Filer Name: LEGACY FINANCIAL GROUP, INC.
CIK: 1965579
Period: 2024-12-31
Filed At: 2025-02-15
Number of Holdings: 85
Portfolio Value: $0.31B

Legacy Financial Group, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VUG US VANGUARD GROWTH ETF 77,375 $32M 10.23% 0.3% -
AVUS US AVANTIS U.S. EQUITY ETF 258,738 $25M 8.08% 5.7% -
DFAC US DIMENSIONAL US CORE EQUITY 2 588,261 $20M 6.55% -1.7% -
DFUV US DIMENSIONAL US MARKETWIDE VA 445,818 $18M 5.87% 1.4% -
DFSD US DIMENSIONAL SHORT DURATION 378,622 $18M 5.72% 6.5% -
DFAI US DIMENSIONAL INTERNATIONAL CO 578,952 $17M 5.44% 1.3% -
DFAX US DIMENSIONAL WORLD EX US CORE 572,542 $14M 4.58% 8.7% -
DUHP US DIMENSIONAL US HIGH PROFI ET 419,693 $14M 4.57% 8.3% -
DFUS US DIMENSIONAL US EQ MKT ETF 185,671 $12M 3.81% 7.0% -
DFAU US DIMENSIONAL US CORE EQUITY M 287,896 $12M 3.75% -0.7% -
DFCF US DIMENSIONAL CORE FIXED INC 259,187 $11M 3.44% 4.8% -
AAPL US APPLE INC 40,066 $10M 3.23% 11.6% -
DFAT US DIMENSIONAL US TARGET VALUE 162,868 $9M 2.92% -2.9% -
BNDX US VANGUARD TOTAL INTL BOND ETF 177,359 $9M 2.80% 13.2% -
SCHX US SCHWAB US LARGE-CAP ETF 273,021 $6M 2.04% -0.8% -
DFAE US DIMENSIONAL EMERGING CORE EQ 228,565 $6M 1.87% -0.1% -
DFLV US DIM US LARGE CAP VALUE ETF 188,685 $6M 1.82% 11.9% -
OKE US ONEOK INC 45,746 $5M 1.48% -2.5% -
SUB US ISHARES SHORT-TERM NATIONAL 43,595 $5M 1.48% -2.2% -
DFNM US DIMENSIONAL NATIONAL MUNI BD 94,642 $5M 1.46% -5.1% -
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