Legacy Edge Advisors, LLC
224 holdingsFiling period: 2026-03-31Current AUM: $1.05Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 1.36M | $112.6M | $110.6M | 10.57% | +118.9K | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 1.01M | $91.1M | $98.9M | 9.46% | +39.8K | 2026-03-31 |
| 3 | IWD | ISHARES TR | 221.8K | $47.4M | $55.8M | 5.34% | -5,877 | 2026-03-31 |
| 4 | EMXC | ISHARES INC | 497.1K | $39.1M | $45.8M | 4.38% | +25.5K | 2026-03-31 |
| 5 | IWR | ISHARES TR | 369.2K | $35.9M | $40.5M | 3.87% | +38.3K | 2026-03-31 |
| 6 | MUB | ISHARES TR | 261.3K | $27.7M | $27.6M | 2.64% | +23.7K | 2026-03-31 |
| 7 | IWF | ISHARES TR | 60.0K | $25.6M | $28.4M | 2.71% | -1,102 | 2026-03-31 |
| 8 | FPEI | FIRST TR EXCH TRADED FD III | 1.21M | $23.1M | $23.2M | 2.22% | +91.1K | 2026-03-31 |
| 9 | SUB | ISHARES TR | 196.0K | $20.9M | $20.8M | 1.99% | +7.3K | 2026-03-31 |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | 444.4K | $20.5M | $20.4M | 1.95% | +210.8K | 2026-03-31 |
| 11 | VUG | VANGUARD INDEX FDS | 46.9K | $20.5M | $24.0M | 2.29% | +135 | 2026-03-31 |
| 12 | QUAL | ISHARES TR | 100.8K | $19.3M | $22.1M | 2.11% | -13,043 | 2026-03-31 |
| 13 | SCHD | SCHWAB STRATEGIC TR | 627.5K | $19.3M | $21.0M | 2.01% | -73,809 | 2026-03-31 |
| 14 | NYF | ISHARES TR | 350.8K | $18.6M | $18.6M | 1.77% | +56.8K | 2026-03-31 |
| 15 | VTV | VANGUARD INDEX FDS | 93.1K | $18.3M | $20.5M | 1.96% | -6,602 | 2026-03-31 |
| 16 | IYJ | ISHARES TR | 110.3K | $16.3M | $18.1M | 1.73% | +6.3K | 2026-03-31 |
| 17 | GRID | FIRST TR EXCHANGE-TRADED FD | 95.8K | $15.7M | $17.2M | 1.64% | +1.5K | 2026-03-31 |
| 18 | SOXX | ISHARES TR | 46.4K | $15.3M | $23.4M | 2.24% | -4,446 | 2026-03-31 |
| 19 | SPSM | SPDR SERIES TRUST | 303.0K | $14.6M | $17.1M | 1.64% | -147,872 | 2026-03-31 |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | 243.4K | $13.8M | $14.0M | 1.34% | -15,684 | 2026-03-31 |
| 21 | CIBR | FIRST TR EXCHANGE-TRADED FD | 207.0K | $13.0M | $19.0M | 1.82% | +24.0K | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 34.1K | $12.6M | $15.8M | 1.51% | +576 | 2026-03-31 |
| 23 | VTEB | VANGUARD MUN BD FDS | 246.7K | $12.3M | $12.2M | 1.17% | -2,012 | 2026-03-31 |
| 24 | AVUV | AMERICAN CENTY ETF TR | 105.0K | $11.6M | $13.2M | 1.26% | +101.1K | 2026-03-31 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 16.4K | $10.7M | $12.3M | 1.17% | -853 | 2026-03-31 |
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