Legacy Financial Strategies, LLC - Portfolio overview

Legacy Financial Strategies, LLC has 148 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 15.11%
2. SCHB - SCHWAB STRATEGIC TR, 11.74%
3. AGG - ISHARES TR, 8.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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