Storen Legacy Partners, LLC
103 holdingsFiling period: 2026-03-31Current AUM: $353.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 33.2K | $19.8M | $22.8M | 6.46% | -49,637 | 2026-03-31 |
| 2 | DYNF | BLACKROCK ETF TRUST | 309.7K | $18.0M | $20.9M | 5.92% | -- | 2026-03-31 |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | 223.3K | $16.0M | $18.2M | 5.16% | -- | 2026-03-31 |
| 4 | BND | VANGUARD BD INDEX FDS | 191.5K | $14.1M | $13.8M | 3.92% | -358,203 | 2026-03-31 |
| 5 | FBCG | FIDELITY COVINGTON TRUST | 262.1K | $13.1M | $15.7M | 4.44% | -- | 2026-03-31 |
| 6 | BAI | BLACKROCK ETF TRUST | 372.0K | $12.3M | $15.4M | 4.36% | -- | 2026-03-31 |
| 7 | BINC | BLACKROCK ETF TRUST II | 228.6K | $11.9M | $11.9M | 3.37% | -- | 2026-03-31 |
| 8 | IEMG | ISHARES INC | 165.9K | $11.6M | $12.9M | 3.65% | -- | 2026-03-31 |
| 9 | SCHG | SCHWAB STRATEGIC TR | 390.8K | $11.4M | $13.4M | 3.78% | -547,282 | 2026-03-31 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 233.3K | $10.6M | $10.4M | 2.95% | -- | 2026-03-31 |
| 11 | LLY | ELI LILLY & CO | 10.5K | $9.6M | $12.0M | 3.40% | -84 | 2026-03-31 |
| 12 | VFMF | VANGUARD WELLINGTON FD | 58.7K | $9.1M | $10.7M | 3.02% | -142,828 | 2026-03-31 |
| 13 | PWRD | TCW ETF TRUST | 88.8K | $8.7M | $9.6M | 2.72% | -- | 2026-03-31 |
| 14 | AGG | ISHARES TR | 85.9K | $8.5M | $8.4M | 2.37% | +2.0K | 2026-03-31 |
| 15 | IVV | ISHARES TR | 12.9K | $8.4M | $9.7M | 2.73% | +11.6K | 2026-03-31 |
| 16 | BRTR | BLACKROCK ETF TRUST II | 158.3K | $7.9M | $7.8M | 2.22% | -- | 2026-03-31 |
| 17 | ABFL | ABACUS FCF ETF TR | 90.0K | $6.4M | $7.3M | 2.07% | -- | 2026-03-31 |
| 18 | EMOP | AB ACTIVE ETFS INC | 145.3K | $6.4M | $7.1M | 2.01% | -- | 2026-03-31 |
| 19 | EFV | ISHARES TR | 81.8K | $6.1M | $6.6M | 1.87% | -- | 2026-03-31 |
| 20 | SPY | SPDR S&P 500 ETF TR | 8.9K | $5.8M | $6.6M | 1.87% | -125 | 2026-03-31 |
| 21 | ANGL | VANECK ETF TRUST | 194.7K | $5.6M | $5.6M | 1.59% | -375,038 | 2026-03-31 |
| 22 | GOVT | ISHARES TR | 201.8K | $4.6M | $4.5M | 1.28% | -- | 2026-03-31 |
| 23 | IEI | ISHARES TR | 38.5K | $4.6M | $4.5M | 1.27% | -- | 2026-03-31 |
| 24 | PSFF | PACER FDS TR | 132.7K | $4.3M | $4.6M | 1.30% | -223,616 | 2026-03-31 |
| 25 | FDVV | FIDELITY COVINGTON TRUST | 72.0K | $4.0M | $4.5M | 1.28% | -- | 2026-03-31 |
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