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Home > Institutional Investor > My Legacy Advisors, Llc > Profile

Instuitional Investor - My Legacy Advisors, Llc

Fund Profile
Filing Period:
Fund Name: My Legacy Advisors, Llc
Portfolio Value $257,629,351
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 246,904 $11,135,370 4.32%
2.
Ishares Trust
 IEF 16,575 $9,872,402 3.83%
3.
Apple Inc.
 AAPL 36,812 $8,756,504 3.39%
4.
Microsoft Corp
 MSFT 19,159 $8,167,655 3.17%
5.
Spdr Series Trust
 111,155 $7,749,703 3%
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)