.7M | 1.37% | -- | 2026-06-30 |
| 16 | FMB | First TR Exch Traded FD III | 32.4K | $1.7M | $1.6M | 1.33% | +683 | 2026-06-30 |
| 17 | ITOT | iShares TR | 9.5K | $1.6M | $1.5M | 1.25% | +2.0K | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 7.6K | $1.5M | $1.4M | 1.17% | +345 | 2026-06-30 |
| 19 | MOAT | VanEck ETF Trust | 14.0K | $1.5M | $1.6M | 1.32% | -32,916 | 2026-06-30 |
| 20 | AAPL | Apple Inc | 4.9K | $1.4M | $1.7M | 1.38% | -33 | 2026-06-30 |
| 21 | BSV | Vanguard BD Index Fds | 18.1K | $1.4M | $1.4M | 1.15% | +1.8K | 2026-06-30 |
| 22 | GLD | Spdr Gold TR | 3.8K | $1.4M | $1.4M | 1.15% | -- | 2026-06-30 |
| 23 | QLTY | Gmo ETF Trust | 27.4K | $1.1M | $1.2M | 0.98% | -- | 2026-06-30 |
| 24 | FSEP | First TR Exchng Traded FD VI | 20.7K | $1.1M | $1.2M | 0.95% | -2,414 | 2026-06-30 |
| 25 | AVGO | Broadcom Inc | 3.0K | $1.1M | $884K | 0.73% | -6 | 2026-06-30 |
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