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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 - GROWTH ETF
 77,799 $28,849,479 9.26%
2.
American Centy Etf Tr - US EQT ETF
 281,866 $26,038,785 8.36%
3.
Dimensional Etf Trust
 579,333 $19,112,196 6.13%
4.
Dimensional Etf Trust
 391,429 $18,600,710 5.97%
5.
Dimensional Etf Trust
 449,579 $18,527,151 5.95%
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)