Notify me when Legacy Financial Strategies, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 138 | $564,783,472 | +$49,730,513 | -$46,264,030 | +$3,466,483 | SCHG, SCHB, AGG, AVLV, AVDE | 13F-HR | 23 Jan 2026, 10:56 |
| Q3 2025 | 135 | $553,701,750 | +$29,772,567 | -$18,220,776 | +$11,551,791 | SCHG, SCHB, AGG, DGRO, IGM | 13F-HR | 05 Nov 2025, 17:54 |
| Q2 2025 | 127 | $509,625,107 | +$28,362,676 | -$10,125,340 | +$18,237,336 | SCHG, SCHB, AGG, DGRO, AVLV | 13F-HR | 10 Jul 2025, 14:53 |
| Q1 2025 | 119 | $458,628,299 | +$19,545,601 | -$10,949,176 | +$8,596,425 | SCHG, SCHB, AGG, DGRO, AVLV | 13F-HR | 08 Apr 2025, 10:49 |
| Q4 2024 | 119 | $464,357,200 | +$115,731,037 | -$4,604,814 | +$111,126,223 | SCHG, SCHB, AGG, DGRO, AVLV | 13F-HR | 28 Jan 2025, 16:10 |
| Q3 2024 | 115 | $453,231,416 | +$63,053,285 | -$47,979,505 | +$15,073,780 | SCHG, SCHB, AGG, DGRO, AVLV | 13F-HR | 18 Oct 2024, 10:08 |
| Q2 2024 | 98 | $415,203,460 | +$32,225,085 | -$9,870,445 | +$22,354,640 | SCHG, SCHD, SCHB, AGG, DGRO | 13F-HR | 10 Jul 2024, 14:59 |
| Q1 2024 | 90 | $388,055,146 | +$32,981,818 | -$4,132,451 | +$28,849,367 | SCHG, SCHD, SCHB, AGG, DGRO | 13F-HR | 10 Apr 2024, 15:22 |
| Q4 2023 | 81 | $350,736,147 | +$11,962,129 | -$947,024 | +$11,015,105 | SCHG, SCHD, SCHB, AGG, DGRO | 13F-HR | 01 Feb 2024, 11:46 |
| Q3 2023 | 73 | $311,101,897 | +$30,947,493 | -$11,786,368 | +$19,161,125 | SCHG, SCHD, AGG, SCHB, DGRO | 13F-HR | 13 Nov 2023, 07:37 |
| Q2 2023 | 79 | $299,128,567 | +$18,290,560 | -$5,933,994 | +$12,356,566 | SCHG, SCHD, SCHB, DGRO, AGG | 13F-HR | 28 Jul 2023, 09:43 |
| Q1 2023 | 72 | $269,676,986 | +$23,201,904 | -$5,471,760 | +$17,730,144 | SCHG, SCHD, SCHB, DGRO, AGG | 13F-HR | 10 May 2023, 13:50 |
| Q4 2022 | 71 | $241,840,494 | +$11,673,600 | -$1,799,402 | +$9,874,198 | SCHD, SCHG, SCHB, DGRO, AGG | 13F-HR | 15 Feb 2023, 17:28 |
| Q3 2022 | 62 | $214,902,000 | +$29,838,034 | -$7,070,637 | +$22,767,397 | SCHD, SCHG, SCHB, DGRO, AGG | 13F-HR | 08 Nov 2022, 16:12 |
| Q2 2022 | 63 | $202,557,000 | +$10,635,414 | -$9,952,311 | +$683,103 | SCHD, SCHG, SCHB, AGG, VTI | 13F-HR | 09 Aug 2022, 16:53 |
| Q1 2022 | 66 | $234,592,000 | +$44,944,430 | -$1,028,954 | +$43,915,476 | SCHD, SCHG, SCHB, AGG, IGM | 13F-HR | 06 May 2022, 14:56 |
