Legacy Financial Group LLC
Q1 2025 13F Holdings
- Locationdes moines, IA
- Num holdings
111
- Value ($000)
$650,114
- Date Filed04/10/2025
- Form type13F-HR
- CIK0001834011
- 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 |
|---|---|---|---|---|---|---|---|
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $58.62M | 9 % | 461,280 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $54.66M | 8 % | 915,803 | ||
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $49.98M | 8 % | 368,348 | ||
BUFD FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $47.84M | 7 % | 1,917,238 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $32.14M | 5 % | 62,547 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $29.91M | 5 % | 134,892 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $25.17M | 4 % | 546,209 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $23.65M | 4 % | 451,471 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $17.88M | 3 % | 340,366 | ||
BSJQ INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 | $17.59M | 3 % | 758,569 |
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