My Legacy Advisors, LLC
CIK 1767802 · Holdings on Mar 31, 2025 · First reported Apr 15, 2025
Top ten holdings
Q1 2025- IUSB4.54%
- IVV3.46%
- AAPL3.28%
- MSFT2.80%
- HYG2.76%
- SHYG2.70%
- SPYM2.61%
- QUAL1.86%
- IVW1.83%
- DYNF1.63%
Share classes counted separately27.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EFGWeight decreased · -0.56 pp1.51% → 0.95%Shares -15.31K (-38.39%)
- SPYMWeight decreased · -0.40 pp3.01% → 2.61%Shares -8.35K (-7.51%)
- IVVWeight decreased · -0.37 pp3.83% → 3.46%Shares -641 (-3.87%)
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 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $11.77M | 4.54% | 255.44K shares | 4.32% → 4.54%+0.22 pp +8.53K (+3.46%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.95M | 3.46% | 15.93K shares | 3.83% → 3.46%-0.37 pp -641 (-3.87%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $8.50M | 3.28% | 38.25K shares | 3.40% → 3.28%-0.12 pp +1.44K (+3.90%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $7.25M | 2.80% | 19.32K shares | 3.17% → 2.80%-0.37 pp +163 (+0.85%) | Added | ↗▾ |
| 05 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $7.16M | 2.76% | 90.71K shares | 2.72% → 2.76%+0.04 pp +2.46K (+2.78%) | Added | ↗▾ |
| 06 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $7.00M | 2.70% | 164.60K shares | 2.62% → 2.70%+0.08 pp +7.75K (+4.94%) | Added | ↗▾ |
| 07 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $6.76M | 2.61% | 102.80K shares | 3.01% → 2.61%-0.40 pp -8.35K (-7.51%) | Reduced | ↗▾ |
| 08 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $4.83M | 1.86% | 28.28K shares | 1.74% → 1.86%+0.12 pp +3.27K (+13.08%) | Added | ↗▾ |
| 09 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $4.73M | 1.83% | 50.98K shares | 2.00% → 1.83%-0.17 pp +889 (+1.77%) | Added | ↗▾ |
| 10 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $4.22M | 1.63% | 86.56K shares | 1.73% → 1.63%-0.10 pp +412 (+0.48%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IFRA ISHARES US INFRASTRUCTURE | Non-derivative | -8,636 | -$409.26K | SEC filing ↗ | SEC filing ↗ |
| WHR WHIRLPOOL CORP | Non-derivative | -2,001 | -$259.51K | SEC filing ↗ | SEC filing ↗ |
| DMXF ISHARES ESG ADVANC MSCI EAFE | Non-derivative | -3,752 | -$243.54K | SEC filing ↗ | SEC filing ↗ |
3 / 5 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 1767802 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 253127380
}Research all 205 reported holdings.
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