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Home > Institutional Investor > Legacy Financial Strategies, Llc > Profile

Instuitional Investor - Legacy Financial Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Financial Strategies, Llc
Portfolio Value $350,736,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 661,542 $54,881,541 15.64%
2.
Schwab Strategic Trust
 FNDF 500,096 $38,072,314 10.85%
3.
Schwab Strategic Trust
 FNDF 581,452 $32,369,415 9.22%
4.
Ishares Trust
 IEF 325,216 $32,277,641 9.2%
5.
Ishares Tr
 475,849 $25,610,195 7.3%
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)