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Legacy Solutions LLC Portfolio holdings

AUM $124M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
+11.47%
1 Year Est. Return
+18.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$124M
AUM Growth
+$15.7M
Cap. Flow
+$4.62M
Cap. Flow %
3.74%
Top 10 Hldgs %
58.93%
Holding
88
New
11
Increased
38
Reduced
18
Closed
–

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.63M
2
QLTY icon
GMO US Quality ETF
QLTY
+$1.1M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$599K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$364K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$352K

Top Sells

1
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.33M
2
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$130K
3
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$94.5K
4
RTX icon
RTX Corp
RTX
+$36.5K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$31.5K

Sector Composition

1 Technology 4.75%
2 Financials 2.19%
3 Utilities 1.31%
4 Industrials 0.92%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$20.4M 16.49%
231,860
+7,021
+3% +$599K
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$9.93M 8.03%
197,021
+1,580
+0.8% +$78.3K
IUSG icon
3
iShares Core S&P US Growth ETF
IUSG
$32B
$8.36M 6.77%
44,454
-44
-0.1% -$7.95K
CGGR icon
4
Capital Group Growth ETF
CGGR
$24.4B
$8.05M 6.51%
170,451
+8,054
+5% +$364K
IUSV icon
5
iShares Core S&P US Value ETF
IUSV
$27.1B
$7.83M 6.34%
71,120
+447
+0.6% +$48.4K
IVOO icon
6
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.72B
$4.82M 3.9%
36,939
+168
+0.5% +$20.9K
SPSM icon
7
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$4.31M 3.49%
74,735
+176
+0.2% +$9.4K
SPEM icon
8
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$3.4M 2.75%
65,582
-448
-0.7% -$22.9K
HTRB icon
9
Hartford Total Return Bond ETF
HTRB
$2.23B
$3.05M 2.47%
90,400
+9,207
+11% +$311K
FBND icon
10
Fidelity Total Bond ETF
FBND
$26.8B
$2.71M 2.19%
59,565
+4,439
+8% +$202K
SPAB icon
11
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.59B
$2.62M 2.12%
102,646
+7,625
+8% +$195K
MINT icon
12
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$2.13M 1.72%
21,126
+1,608
+8% +$162K
VUSB icon
13
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$2.12M 1.72%
42,661
-634
-1% -$31.5K
GSY icon
14
Invesco Ultra Short Duration ETF
GSY
$3.83B
$1.99M 1.61%
39,661
+3,612
+10% +$181K
VTI icon
15
Vanguard Total Stock Market ETF
VTI
$665B
$1.69M 1.37%
+4,572
New +$1.63M
FMB icon
16
First Trust Managed Municipal ETF
FMB
$2.05B
$1.66M 1.35%
32,379
+683
+2% +$34.9K
ITOT icon
17
iShares Core S&P Total US Stock Market ETF
ITOT
$94.7B
$1.55M 1.26%
9,463
+2,038
+27% +$323K
NVDA icon
18
NVIDIA
NVDA
$5.04T
$1.52M 1.23%
7,593
+345
+5% +$70.9K
MOAT icon
19
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$1.46M 1.18%
14,040
-32,916
-70% -$3.33M
AAPL icon
20
Apple
AAPL
$4.81T
$1.41M 1.14%
4,880
-33
-0.7% -$9.44K
BSV icon
21
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.41M 1.14%
18,053
+1,794
+11% +$140K
GLD icon
22
SPDR Gold Trust
GLD
$129B
$1.38M 1.12%
3,750
– –
QLTY icon
23
GMO US Quality ETF
QLTY
$4.79B
$1.14M 0.92%
+27,394
New +$1.1M
FSEP icon
24
FT Vest US Equity Buffer ETF September
FSEP
$1.22B
$1.14M 0.92%
20,674
-2,414
-10% -$130K
AVGO icon
25
Broadcom
AVGO
$1.81T
$1.14M 0.92%
3,012
-6
-0.2% -$2.41K
1
2 3 4

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