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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 $464,357,200
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,749,443 $76,544,493 16.48%
2.
Schwab Strategic Trust
 FNDF 2,374,585 $53,808,106 11.58%
3.
Ishares Trust
 IEF 393,301 $38,114,843 8.2%
4.
Ishares Tr
 544,345 $33,270,394 7.16%
5.
American Centy Etf Tr
 487,382 $32,513,274 7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)