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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 $509,625,107
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,959,493 $86,446,798 16.96%
2.
Schwab Strategic Trust
 FNDF 2,545,750 $60,665,220 11.9%
3.
Ishares Trust
 IEF 399,164 $39,597,051 7.77%
4.
Ishares Tr
 573,454 $36,666,651 7.19%
5.
American Centy Etf Tr
 500,782 $34,158,371 6.7%
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)