Legacy Financial Strategies, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 10, 2024
Value $
$416M
Signature - Title
Bethany Boschert - Chief Compliance Officer
Location
5400 College Blvd., Suite A, Leawood, KS
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 98 $416M +$32.4M -$9.87M +$22.5M SCHG, SCHD, SCHB, AGG, DGRO 13F-HR 7/10/2024, 02:59 PM
Q1 2024 90 $388M +$33M -$4.13M +$28.8M SCHG, SCHD, SCHB, AGG, DGRO 13F-HR 4/10/2024, 03:22 PM
Q4 2023 81 $351M +$12M -$947K +$11M SCHG, SCHD, SCHB, AGG, DGRO 13F-HR 2/1/2024, 11:46 AM
Q3 2023 73 $311M +$30.9M -$11.8M +$19.2M SCHG, SCHD, AGG, SCHB, DGRO 13F-HR 11/13/2023, 07:37 AM
Q2 2023 79 $299M +$18.3M -$5.93M +$12.4M SCHG, SCHD, SCHB, DGRO, AGG 13F-HR 7/28/2023, 09:43 AM
Q1 2023 72 $270M +$23.2M -$5.47M +$17.7M SCHG, SCHD, SCHB, DGRO, AGG 13F-HR 5/10/2023, 01:50 PM
Q4 2022 71 $242M +$11.7M -$1.8M +$9.87M SCHD, SCHG, SCHB, DGRO, AGG 13F-HR 2/15/2023, 05:28 PM
Q3 2022 62 $215M +$29.8M -$7.07M +$22.8M SCHD, SCHG, SCHB, DGRO, AGG 13F-HR 11/8/2022, 04:12 PM
Q2 2022 63 $203M +$10.6M -$9.95M +$683K SCHD, SCHG, SCHB, AGG, VTI 13F-HR 8/9/2022, 04:53 PM
Q1 2022 66 $235M +$44.9M -$1.03M +$43.9M SCHD, SCHG, SCHB, AGG, IGM 13F-HR 5/6/2022, 02:56 PM
Q4 2021 63 $231M +$9.01M -$9.43M -$417K SCHD, SCHG, SCHB, AGG, IGM 13F-HR 1/31/2022, 04:30 PM
Q3 2021 62 $213M +$6.51M -$693K +$5.82M SCHD, SCHG, SCHB, AGG, VTI 13F-HR 11/15/2021, 04:05 PM
Q2 2021 62 $209M +$12.3M -$3.56M +$8.7M SCHD, SCHG, SCHB, AGG, VTI 13F-HR 8/2/2021, 12:11 PM
Q1 2021 63 $189M +$12.1M -$30.6M -$18.5M SCHD, SCHG, SCHB, AGG, VTI 13F-HR 5/7/2021, 09:57 AM
Q4 2020 65 $196M +$3.69M -$1M +$2.68M SCHD, SCHB, SCHG, AGG, VTI 13F-HR 2/4/2021, 10:49 AM
Q3 2020 61 $174M +$44.8M -$9.45M +$35.3M SCHD, SCHB, AGG, SCHG, VTI 13F-HR 11/3/2020, 09:47 AM
Q2 2020 58 $129M +$8.1M -$3.79M +$4.31M SCHD, SCHB, SCHG, VEA, VTI 13F-HR 8/14/2020, 10:33 AM
Q1 2020 55 $105M +$13.7M -$6.45M +$7.25M SCHD, SCHB, SCHG, VEA, VTI 13F-HR 5/4/2020, 10:46 AM
Q4 2019 66 $124M +$11.5M -$5.68M +$5.83M SCHD, SCHB, VEA, VTI, SCHG 13F-HR 1/27/2020, 12:01 PM
Q3 2019 60 $112M +$9.65M -$6.69M +$2.96M SCHD, SCHB, VEA, VTI, IJR 13F-HR 11/1/2019, 10:21 AM
Q2 2019 56 $107M +$14.1M -$27.5M -$13.4M SCHB, SCHD, VEA, VTI, IJR 13F-HR 7/15/2019, 02:15 PM
Q1 2019 53 $117M +$12.5M -$6M +$6.53M MINT, SCHB, SCHD, VEA, VTI 13F-HR 5/7/2019, 09:35 PM
Q4 2018 54 $101M +$15.9M -$6.67M +$9.21M MINT, SCHB, VEA, VTI, IJR 13F-HR 2/14/2019, 05:58 PM
Q3 2018 56 $98.3M +$11.8M -$23.7M -$11.9M MINT, SCHB, VEA, IJR, VTI 13F-HR 11/14/2018, 02:40 PM
Q2 2018 91 $112M +$35.8M -$27M +$8.77M MINT, SCHB, VEA, IJR, VTI 13F-HR 8/14/2018, 12:53 PM
Q1 2018 91 $102M +$23.3M -$14.1M +$9.19M BND, VEA, VTI, IJR, GUNR 13F-HR 5/14/2018, 03:19 PM
Q4 2017 96 $94M $0 $0 VTI, BND, IJR, BRKB, VEA 13F-HR 5/14/2018, 02:34 PM