Legacy Financial Group LLC

CIK Number: 0001834011

519.91M
Market Value
49
# of Holdings
7 months
Avg. Holding Period
71.29%
Win Rate
10.15%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Ishares Tr
140.68
+0.16% 492.99K +0.16% 65.03M 116.8 12.51%
2
Spdr Ser Tr
130.84
+0.09% 374.28K +0.78% 53.16M 130.52 10.23%
3
Vanguard Index ...
541.93
+0.10% 69.73K -6.04% 36.79M 473.68 7.08%
4
Vanguard Index ...
241.76
-0.04% 143.14K +1.20% 33.95M 225.26 6.53%
5 Ishares Tr
45.01
+0.08% 597.80K +14.90% 28.17M 45.4 5.42%

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