Legacy Financial Strategies, LLC
CIK 1723925 · Holdings on Jun 30, 2026 · First reported Jul 21, 2026
Top ten holdings
Q2 2026- SCHG15.39%
- SCHB11.96%
- AGG7.03%
- AVLV6.88%
- AVDE6.68%
- IGM6.48%
- DGRO4.91%
- VTI3.08%
- SDSI2.63%
- SCHD2.15%
Share classes counted separately67.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SDSIWeight increased · +2.59 pp0.04% → 2.63%Shares +325.39K (+6901.15%)
- AGGWeight decreased · -1.31 pp8.34% → 7.03%Shares -7.40K (-1.59%)
- IGMWeight increased · +1.00 pp5.48% → 6.48%Shares -318 (-0.12%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $99.39M | 15.39% | 2.94M shares | 15.24% → 15.39%+0.15 pp +37.70K (+1.30%) | Added | ▾ |
| 02 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $77.19M | 11.96% | 2.67M shares | 11.84% → 11.96%+0.12 pp +50.79K (+1.94%) | Added | ▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $45.37M | 7.03% | 458.38K shares | 8.34% → 7.03%-1.31 pp -7.40K (-1.59%) | Reduced | ▾ |
| 04 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $44.44M | 6.88% | 487.18K shares | 7.01% → 6.88%-0.13 pp +5.32K (+1.10%) | Added | ▾ |
| 05 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $43.14M | 6.68% | 483.68K shares | 7.20% → 6.68%-0.52 pp +13.54K (+2.88%) | Added | ▾ |
| 06 | IGMISHARES EXPANDED TECH SECTOREXPND TEC SC ETF View history and evidence | $41.83M | 6.48% | 255.74K shares | 5.48% → 6.48%+1.00 pp -318 (-0.12%) | Reduced | ▾ |
| 07 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $31.71M | 4.91% | 418.41K shares | 5.25% → 4.91%-0.34 pp +4.05K (+0.98%) | Added | ▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $19.90M | 3.08% | 53.79K shares | 3.07% → 3.08%+0.01 pp +836 (+1.58%) | Added | ▾ |
| 09 | SDSIAMER CENT SH DUR STRAT INCSHORT DURTN STRG View history and evidence | $16.95M | 2.63% | 330.10K shares | 0.04% → 2.63%+2.59 pp +325.39K (+6901.15%) | Added | ▾ |
| 10 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $13.87M | 2.15% | 437.28K shares | 2.42% → 2.15%-0.27 pp +805 (+0.18%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MKC MCCORMICK & CO-NON VTG SHRS | Non-derivative | -32,448 | -$1.64M | SEC filing ↗ | SEC filing ↗ |
| TAXF AMERICAN CENTURY DIVER MUNI | Non-derivative | -7,086 | -$354.65K | SEC filing ↗ | SEC filing ↗ |
| COP CONOCOPHILLIPS | Non-derivative | -2,565 | -$338.65K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1723925 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 645657564
}Research all 152 reported holdings.
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