Legacy Financial Strategies, LLC
Q1 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
119
- Value ($000)
$458,628
- Date Filed04/08/2025
- Form type13F-HR
- CIK0001723925
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $71.85M | 16 % | 2,869,487 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $53.49M | 12 % | 2,484,443 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $39.28M | 9 % | 397,134 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $34.33M | 8 % | 555,757 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $33.10M | 7 % | 507,542 | ||
IGM ISHARES TR | EXPND TEC SC ETF | 464287549 | $23.51M | 5 % | 259,316 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $16.81M | 4 % | 160,719 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.26M | 3 % | 55,515 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.24M | 3 % | 473,385 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $7.16M | 2 % | 67,868 |
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