New Legacy Group, LLC
Q3 2023 13F Holdings
- Locationnew york, NY
- Num holdings
28
- Value ($000)
$36,575
- Date Filed 11/14/2023
- Form type13F-HR
- CIK 0001908065
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.86M | 22 % | 18,387 | ||
M META PLATFORMS INC | CL A | 30303M102 | $7.28M | 20 % | 24,250 | ||
U UBER TECHNOLOGIES INC | COM | 90353T100 | $3.48M | 10 % | 75,684 | ||
H ISHARES TR | IBOXX HI YD ETF | 464288513 | $2.70M | 7 % | 36,600 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $2.01M | 6 % | 51,332 | ||
I ISHARES TR | RUS 1000 VAL ETF | 464287598 | $1.61M | 4 % | 10,635 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $1.20M | 3 % | 7,000 | ||
M GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | $1.11M | 3 % | 26,200 | ||
A APPLE INC | COM | 037833100 | $975.90K | 3 % | 5,700 | ||
G ISHARES TR | INTRM GOV CR ETF | 464288612 | $891.70K | 2 % | 8,800 |
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