New Legacy Group, LLC
CIK 1908065 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- SPY21.49%
- META19.90%
- UBER9.52%
- HYG7.38%
- VWO5.50%
- IWD4.41%
- GLD3.28%
- MLPX3.04%
- AAPL2.67%
- GVI2.44%
Share classes counted separately79.63%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $7.86M | 21.49% | 18.39K shares | — | ↗▾ | |
| 02 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $7.28M | 19.90% | 24.25K shares | — | ↗▾ | |
| 03 | UBERUBER TECHNOLOGIES INC View history and evidence | $3.48M | 9.52% | 75.68K shares | — | ↗▾ | |
| 04 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $2.70M | 7.38% | 36.60K shares | — | ↗▾ | |
| 05 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $2.01M | 5.50% | 51.33K shares | — | ↗▾ | |
| 06 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $1.61M | 4.41% | 10.63K shares | — | ↗▾ | |
| 07 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $1.20M | 3.28% | 7.00K shares | — | ↗▾ | |
| 08 | MLPXGLOBAL X MLP & ENERGY INFRASGLB X MLP ENRG I View history and evidence | $1.11M | 3.04% | 26.20K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $975.90K | 2.67% | 5.70K shares | — | ↗▾ | |
| 10 | GVIISHARES INTERMEDIATE GOVERNMINTRM GOV CR ETF View history and evidence | $891.70K | 2.44% | 8.80K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWO ISHARES RUSSELL 2000 GROWTH | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1908065 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 36574742
}Take these holdings further.
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