| Q4 2021 | 63 | $231,359,000 | +$9,012,556 | -$9,429,866 | -$417,310 | SCHD, SCHG, SCHB, AGG, IGM | 13F-HR | 31 Jan 2022, 16:30 |
| Q3 2021 | 62 | $212,615,000 | +$6,510,976 | -$692,874 | +$5,818,102 | SCHD, SCHG, SCHB, AGG, VTI | 13F-HR | 15 Nov 2021, 16:05 |
| Q2 2021 | 62 | $208,780,000 | +$12,262,783 | -$3,559,679 | +$8,703,104 | SCHD, SCHG, SCHB, AGG, VTI | 13F-HR | 02 Aug 2021, 12:11 |
| Q1 2021 | 63 | $189,134,000 | +$12,110,624 | -$30,620,632 | -$18,510,008 | SCHD, SCHG, SCHB, AGG, VTI | 13F-HR | 07 May 2021, 09:57 |
| Q4 2020 | 65 | $196,148,000 | +$3,687,279 | -$1,004,292 | +$2,682,987 | SCHD, SCHB, SCHG, AGG, VTI | 13F-HR | 04 Feb 2021, 10:49 |
| Q3 2020 | 61 | $173,683,000 | +$44,759,676 | -$9,451,361 | +$35,308,315 | SCHD, SCHB, AGG, SCHG, VTI | 13F-HR | 03 Nov 2020, 09:47 |
| Q2 2020 | 58 | $129,459,000 | +$8,100,823 | -$3,794,343 | +$4,306,480 | SCHD, SCHB, SCHG, VEA, VTI | 13F-HR | 14 Aug 2020, 10:33 |
| Q1 2020 | 55 | $105,305,000 | +$13,702,125 | -$6,451,409 | +$7,250,716 | SCHD, SCHB, SCHG, VEA, VTI | 13F-HR | 04 May 2020, 10:46 |
| Q4 2019 | 66 | $123,918,000 | +$11,513,415 | -$5,682,854 | +$5,830,561 | SCHD, SCHB, VEA, VTI, SCHG | 13F-HR | 27 Jan 2020, 12:01 |
| Q3 2019 | 61 | $112,332,000 | +$9,651,721 | -$6,688,126 | +$2,963,595 | SCHD, SCHB, VEA, VTI, IJR | 13F-HR | 01 Nov 2019, 10:21 |
| Q2 2019 | 56 | $107,138,000 | +$14,111,799 | -$27,547,241 | -$13,435,442 | SCHB, SCHD, VEA, VTI, IJR | 13F-HR | 15 Jul 2019, 14:15 |
| Q1 2019 | 53 | $117,058,000 | +$12,522,286 | -$5,996,854 | +$6,525,432 | MINT, SCHB, SCHD, VEA, VTI | 13F-HR | 07 May 2019, 21:35 |
| Q4 2018 | 54 | $100,925,000 | +$15,874,446 | -$6,665,931 | +$9,208,515 | MINT, SCHB, VEA, VTI, IJR | 13F-HR | 14 Feb 2019, 17:58 |
| Q3 2018 | 56 | $98,254,000 | +$11,835,770 | -$23,721,014 | -$11,885,244 | MINT, SCHB, VEA, IJR, VTI | 13F-HR | 14 Nov 2018, 14:40 |
| Q2 2018 | 91 | $111,678,000 | +$35,802,229 | -$27,037,199 | +$8,765,030 | MINT, SCHB, VEA, IJR, VTI | 13F-HR | 14 Aug 2018, 12:53 |
| Q1 2018 | 91 | $102,365,000 | +$23,276,816 | -$14,084,133 | +$9,192,683 | BND, VEA, VTI, IJR, GUNR | 13F-HR | 14 May 2018, 15:19 |
| Q4 2017 | 96 | $94,026,000 | $0 | $0 | $0 | VTI, BND, IJR, BRKB, VEA | 13F-HR | 14 May 2018, 14:34 |