My Legacy Advisors, LLC

Q3 2022 13F Holdings Report, Stock Holdings

Signature - Title
Michael DeRosa - Chief Compliance Officer
Location
Bend, OR
Holdings as of
30 Sep 2022
Value $
$198M
Num holdings
197
Date filed
17 Oct 2022, 13:00
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included USHY, AAPL, ESGU, SPLG, and MSFT.
Previous filing
Q2 2022 - 12 Jul 2022
Next filing
Q4 2022 - 07 Feb 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q3 compared to 2022 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michael DeRosa Chief Compliance Officer Bend, Oregon 17 Oct 2022

Other Included Managers (2):

Num Name Location File Number
1 Sei Investments Co Oaks, PA 028-16454
2 City National Rochdale, Llc New York, NY 028-05392