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LEGACY FINANCIAL GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LEGACY FINANCIAL GROUP, INC.

报告期 2026-03-31 · CIK 0001965579

持仓数

89

前50大市值合计

$366.3M

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*

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$40.4M

363,360

11.0%

VUG VANGUARD INDEX FDS

GROWTH ETF

$31.7M

72,580

8.7%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$22.7M

468,036

6.2%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$22.4M

467,314

6.1%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$22.0M

563,983

6.0%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$21.9M

645,085

6.0%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$21.4M

549,536

5.8%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$18.4M

500,768

5.0%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$16.6M

234,068

4.5%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$14.9M

329,484

4.1%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$14.1M

333,282

3.8%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$10.4M

216,634

2.8%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$10.2M

286,884

2.8%

AAPL APPLE INC

COM

$9.8M

38,571

2.7%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$9.5M

151,851

2.6%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$6.4M

188,414

1.7%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$6.2M

241,326

1.7%

DFAR DIMENSIONAL ETF TRUST

US REAL ESTATE E

$4.8M

202,822

1.3%

OKE ONEOK INC NEW

COM

$4.5M

49,777

1.2%

IWF ISHARES TR

RUS 1000 GRW ETF

$4.2M

9,892

1.2%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$3.9M

43,613

1.1%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$3.8M

109,028

1.0%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$3.4M

96,306

0.9%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$3.3M

40,640

0.9%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$3.2M

45,059

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.0M

6,257

0.8%

SUB ISHARES TR

SHRT NAT MUN ETF

$2.9M

27,408

0.8%

NVDA NVIDIA CORPORATION

COM

$2.8M

15,958

0.8%

DFNM DIMENSIONAL ETF TRUST

NATL MUN BD ETF

$2.7M

56,410

0.7%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$2.6M

74,088

0.7%

GOOG ALPHABET INC

CAP STK CL C

$2.4M

8,294

0.6%

MSFT MICROSOFT CORP

COM

$2.2M

5,972

0.6%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$2.2M

44,190

0.6%

WMT WALMART INC

COM

$1.7M

13,294

0.5%

IVV ISHARES TR

CORE S&P500 ETF

$1.4M

2,069

0.4%

AMZN AMAZON COM INC

COM

$1.3M

6,036

0.3%

AVLC AMERICAN CENTY ETF TR

AVANTIS US LARG

$1.2M

15,524

0.3%

GOOGL ALPHABET INC

CAP STK CL A

$1.1M

3,711

0.3%

BANF BANCFIRST CORP

COM

$1.0M

9,675

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$967.5K

1,488

0.3%

DFAW DIMENSIONAL ETF TRUST

WORLD EQUITY ETF

$929.0K

12,592

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$822.9K

2,565

0.2%

AVUQ AMERICAN CENTY ETF TR

AVANTIS U S QUAL

$777.9K

13,710

0.2%

CAT CATERPILLAR INC

COM

$760.8K

1,074

0.2%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$728.7K

6,596

0.2%

WMB WILLIAMS COS INC

COM

$643.3K

8,839

0.2%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$632.2K

4,322

0.2%

PGR PROGRESSIVE CORP

COM

$629.7K

3,176

0.2%

— EXXON MOBIL CORP

COM

$602.2K

3,550

0.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$579.1K

1,003

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

44%前 6 大占比

AVUS11.0%VUG8.7%DFUV6.2%DFSD6.1%DFAI6.0%DFAX6.0%