Filer Name: LEGACY SOLUTIONS, LLC
CIK: 2053314
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 69
Portfolio Value: $0.09B

Legacy Solutions, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 212,316 $15M 15.95% - -
IUSG US ISHARES CORE S&P U.S. GROWTH 50,324 $7M 7.64% - -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 201,942 $7M 7.51% - -
IUSV US ISHARES CORE S&P U.S. VALUE 69,735 $6M 7.04% - -
MOAT US VANECK MORNINGSTAR WIDE MOAT 65,762 $6M 6.64% - -
CGGR US CAP GROUP GROWTH EQUITY 155,668 $6M 6.30% - -
IVOO US VANGUARD S&P MID-CAP 400 ETF 36,171 $4M 4.16% - -
SPSM US SPDR PORTFOLIO S&P 600 SMALL 70,718 $3M 3.46% - -
SPEM US SPDR PORTFOLIO EMERGING MARK 67,497 $3M 2.82% - -
HTRB US HARTFORD TTL RTRN BND ETF 67,961 $2M 2.47% - -
FBND US FIDELITY TOTAL BOND ETF 47,399 $2M 2.32% - -
SPAB US SPDR PORTFOLIO AGGREGATE BON 81,913 $2M 2.23% - -
MINT US PIMCO ENHANCED SHORT MATURIT 16,821 $2M 1.84% - -
GSY US INVESCO ULTRA SHORT DURATION 27,719 $1M 1.51% - -
FSK US FS KKR CAPITAL CORP 61,346 $1M 1.45% - -
FMB US FIRST TRUST MANAGED MUNICIPA 25,810 $1M 1.43% - -
VUSB US VANGUARD ULTRA SHORT BOND ET 24,283 $1M 1.31% - -
BSV US VANGUARD SHORT-TERM BOND ETF 13,705 $1M 1.15% - -
FSEP US FT VEST U.S. EQUITY BUFFER E 19,943 $1M 0.99% - -
AAPL US APPLE INC 3,373 $1M 0.92% - -
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