Legacy Financial Group LLC

报告期 2026-03-31 · CIK 0001834011

持仓数

121

前50大市值合计

$753.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

ETF

$61.8M

967,024

8.2%

BUFD FT VEST LADDERED DEEP BUFFER ETF

ETF

$56.2M

2,007,503

7.5%

IUSG ISHARES CORE S&P U.S. GROWTH ETF

ETF

$52.8M

340,350

7.0%

SDY STATE STREET SPDR S&P DIVIDEND ETF

ETF

$42.5M

291,421

5.6%

VB VANGUARD SMALL-CAP ETF

ETF

$37.7M

143,888

5.0%

ESN ESSENTIAL 40 STOCK ETF

ETF

$33.3M

1,899,212

4.4%

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF

ETF

$28.9M

367,072

3.8%

IVV ISHARES CORE S&P 500 ETF

ETF

$26.9M

41,188

3.6%

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF

ETF

$26.8M

516,483

3.6%

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF

ETF

$25.8M

557,960

3.4%

IVE ISHARES S&P 500 VALUE ETF

ETF

$20.4M

96,778

2.7%

IVW ISHARES S&P 500 GROWTH ETF

ETF

$18.3M

161,845

2.4%

BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF

ETF

$18.2M

926,547

2.4%

BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF

ETF

$17.8M

872,980

2.4%

BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF

ETF

$17.7M

840,770

2.3%

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

ETF

$17.5M

414,479

2.3%

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

ETF

$17.2M

296,212

2.3%

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

ETF

$17.1M

321,061

2.3%

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

ETF

$15.2M

183,786

2.0%

BSJU INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF

ETF

$14.4M

560,883

1.9%

EFV ISHARES MSCI EAFE VALUE ETF

ETF

$14.1M

190,167

1.9%

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

ETF

$14.0M

247,465

1.9%

BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF

ETF

$9.7M

587,420

1.3%

EFG ISHARES MSCI EAFE GROWTH ETF

ETF

$8.9M

80,080

1.2%

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

ETF

$8.8M

45,697

1.2%

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

ETF

$8.3M

251,729

1.1%

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

ETF

$8.1M

33,679

1.1%

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

ETF

$7.8M

216,682

1.0%

TLH ISHARES 10-20 YEAR TREASURY BOND ETF

ETF

$7.6M

75,755

1.0%

CASY CASEYS GEN STORES INC COM

Stock

$7.1M

9,761

0.9%

USRT ISHARES CORE U.S. REIT ETF

ETF

$6.6M

111,351

0.9%

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

ETF

$6.6M

74,362

0.9%

BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF

ETF

$6.2M

266,906

0.8%

MBB ISHARES MBS ETF

ETF

$6.1M

63,898

0.8%

IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF

ETF

$5.9M

179,828

0.8%

BLCR ISHARES LARGE CAP CORE ACTIVE ETF

ETF

$5.7M

139,058

0.8%

GOVT ISHARES U.S. TREASURY BOND ETF

ETF

$5.7M

248,034

0.8%

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$5.5M

85,338

0.7%

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

ETF

$5.3M

37,414

0.7%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$5.3M

10,982

0.7%

VO VANGUARD MID-CAP ETF

ETF

$5.2M

18,131

0.7%

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

ETF

$4.4M

88,287

0.6%

VPU VANGUARD UTILITIES ETF

ETF

$4.4M

22,047

0.6%

VOO VANGUARD S&P 500 ETF

ETF

$3.8M

6,407

0.5%

AMZN AMAZON COM INC COM

Stock

$3.2M

15,183

0.4%

MSFT MICROSOFT CORP COM

Stock

$2.9M

7,803

0.4%

BSV VANGUARD SHORT-TERM BOND ETF

ETF

$2.7M

34,394

0.4%

AAPL APPLE INC COM

Stock

$2.7M

10,463

0.4%

VUG VANGUARD GROWTH ETF

ETF

$2.3M

5,221

0.3%

IAU ISHARES GOLD TRUST

ETF

$1.8M

20,928

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

HELO8.2%BUFD7.5%IUSG7.0%SDY5.6%VB5.0%ESN4.4%