Universe · entity
Legacy Financial Group LLC
Institutional manager (13F) · CIK 1834011
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $753M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $62M | 967,024 |
| 2 | FT VEST LADDERED DEEP BUFFER ETF | $56M | 2,007,503 |
| 3 | ISHARES CORE S&P U.S. GROWTH ETF | $53M | 340,350 |
| 4 | STATE STREET SPDR S&P DIVIDEND ETF | $43M | 291,421 |
| 5 | VANGUARD SMALL-CAP ETF | $38M | 143,888 |
| 6 | ESSENTIAL 40 STOCK ETF | $33M | 1,899,212 |
| 7 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $29M | 367,072 |
| 8 | ISHARES CORE S&P 500 ETF | $27M | 41,188 |
| 9 | ISHARES FLEXIBLE INCOME ACTIVE ETF | $27M | 516,483 |
| 10 | ISHARES CORE TOTAL USD BOND MARKET ETF | $26M | 557,960 |
| 11 | ISHARES S&P 500 VALUE ETF | $20M | 96,778 |
| 12 | ISHARES S&P 500 GROWTH ETF | $18M | 161,845 |
| 13 | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $18M | 926,547 |
| 14 | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $18M | 872,980 |
| 15 | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $18M | 840,770 |
| 16 | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $18M | 414,479 |
| 17 | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $17M | 296,212 |
| 18 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $17M | 321,061 |
| 19 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $15M | 183,786 |
| 20 | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $14M | 560,883 |
| 21 | ISHARES MSCI EAFE VALUE ETF | $14M | 190,167 |
| 22 | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $14M | 247,465 |
| 23 | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $10M | 587,420 |
| 24 | ISHARES MSCI EAFE GROWTH ETF | $9M | 80,080 |
| 25 | ISHARES MSCI USA QUALITY FACTOR ETF | $9M | 45,697 |
| 26 | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $8M | 251,729 |
| 27 | ISHARES MSCI USA MOMENTUM FACTOR ETF | $8M | 33,679 |
| 28 | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $8M | 216,682 |
| 29 | ISHARES 10-20 YEAR TREASURY BOND ETF | $8M | 75,755 |
| 30 | CASEYS GEN STORES INC COM | $7M | 9,761 |
| 31 | ISHARES CORE U.S. REIT ETF | $7M | 111,351 |
| 32 | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $7M | 74,362 |
| 33 | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $6M | 266,906 |
| 34 | ISHARES MBS ETF | $6M | 63,898 |
| 35 | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $6M | 179,828 |
| 36 | ISHARES LARGE CAP CORE ACTIVE ETF | $6M | 139,058 |
| 37 | ISHARES U.S. TREASURY BOND ETF | $6M | 248,034 |
| 38 | VANGUARD FTSE DEVELOPED MARKETS ETF | $5M | 85,338 |
| 39 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $5M | 37,414 |
| 40 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5M | 10,982 |
| 41 | VANGUARD MID-CAP ETF | $5M | 18,131 |
| 42 | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $4M | 88,287 |
| 43 | VANGUARD UTILITIES ETF | $4M | 22,047 |
| 44 | VANGUARD S&P 500 ETF | $4M | 6,407 |
| 45 | AMAZON COM INC COM | $3M | 15,183 |
| 46 | MICROSOFT CORP COM | $3M | 7,803 |
| 47 | VANGUARD SHORT-TERM BOND ETF | $3M | 34,394 |
| 48 | APPLE INC COM | $3M | 10,463 |
| 49 | VANGUARD GROWTH ETF | $2M | 5,221 |
| 50 | ISHARES GOLD TRUST | $2M | 20,928 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.