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Home > Institutional Investor > Legacy Financial Group, Inc. > 13F Holdings

Instuitional Investor - Legacy Financial Group, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 70,391 $21,883,185 9.54%
2.
Dimensional Etf Trust
 609,354 $17,811,418 7.76%
3.
Dimensional Etf Trust
 436,928 $16,262,460 7.09%
4.
Dimensional Etf Trust
 564,423 $16,165,075 7.05%
5.
American Centy Etf Tr
 186,856 $15,238,076 6.64%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)