Legacy Financial Strategies, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Leawood, KS
CIK
0001723925
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 98 416,073 SCHG, SCHD, SCHB, AGG 13F-HR 7/10/2024 000108514624002846
Q1 2024 90 388,055 SCHG, SCHD, SCHB, AGG 13F-HR 4/10/2024 000108514624001691
Q4 2023 81 350,736 SCHG, SCHD, SCHB, AGG 13F-HR 2/1/2024 000108514624000607
Q3 2023 73 311,101 SCHG, SCHD, AGG, SCHB 13F-HR 11/13/2023 000108514623004245
Q2 2023 79 299,128 SCHG, SCHD, SCHB, DGRO 13F-HR 7/28/2023 000108514623002943
Q1 2023 72 269,676 SCHG, SCHD, SCHB, DGRO 13F-HR 5/10/2023 000108514623002181
Q4 2022 71 241,840 SCHD, SCHG, SCHB, DGRO 13F-HR 2/15/2023 000108514623001403
Q3 2022 62 214,902 SCHD, SCHG, SCHB, DGRO 13F-HR 11/8/2022 000108514622003836
Q2 2022 63 202,557 SCHD, SCHG, SCHB, AGG 13F-HR 8/9/2022 000108514622002911
Q1 2022 66 234,592 SCHD, SCHG, SCHB, AGG 13F-HR 5/6/2022 000108514622001806
Q4 2021 63 231,359 SCHD, SCHG, SCHB, AGG 13F-HR 1/31/2022 000172392522000002
Q3 2021 62 212,615 SCHD, SCHG, SCHB, AGG 13F-HR 11/15/2021 000172392521000015
Q2 2021 62 208,780 SCHD, SCHG, SCHB, AGG 13F-HR 8/2/2021 000172392521000011
Q1 2021 63 189,134 SCHD, SCHG, SCHB, AGG 13F-HR 5/7/2021 000172392521000008
Q4 2020 65 196,148 SCHD, SCHB, SCHG, AGG 13F-HR 2/4/2021 000172392521000002
Q3 2020 61 173,683 SCHD, SCHB, AGG, SCHG 13F-HR 11/3/2020 000172392520000004
Q2 2020 58 129,459 SCHD, SCHB, SCHG, VEA 13F-HR 8/14/2020 000172392520000002
Q1 2020 55 105,305 SCHD, SCHB, SCHG, VEA 13F-HR 5/4/2020 000160704520000061
Q4 2019 66 123,918 SCHD, SCHB, VEA, VTI 13F-HR 1/27/2020 000160704520000023
Q3 2019 61 112,342 SCHD, SCHB, VEA, VTI 13F-HR 11/1/2019 000160704519000134
Q2 2019 56 107,138 SCHB, SCHD, VEA, VTI 13F-HR 7/15/2019 000160704519000077
Q1 2019 53 117,058 MINT, SCHB, SCHD, VEA 13F-HR 5/8/2019 000160704519000067
Q4 2018 54 100,925 MINT, SCHB, VEA, VTI 13F-HR 2/15/2019 000172392519000002
Q3 2018 56 98,284 MINT, SCHB, VEA, IJR 13F-HR 11/14/2018 000172392518000010
Q2 2018 91 111,678 MINT, SCHB, VEA, IJR 13F-HR 8/14/2018 000172392518000009
Q1 2018 91 102,365 BND, VEA, VTI, IJR 13F-HR 5/14/2018 000172392518000006
Q4 2017 96 94,026 VTI, BND, IJR, BRK-B 13F-HR 5/14/2018 000172392518000004