LFGO
Legacy Financial Group (Oklahoma) Portfolio holdings
AUM
$365M
1-Year Est. Return
13.7%
1 Year Est. Return
+13.7%
AUM
$338M
AUM Growth
+$26.8M
(+8.6%)
Holding
93
Top Buys
| 1 | +$2.62M | |
| 2 | +$975K | |
| 3 | +$876K | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$815K |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$797K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$796K | |
| 3 | +$752K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$520K |
| 5 |
NVIDIA
NVDA
|
+$485K |
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Financials | 1.91% |
| 3 | Energy | 1.57% |
| 4 | Communication Services | 0.94% |
| 5 | Consumer Staples | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Costco
COST
$409B
| $226K | 0.07% |
228
-17
|
|
||
77
Zoom
ZM
$25.2B
| $223K | 0.07% |
2,863
+138
|
|
||
78
Intuit
INTU
$185B
| $217K | 0.06% |
+276
|
|
||
79
Walt Disney
DIS
$189B
| $213K | 0.06% |
+1,716
|
|
||
80
Vanguard Total International Stock ETF
VXUS
$108B
| $208K | 0.06% |
+3,014
|
|
||
81
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
| $207K | 0.06% |
+3,340
|
|
||
82
Eli Lilly
LLY
$918B
| $204K | 0.06% |
261
-115
|
|
||
83
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
| $204K | 0.06% |
+1,468
|
|
||
84
United Rentals
URI
$53.1B
| $202K | 0.06% |
+268
|
|
||
85
Lloyds Banking Group
LYG
$71B
| $57.7K | 0.02% |
13,581
|
|
||
86
ARK Innovation ETF
ARKK
$8.03B
| – | – |
-8,421
|
|
||
87
ConocoPhillips
COP
$113B
| – | – |
-2,192
|
|
||
88
Cisco
CSCO
$307B
| – | – |
-5,039
|
|
||
89
iShares US Medical Devices ETF
IHI
$4.38B
| – | – |
-3,457
|
|
||
90
Mastercard
MA
$490B
| – | – |
-373
|
|
||
91
McDonald's
MCD
$219B
| – | – |
-801
|
|
||
92
Altria Group
MO
$97.7B
| – | – |
-3,584
|
|
||
93
UnitedHealth
UNH
$292B
| – | – |
-546
|
|