LEGACY FINANCIAL GROUP, INC. Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$310.6B
Holdings
85
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (85 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 77,375 | $31.8B | 10.23% | |
| 2 | AVUSAMERICAN CENTY ETF TR | 258,738 | $25.1B | 8.08% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 588,261 | $20.3B | 6.55% | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 445,818 | $18.2B | 5.87% | |
| 5 | DFSDDIMENSIONAL ETF TRUST | 378,622 | $17.7B | 5.72% | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 578,952 | $16.9B | 5.44% | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 572,542 | $14.2B | 4.58% | |
| 8 | DUHPDIMENSIONAL ETF TRUST | 419,693 | $14.2B | 4.57% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 185,671 | $11.8B | 3.81% | |
| 10 | DFAUDIMENSIONAL ETF TRUST | 287,896 | $11.7B | 3.75% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 259,187 | $10.7B | 3.44% | |
| 12 | AAPLAPPLE INC | 40,066 | $10.0B | 3.23% | |
| 13 | DFATDIMENSIONAL ETF TRUST | 162,868 | $9.1B | 2.92% | |
| 14 | BNDXVANGUARD CHARLOTTE FDS | 177,359 | $8.7B | 2.80% | |
| 15 | SCHXSCHWAB STRATEGIC TR | 273,021 | $6.3B | 2.04% | |
| 16 | DFAEDIMENSIONAL ETF TRUST | 228,565 | $5.8B | 1.87% | |
| 17 | DFLVDIMENSIONAL ETF TRUST | 188,685 | $5.7B | 1.82% | |
| 18 | SUBISHARES TR | 43,595 | $4.6B | 1.48% | |
| 19 | OKEONEOK INC NEW | 45,746 | $4.6B | 1.48% | |
| 20 | DFNMDIMENSIONAL ETF TRUST | 94,642 | $4.5B | 1.46% | |
| 21 | DFARDIMENSIONAL ETF TRUST | 187,192 | $4.4B | 1.40% | |
| 22 | VNQVANGUARD INDEX FDS | 45,806 | $4.1B | 1.31% | |
| 23 | IWFISHARES TR | 10,030 | $4.0B | 1.30% | |
| 24 | MSFTMICROSOFT CORP | 7,203 | $3.0B | 0.98% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,227 | $2.8B | 0.91% | |
| 26 | DFASDIMENSIONAL ETF TRUST | 42,349 | $2.8B | 0.89% | |
| 27 | NVDANVIDIA CORPORATION | 18,801 | $2.5B | 0.81% | |
| 28 | DFEMDIMENSIONAL ETF TRUST | 96,258 | $2.5B | 0.81% | |
| 29 | DFSVDIMENSIONAL ETF TRUST | 77,109 | $2.4B | 0.76% | |
| 30 | VTIPVANGUARD MALVERN FDS | 45,388 | $2.2B | 0.71% | |
| 31 | GOOGALPHABET INC | 9,768 | $1.9B | 0.60% | |
| 32 | AVLVAMERICAN CENTY ETF TR | 27,509 | $1.8B | 0.59% | |
| 33 | DFICDIMENSIONAL ETF TRUST | 57,744 | $1.5B | 0.48% | |
| 34 | AMZNAMAZON COM INC | 6,605 | $1.4B | 0.47% | |
| 35 | GOOGLALPHABET INC | 5,609 | $1.1B | 0.34% | |
| 36 | SPYSPDR S&P 500 ETF TR | 1,623 | $951.3M | 0.31% | |
| 37 | WMTWALMART INC | 10,343 | $934.5M | 0.30% | |
| 38 | BANFBANCFIRST CORP | 7,942 | $930.6M | 0.30% | |
| 39 | IVVISHARES TR | 1,391 | $818.9M | 0.26% | |
