LFGO

Legacy Financial Group (Oklahoma) Portfolio holdings

AUM $365M
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$724K
3
+$654K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$618K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$607K

Top Sells

1
+$892K
2
+$743K
3
+$626K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$555K
5
AAPL icon
Apple
AAPL
+$404K

Sector Composition

1 Technology 4.58%
2 Financials 1.81%
3 Energy 1.35%
4 Communication Services 1.08%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
76
Blackrock
BLK
$161B
$229K 0.06%
+196
IBIT icon
77
iShares Bitcoin Trust
IBIT
$70.8B
$227K 0.06%
+3,497
MRK icon
78
Merck
MRK
$251B
$224K 0.06%
+2,666
VXUS icon
79
Vanguard Total International Stock ETF
VXUS
$111B
$221K 0.06%
3,014
COST icon
80
Costco
COST
$409B
$220K 0.06%
238
+10
IJH icon
81
iShares Core S&P Mid-Cap ETF
IJH
$101B
$219K 0.06%
3,350
+10
ZM icon
82
Zoom
ZM
$25B
$216K 0.06%
2,618
-245
SYK icon
83
Stryker
SYK
$140B
$212K 0.06%
573
-77
DUSB icon
84
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.61B
$210K 0.06%
4,126
-527
IWP icon
85
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$209K 0.06%
1,468
VB icon
86
Vanguard Small-Cap ETF
VB
$68.7B
$208K 0.06%
+816
HD icon
87
Home Depot
HD
$352B
$207K 0.06%
+510
RTX icon
88
RTX Corp
RTX
$226B
$206K 0.06%
+1,231
COP icon
89
ConocoPhillips
COP
$110B
$205K 0.06%
+2,171
NEE icon
90
NextEra Energy
NEE
$176B
$205K 0.06%
+2,710
MSTY icon
91
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.91B
$179K 0.05%
12,850
LYG icon
92
Lloyds Banking Group
LYG
$76B
$61.7K 0.02%
13,581
DIS icon
93
Walt Disney
DIS
$187B
– –
-1,716
EPD icon
94
Enterprise Products Partners
EPD
$69.2B
– –
-12,190
INTU icon
95
Intuit
INTU
$177B
– –
-276
LLY icon
96
Eli Lilly
LLY
$936B
– –
-261
1 2 3
4