LEGACY FINANCIAL GROUP, INC.
Q1 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
82
- Value ($000)
$311,533
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001965579
- 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 |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $28.85M | 9 % | 77,799 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $26.04M | 8 % | 281,866 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $19.11M | 6 % | 579,333 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $18.60M | 6 % | 391,429 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $18.53M | 6 % | 449,579 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $18.15M | 6 % | 581,196 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $16.01M | 5 % | 610,981 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $14.46M | 5 % | 436,312 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $12.53M | 4 % | 207,251 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.95M | 4 % | 310,926 |
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