LEGACY SOLUTIONS, LLC
CIK 2053314 · Holdings on Dec 31, 2024 · First reported Feb 3, 2025
Top ten holdings
Q4 2024- SPYM15.95%
- IUSG7.64%
- SPDW7.51%
- IUSV7.04%
- MOAT6.64%
- CGGR6.30%
- IVOO4.16%
- SPSM3.46%
- SPEM2.82%
- HTRB2.47%
Share classes counted separately63.99%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $14.64M | 15.95% | 212.32K shares | Prior unavailable — | — | ↗▾ |
| 02 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $7.01M | 7.64% | 50.32K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $6.89M | 7.51% | 201.94K shares | Prior unavailable — | — | ↗▾ |
| 04 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $6.46M | 7.04% | 69.73K shares | Prior unavailable — | — | ↗▾ |
| 05 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $6.10M | 6.64% | 65.76K shares | Prior unavailable — | — | ↗▾ |
| 06 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $5.79M | 6.30% | 155.67K shares | Prior unavailable — | — | ↗▾ |
| 07 | IVOOVANGUARD S&P MID-CAP 400 ETFMIDCP 400 IDX View history and evidence | $3.82M | 4.16% | 36.17K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPSMSS SPDR P S&P 600 SMALL CAPPORTFOLIO S&P600 View history and evidence | $3.18M | 3.46% | 70.72K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPEMSTATE STREET SP PTF EM ETFPORTFOLIO EMG MK View history and evidence | $2.59M | 2.82% | 67.50K shares | Prior unavailable — | — | ↗▾ |
| 10 | HTRBHARTFORD TTL RTRN BND ETFTOTAL RTRN ETF View history and evidence | $2.27M | 2.47% | 67.96K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2053314 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 3, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 91773275
}Research all 69 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.