LEGACY FINANCIAL GROUP, INC.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Tulsa, OK
CIK
0001965579
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 79 294,107 VUG, AVUS, DFAC, DFUV 13F-HR 11/13/2024 000110465924117508
Q2 2024 72 264,106 VUG, AVUS, DFAC, DFUV 13F-HR 8/12/2024 000110465924088138
Q1 2024 74 254,050 VUG, DFAC, AVUS, DFUV 13F-HR 5/13/2024 000110465924060537
Q4 2023 69 229,245 DIMENSIONAL ETF TRUST, VUG, DFAC, DFUV 13F-HR 2/13/2024 000110465924017899
Q3 2023 69 202,652 DIMENSIONAL ETF TRUST, VUG, DFAC, DFAI 13F-HR 11/13/2023 000110465923116732
Q2 2023 70 200,229 DIMENSIONAL ETF TRUST, VUG, DFAC, DFUV 13F-HR 8/7/2023 000110465923088420
Q1 2023 64 180,881 DIMENSIONAL ETF TRUST, VUG, DFAC, DFUV 13F-HR 5/12/2023 000110465923059626
Q4 2022 62 162,291 DIMENSIONAL ETF TRUST, DFAC, DFUV, VUG 13F-HR 2/15/2023 000110465923022297