Legacy Advisory Services, LLC
Q1 2025 13F Holdings
- Locationexton, PA
- Num holdings
50
- Value ($000)
$118,425
- Date Filed05/19/2025
- Form type13F-HR
- CIK0002068847
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $26.02M | 22 % | 235,605 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $16.64M | 14 % | 253,044 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $11.42M | 10 % | 125,436 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $9.95M | 8 % | 106,270 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $6.65M | 6 % | 38,907 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $5.74M | 5 % | 57,025 | ||
IWX ISHARES TR | RUS TP200 VL ETF | 464289420 | $5.65M | 5 % | 68,771 | ||
MGC VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | $4.27M | 4 % | 21,179 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.91M | 3 % | 6,967 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.61M | 3 % | 18,106 |
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