LEGACY SOLUTIONS, LLC
78 holdingsFiling period: 2026-03-31Current AUM: $118.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 224.8K | $17.2M | $19.8M | 16.66% | +1.2K | 2026-03-31 |
| 2 | SPDW | SPDR INDEX SHS FDS | 195.4K | $8.9M | $9.8M | 8.25% | -14,322 | 2026-03-31 |
| 3 | IUSV | ISHARES TR | 70.7K | $7.2M | $7.9M | 6.69% | -4,158 | 2026-03-31 |
| 4 | IUSG | ISHARES TR | 44.5K | $6.9M | $8.2M | 6.93% | -3,026 | 2026-03-31 |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 162.4K | $6.5M | $7.3M | 6.14% | +10.2K | 2026-03-31 |
| 6 | MOAT | VANECK ETF TRUST | 47.0K | $4.5M | $5.1M | 4.28% | -11,166 | 2026-03-31 |
| 7 | IVOO | VANGUARD ADMIRAL FDS INC | 36.8K | $4.2M | $4.7M | 3.95% | -2,688 | 2026-03-31 |
| 8 | SPSM | SPDR SERIES TRUST | 74.6K | $3.6M | $4.2M | 3.56% | -5,012 | 2026-03-31 |
| 9 | SPEM | SPDR INDEX SHS FDS | 66.0K | $3.1M | $3.4M | 2.84% | -5,764 | 2026-03-31 |
| 10 | HTRB | HARTFORD FDS EXCHANGE TRADED | 81.2K | $2.7M | $2.7M | 2.27% | +5.2K | 2026-03-31 |
| 11 | FBND | FIDELITY MERRIMACK STR TR | 55.1K | $2.5M | $2.5M | 2.08% | +3.3K | 2026-03-31 |
| 12 | SPAB | SPDR SERIES TRUST | 95.0K | $2.4M | $2.4M | 2.01% | +5.2K | 2026-03-31 |
| 13 | VUSB | VANGUARD BD INDEX FDS | 43.3K | $2.2M | $2.2M | 1.82% | +3.5K | 2026-03-31 |
| 14 | MINT | PIMCO ETF TR | 19.5K | $2.0M | $2.0M | 1.66% | +1.3K | 2026-03-31 |
| 15 | GSY | INVESCO ACTIVELY MANAGED EXC | 36.0K | $1.8M | $1.8M | 1.52% | +3.5K | 2026-03-31 |
| 16 | GLD | SPDR GOLD TR | 3.8K | $1.6M | $1.4M | 1.17% | +22 | 2026-03-31 |
| 17 | FMB | FIRST TR EXCH TRADED FD III | 31.7K | $1.6M | $1.6M | 1.34% | +2.1K | 2026-03-31 |
| 18 | BSV | VANGUARD BD INDEX FDS | 16.3K | $1.3M | $1.3M | 1.06% | +1.3K | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 7.2K | $1.3M | $1.5M | 1.23% | +840 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 4.9K | $1.2M | $1.5M | 1.28% | +724 | 2026-03-31 |
| 21 | FSEP | FIRST TR EXCHNG TRADED FD VI | 23.1K | $1.2M | $1.3M | 1.08% | -- | 2026-03-31 |
| 22 | ITOT | ISHARES TR | 7.4K | $1.1M | $1.2M | 1.02% | +1.5K | 2026-03-31 |
| 23 | AVGO | BROADCOM INC | 3.0K | $934K | $1.2M | 0.99% | -194 | 2026-03-31 |
| 24 | GLDM | WORLD GOLD TR | 9.8K | $908K | $785K | 0.66% | -- | 2026-03-31 |
| 25 | CEG | CONSTELLATION ENERGY CORP | 3.0K | $835K | $786K | 0.66% | -12 | 2026-03-31 |
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