Legacy Financial Strategies, LLC
Q2 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
127
- Value ($000)
$509,625
- Date Filed07/10/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $86.45M | 17 % | 2,959,493 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $60.67M | 12 % | 2,545,750 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $39.60M | 8 % | 399,164 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $36.67M | 7 % | 573,454 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $34.16M | 7 % | 500,782 | ||
IGM ISHARES TR | EXPND TEC SC ETF | 464287549 | $30.71M | 6 % | 273,334 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $17.69M | 4 % | 161,857 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $17.49M | 3 % | 57,533 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.54M | 3 % | 473,201 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.82M | 2 % | 49,470 |
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