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Legacy Financial Strategies, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
SCHWAB STRATEGIC TRUST SCHGCommon666,33720,60949,941,969,0007,859,857,00016.70  Hist 06/30/2023
iSHARES TRUST IGMCommon40,9871,64616,102,655,0002,753,331,0005.38  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHBCommon520,2319,03126,895,954,0002,435,034,0008.99  Hist 06/30/2023
DGROYAL, LLC DGROETF423,65923,05821,831,152,0001,805,113,0007.30  Hist 06/30/2023
iSHARES TRUST AGGLEHMAN AGG BND167,60919,59516,417,314,0001,669,184,0005.49  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon53,42361911,767,965,000990,602,0003.93  Hist 06/30/2023
Apple Inc. AAPLCommon24,5542304,762,658,000751,660,0001.59  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK6,4281,2102,617,996,000655,663,0000.88  Hist 06/30/2023
BROWN & BROWN, INC. BROCommon39,6433,0292,729,049,000626,658,0000.910.01 Hist 06/30/2023
SHERWIN WILLIAMS CO SHWCommon9,3777382,489,867,000548,015,0000.830.00 Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLVCommon70,3152,4499,332,847,000546,976,0003.12  Hist 06/30/2023
MICROSOFT CORP MSFTCommon6,5446552,228,577,000530,861,0000.750.00 Hist 06/30/2023
S&P Global Inc. SPGICOM6,4394762,581,414,000525,392,0000.860.00 Hist 06/30/2023
LOWES COMPANIES INC LOWCommon12,0271,0432,714,431,000518,039,0000.910.00 Hist 06/30/2023
EXPEDITORS INTERNATIONAL OF WASHINGTON INC EXPDCommon22,8841,6262,771,996,000431,089,0000.930.01 Hist 06/30/2023
NORDSON CORP NDSNCommon9,3058222,309,341,000423,898,0000.770.02 Hist 06/30/2023
MCDONALDS CORP MCDCommon9,6198652,870,334,000422,762,0000.960.00 Hist 06/30/2023
ROPER TECHNOLOGIES INC ROPCommon5,2984482,547,328,000409,942,0000.850.00 Hist 06/30/2023
ABBOTT LABORATORIES ABTCommon21,7182,1512,367,718,000386,359,0000.79  Hist 06/30/2023
CINTAS CORP CTASCommon5,7203982,843,476,000380,939,0000.950.01 Hist 06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP MUBETF21,0353,6962,245,066,000376,962,0000.75  Hist 06/30/2023
IndexIQ ETF Trust MMITCommon23,90015,341582,204,000371,738,0000.19  Hist 06/30/2023
AFLAC INC AFLCommon36,2462,7172,529,971,000366,690,0000.850.01 Hist 06/30/2023
SMITH A O CORP AOSCommon37,1682,8512,705,055,000332,017,0000.900.02 Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDcommon557,8658,28340,512,152,000304,704,00013.54  Hist 06/30/2023
Air Products & Chemicals, Inc. APDCommon8,4836942,540,836,000303,857,0000.850.00 Hist 06/30/2023
AMAZON COM INC AMZNCommon7,9418141,035,189,000299,041,0000.35  Hist 06/30/2023
AMERICAN FIDELITY ASSURANCE CO FHLCCommon47,9223,4193,024,809,000289,201,0001.01  Hist 06/30/2023
MCCORMICK & CO INC MKCCommon27,3452,1332,385,341,000287,433,0000.800.01 Hist 06/30/2023
ILLINOIS TOOL WORKS INC ITWCommon10,8418472,711,971,000278,971,0000.91  Hist 06/30/2023
ATMOS ENERGY CORP ATOCommon21,2221,7132,468,982,000276,967,0000.830.01 Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon5,751122,549,311,000199,814,0000.85  Hist 06/30/2023
AUTOMATIC DATA PROCESSING INC ADPCommon11,2839692,479,825,000183,709,0000.830.00 Hist 06/30/2023
PRICE T ROWE GROUP INC TROWCommon19,7341,6432,210,563,000168,124,0000.74  Hist 06/30/2023
HONEYWELL INTERNATIONAL INC HONCommon5,4232701,125,273,000140,432,0000.380.00 Hist 06/30/2023
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