Instuitional Investor - Legacy Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | Legacy Financial Group Llc |
| Portfolio Value | $809,338,398 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Jpmorgan Hedged Equity Laddered Overlay Etf - ETF | 960,623 | $64,111,961 | 7.92% | |
| 2. | Ft Vest Laddered Deep Buffer Etf - ETF | 1,987,567 | $56,407,151 | 6.97% | |
| 3. | IEF | 338,551 | $55,600,275 | 6.87% | |
| 4. | Spdr Series Trust | 291,534 | $44,502,672 | 5.5% | |
| 5. | Vanguard Small-Cap Etf - ETF | 143,618 | $39,088,414 | 4.83% |