News + Filings Holdings
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Legacy Financial Strategies, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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PIMCO ETF Trust
| MINT | Common | 2,579 | -26,352 | 257,316,000 | -2,614,057,000 | 0.09 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 4,589 | -2,787 | 477,489,000 | -294,639,000 | 0.16 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 25,356 | -784 | 1,843,152,000 | -86,774,000 | 0.62 | |
Hist
| 06/30/2023 |
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AMC ENTERTAINMENT HOLDINGS, INC.
| AMC | CL A COM | 11,607 | -986 | 51,071,000 | -12,020,000 | 0.02 | |
Hist
| 06/30/2023 |
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DEERE & CO
| DE | Common | 515 | -4 | 208,673,000 | -5,612,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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PEPSICO INC
| PEP | Common | 1,312 | -9 | 243,056,000 | 2,265,000 | 0.08 | |
Hist
| 06/30/2023 |
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O REILLY AUTOMOTIVE INC
| ORLY | COM | 567 | -55 | 541,655,000 | 13,589,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 633 | -41 | 296,864,000 | 65,313,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 105,159 | -426 | 10,479,074,000 | 269,020,000 | 3.50 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 10,227 | -97 | 3,487,407,000 | 299,666,000 | 1.17 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 2,375 | -100 | 1,004,700,000 | 317,201,000 | 0.34 | 0.00 |
Hist
| 06/30/2023 |
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