Legacy Advisory Services, LLC
49 holdingsFiling period: 2026-03-31Current AUM: $141.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 228.7K | $25.2M | $25.2M | 17.80% | -15,836 | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 239.5K | $18.3M | $21.1M | 14.84% | -14,343 | 2026-03-31 |
| 3 | SGOV | ISHARES TR | 165.2K | $16.6M | $16.6M | 11.73% | -882 | 2026-03-31 |
| 4 | USMV | ISHARES TR | 110.5K | $10.3M | $10.8M | 7.63% | -19,473 | 2026-03-31 |
| 5 | QUAL | ISHARES TR | 44.7K | $8.6M | $9.8M | 6.91% | +5.5K | 2026-03-31 |
| 6 | IWX | ISHARES TR | 62.9K | $5.8M | $6.9M | 4.89% | -4,933 | 2026-03-31 |
| 7 | IVV | ISHARES TR | 8.6K | $5.6M | $6.5M | 4.57% | +153 | 2026-03-31 |
| 8 | IWM | ISHARES TR | 17.2K | $4.3M | $5.0M | 3.54% | +820 | 2026-03-31 |
| 9 | IQLT | ISHARES TR | 89.2K | $4.1M | $4.5M | 3.15% | -- | 2026-03-31 |
| 10 | DYNF | BLACKROCK ETF TRUST | 68.2K | $4.0M | $4.6M | 3.24% | -- | 2026-03-31 |
| 11 | LGLV | SPDR SERIES TRUST | 13.9K | $2.5M | $2.6M | 1.83% | +3.1K | 2026-03-31 |
| 12 | IOO | ISHARES TR | 20.0K | $2.4M | $2.8M | 1.99% | +1.2K | 2026-03-31 |
| 13 | IWL | ISHARES TR | 14.6K | $2.3M | $2.7M | 1.90% | +331 | 2026-03-31 |
| 14 | AOR | ISHARES TR | 34.2K | $2.2M | $2.3M | 1.65% | +2.6K | 2026-03-31 |
| 15 | MGC | VANGUARD WORLD FD | 8.5K | $2.0M | $2.3M | 1.64% | -12,178 | 2026-03-31 |
| 16 | SHYM | BLACKROCK ETF TRUST II | 80.5K | $1.8M | $1.8M | 1.26% | -- | 2026-03-31 |
| 17 | VBIL | VANGUARD INSTL INDEX FD | 22.8K | $1.7M | $1.7M | 1.22% | -- | 2026-03-31 |
| 18 | MGK | VANGUARD WORLD FD | 1.7K | $618K | $726K | 0.51% | +101 | 2026-03-31 |
| 19 | SHOP | SHOPIFY INC | 5.1K | $600K | $593K | 0.42% | -- | 2026-03-31 |
| 20 | WMT | WALMART INC | 4.7K | $581K | $520K | 0.37% | -976 | 2026-03-31 |
| 21 | SMMD | ISHARES TR | 7.6K | $578K | $674K | 0.48% | +713 | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 1.8K | $565K | $711K | 0.50% | -697 | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 3.1K | $538K | $619K | 0.44% | -- | 2026-03-31 |
| 24 | MRK | MERCK & CO INC | 4.4K | $523K | $566K | 0.40% | -- | 2026-03-31 |
| 25 | TMUS | T-MOBILE US INC | 2.4K | $507K | $417K | 0.29% | +11 | 2026-03-31 |
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