| 40 | OPERETF SER SOLUTIONS | 6,593 | $659.7M | 0.21% | |
| 41 | AVUVAMERICAN CENTY ETF TR | 6,756 | $652.2M | 0.21% | |
| 42 | WMBWILLIAMS COS INC | 11,907 | $644.4M | 0.21% | |
| 43 | OGEOGE ENERGY CORP | 15,488 | $638.9M | 0.21% | |
| 44 | XLKSELECT SECTOR SPDR TR | 2,401 | $558.3M | 0.18% | |
| 45 | JPMJPMORGAN CHASE & CO. | 2,213 | $530.5M | 0.17% | |
| 46 | METAMETA PLATFORMS INC | 869 | $508.8M | 0.16% | |
| 47 | XLISELECT SECTOR SPDR TR | 3,708 | $488.6M | 0.16% | |
| 48 | ARKKARK ETF TR | 8,421 | $478.1M | 0.15% | |
| 49 | XOMEXXON MOBIL CORP | 4,264 | $458.7M | 0.15% | |
| 50 | CVXCHEVRON CORP NEW | 3,111 | $450.6M | 0.15% | |
| 51 | NDQINVESCO QQQ TR | 881 | $450.4M | 0.15% | |
| 52 | ABBVABBVIE INC | 2,441 | $433.7M | 0.14% | |
| 53 | 4I1PHILIP MORRIS INTL INC | 3,483 | $419.2M | 0.13% | |
| 54 | VVVANGUARD INDEX FDS | 1,529 | $412.4M | 0.13% | |
| 55 | TSLATESLA INC | 957 | $386.5M | 0.12% | |
| 56 | CATCATERPILLAR INC | 1,065 | $386.3M | 0.12% | |
| 57 | EPDENTERPRISE PRODS PARTNERS L | 12,190 | $382.3M | 0.12% | |
| 58 | LLYELI LILLY & CO | 480 | $370.9M | 0.12% | |
| 59 | PLTRPALANTIR TECHNOLOGIES INC | 4,813 | $364.0M | 0.12% | |
| 60 | XLYSELECT SECTOR SPDR TR | 1,591 | $356.9M | 0.11% | |
| 61 | XLESELECT SECTOR SPDR TR | 4,079 | $349.4M | 0.11% | |
| 62 | DUSBDIMENSIONAL ETF TRUST | 6,688 | $338.3M | 0.11% | |
| 63 | VVISA INC | 1,057 | $334.1M | 0.11% | |
| 64 | PGPROCTER AND GAMBLE CO | 1,888 | $316.5M | 0.10% | |
| 65 | AVGOBROADCOM INC | 1,316 | $305.1M | 0.10% | |
| 66 | IYY*ISHARES TR | 2,112 | $302.2M | 0.10% | |
| 67 | CSCOCISCO SYS INC | 5,100 | $301.9M | 0.10% | |
| 68 | JNJJOHNSON & JOHNSON | 2,059 | $297.7M | 0.10% | |
| 69 | VTIVANGUARD INDEX FDS | 1,025 | $297.1M | 0.10% | |
| 70 | UNHUNITEDHEALTH GROUP INC | 559 | $282.8M | 0.09% | |
| 71 | SYKSTRYKER CORPORATION | 692 | $249.1M | 0.08% | |
| 72 | XLVSELECT SECTOR SPDR TR | 1,799 | $247.5M | 0.08% | |
| 73 | VOOVANGUARD INDEX FDS | 453 | $243.8M | 0.08% | |
| 74 | VGTVANGUARD WORLD FD | 390 | $242.8M | 0.08% | |
| 75 | PJTPJT PARTNERS INC | 1,536 | $242.4M | 0.08% | |
| 76 | AXPAMERICAN EXPRESS CO | 807 | $239.5M | 0.08% | |
| 77 | MCDMCDONALDS CORP | 801 | $232.2M | 0.07% | |
| 78 | COSTCOSTCO WHSL CORP NEW | 249 | $228.2M | 0.07% | |
| 79 | MRKMERCK & CO INC | 2,214 | $220.2M | 0.07% | |
| 80 | COPCONOCOPHILLIPS | 2,208 | $219.0M | 0.07% | |
| 81 | NFLXNETFLIX INC | 230 | $205.0M | 0.07% | |
| 82 | ANETEURARISTA NETWORKS INC | 1,844 | $203.8M | 0.07% | |
| 83 | DISDISNEY WALT CO | 1,823 | $203.0M | 0.07% | |
| 84 | CRMSALESFORCE INC | 602 | $201.3M | 0.06% | |
| 85 | XLCSELECT SECTOR SPDR TR | 2,074 | $200.8M | 0.06% |